Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

A message from the fund manager/concerned person can go here.

Why Invest in this fund?

Investment Horizon
2+ years
For Whom
  • Investors who want to invest in a mix of equity and debt securities
  • Investors who want to lesser volatility than pure equity funds
Allocations

Invests between 65% and 80% of total assets in equity and its related securities; should invest between 20% and 35% of total assets in debt securities

 

Number of Stocks
NA

Overview

Investment Objective

The investment objective is to generate equity linked returns by investing in a combined portfolio of equity and equity related instruments, debt, money market instruments and units issued by Real Estate Investment Trust (REITs) and Infrastructure Investment ...

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Portfolio Turnover Ratio
0.7
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
14-9-2018
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index

Performance

Lumpsum
Investment of
for
Yearly

would have become 10000.00

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 31-12-2021

Scheme Details

Entry Load
Nil
Exit Load

1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. A switch-out or a withdrawal shall also be subjected to the Exit Load like any Redemption. No Exit Load applies for switch between MOF...

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Type of Scheme
An open ended hybrid scheme investingpredominantly in equity and equity related instruments
Methodology and illustration of sale and repurchase price of units

Methodology of calculating sale price: The price or NAV, aninvestor is charged while investing in an open-ended scheme is called sale orsubscription price. Pursuant to SEBI Circular dated June 30, 2009, no entryload will be charged by the scheme to the in...

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Product Labeling

This product is suitable for investors who are seeking*

  • Long term capital appreciation by generating equity linked returns
  • Investment predominantly in equity and equity related instrumen

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Fund Manager

Siddharth Bothra

For Equity Component

Mr. Siddharth Bothra- Mr Siddharth Bothra has a rich experience of more than 17 years in the field of research and investments. Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities Ltd as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities Mr. Bothra won various recognition such as: ZEE Business TV - India’s Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate.He has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.He has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.

Other funds managed by him

  • Multi Asset Fund
  • Focused 25 Fund
  • Dynamic Fund
  • Flexi Cap Fund

Akash Singhania

For Equity Component

Akash has overall 15 years of experience and more than 13 years of experience in Fund management across the tenure.

  • Motilal Oswal Asset Management Company Ltd. - Sr. Vice President -Fund Manager from July 2017 onwards
  • DHFL Pramerica Asset Managers Ltd. - Dy. CIO (Equities) from March 2016 to July 2017
  • Deutsche Asset Management Ltd. - Head of Equity from May 2008 to March 2016
  • ICICI Prudential Asset management Co Ltd. - Senior Analyst, PMS from March 2006 to May 2008.

Abhiroop Mukherjee

For Debt Component since Inception

Abhiroop has over 13 years of experience in the Debt and Money Market Instruments Securities trading and fund management.

  • Motilal Oswal Asset Management Company Ltd. - Associate Vice President - Debt and Money Market Instruments from May 2011 onwards
  • PNB Gilts Ltd. - Assistant Vice President - Debt and Money Market Instruments from April 2007 to May 2011.

Other funds managed by him

  • Flexi Cap Fund
  • Dynamic Fund
  • Midcap 30 Fund
  • 5 Year G-Sec ETF
  • Liquid fund
  • Large and Midcap Fund
  • Long Term Equity Fund
  • Multi Asset Fund
  • Focused 25 Fund
  • Nasdaq 100 Fund of Fund
  • S and P 500 Index Fund
  • Ultra Short Term Fund
  • Asset Allocation Passive Fund of Fund – Aggressive
  • Asset Allocation Passive Fund of Fund – Conservative

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