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 midcap stocks
  • Investors who want to benefit from India's growth story
  • Investors looking to diversify into mid cap stocks
Allocations

Invests 65% of total assets in equity and its related securities of mid cap firms

 

Number of Stocks

Not more than 30 stocks

Overview

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long-term competitive advantages and potential for growth.However, there can be no assurance or guarantee that ...

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Portfolio Turnover Ratio
0.7
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
24-2-2014
Benchmark
Nifty Midcap 150 TRI

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 equity scheme predominantly investing in mid cap stocks
Methodology and illustration of sale and repurchase price of units

1. 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 ...

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Product Labeling

This product is suitable for investors who are seeking

  • Long-term capital growth
  • Investment in equity and equity related instruments in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth

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

Fund Manager

Niket Shah

For Equity Component

Niket has 10 years of overall experience.

  • Motilal Oswal Asset Management Company Ltd. Vice President Associate Fund Manager.
  • Motilal Oswal Securities Ltd. Head of Midcaps Research
  • Edelweiss Securities Ltd Research Analyst Midcaps
  • Religare Capital Markets Ltd Associate Research Analyst Midcaps.

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
  • 5 Year G-Sec ETF
  • Equity Hybrid Fund
  • 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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