Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

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

Why Invest in this fund?

Investment Horizon

3+ years

For Whom

Investors who want to invest in quality large cap companies

Allocations
Invests more than 65% of total assets in large cap equity
Number of Stocks
Concentrated stock portfolio of not more than 25 stocks

Overview

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment o...

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Portfolio Turnover Ratio
0.3
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
13-5-2013
Benchmark
Nifty 500

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 betwee...

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Type of Scheme
An open ended equity scheme investing in maximum 25 stocks intending to focus on Large Cap stocks
Methodology and illustration of sale and repurchase price of units

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

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Product Labeling

This product is suitable for investors who are seeking

  • Return by investing in upto 25 companies with long term sustainable competitive advantage and growth potential
  • Investment in Equity and equity related instruments subject to overall limit of 25 companies

*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

  • Equity Hybrid Fund
  • Multi Asset Fund
  • Dynamic Fund
  • Flexi Cap Fund

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
  • Equity Hybrid Fund
  • Liquid fund
  • Large and Midcap Fund
  • Long Term Equity Fund
  • Multi Asset 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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