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 the benefit of investing in 4 assest classes - Domestic equity, international equity, gold and fixed income
  • Investors looking for diversification
  • Investor who want low volatility investment
Allocations

A mix of domestic equity, international equity, fixed income and gold

Number of Stocks

Concentrated stock portfolio

Overview

Investment Objective

The investment objective is to generate long term capital appreciation by investing in a diversified portfolio comprises of Equity, International Equity Index Funds/ Equity ETFs, Debt and Money Market Instruments and Gold Exchange Traded Funds. However, there...

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Portfolio Turnover Ratio
1.3
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
4-8-2020
Benchmark
30% NIFTY 50 TRI + 50% CRISIL Short Term Gilt Inde

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 3 months from the date of allotment. Nil- If redeemed after 3 months from the date of allotment.No Exit Load applies for switch/ STP from MOFMAF to MOF25, MOF30, MOF35, MOFEH, MOFLM, MOFLTE (Subject to Lock-in Period) & MOFDYNA...

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Type of Scheme
An open ended scheme investing in Equity, International Equity Index Funds/ Equity ETFs, Debt and Money Market Instruments and Gold Exchange Traded Funds
Methodology and illustration of sale and repurchase price of units

The price or NAV, an investor is charged while investing in anopen-ended scheme is called sale or subscription price. Pursuant toSEBI Circular dated June 30, 2009, no entry load will be chargedby the scheme to the investors. Therefore, Sale or Subscriptionpric...

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Product Labeling

This product is suitable for investors who are seeking

  • Long term capital appreciation by investing in a diversified portfolio
  • Investing in Equity, International Equity Index Funds/ Equity ETFs, Debt and Money Market Instruments and Gold Exchange Traded Fund.

*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
  • Focused 25 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
  • 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

Ankush Sood

Mr. Ankush Sood has extensive experience prominently in Institutional Sales Trading Function. Prior to joining Motilal Oswal AMC he has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients. He holds an Educational Qualification in B.Tech in Electronics & Telecommunications from MPSTME, NMIMS Mumbai and MBA(Tech) with Major in Finance & Minor in Analytics from SBM, NMIMS Mumbai.

Other funds managed by him

  • Nasdaq 100 ETF
  • Flexi Cap Fund
  • S and P 500 Index Fund

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