Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

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

Why Invest in this fund?

Investment Horizon
Long term
For Whom
Investors looking for a diversified multi-asset strategy with overweight to equity, based on the principles of asset allocation
Allocations
Target weights are as follows: Domestic Equity - 50% , International Equity - 20%, Debt - 20%, Gold - 10%
Number of Stocks
4 underlying passive funds

Overview

Investment Objective

To generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income a...

 Read More
Portfolio Turnover Ratio
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
12-3-2021
Benchmark
Customised Benchmark

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 31-7-2022

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
Type of Scheme
An open ended scheme replicating/tracking Nifty 50 Index
Methodology

a) Methodology of calculating sale price.The price or NAV, an investor is charged while investing in anopen-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 inv...

 Read More

Product Labeling

  • This product is suitable for investors who are seeking:
  • To generate long term growth/capital appreciation by offering asset allocation
  • Investment solution that predominantly invests in passive funds such as ETF/Index funds of equity and equity related instruments (domestic as well as international), fixed income and Gold.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
  • Scheme Riskometer
    Investors understand that their principal will be at Very High risk
  • Benchmark Riskometer
    Customised Benchmark
    Investors understand that their principal will be at Moderately High risk

Fund Manager

Abhiroop Mukherjee

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

  • Motilal Oswal Flexi Cap Fund
  • Motilal Oswal Dynamic Fund
  • Motilal Oswal Midcap 30 Fund
  • Motilal Oswal Nifty 5 YR Benchmark G Sec ETF
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Liquid Fund
  • Motilal Oswal Large and Midcap Fund
  • Motilal Oswal Long Term Equity Fund
  • Motilal Oswal Multi Asset Fund
  • Motilal Oswal Focused 25 Fund
  • Motilal Oswal Nasdaq 100 Fund of Fund
  • Motilal Oswal S & P 500 Index Fund
  • Motilal Oswal Ultra Short Term Fund
  • Motilal Oswal Asset Allocation Passive Fund of Fund Conservative
  • Motilal Oswal Nifty 200 Momentum 30 Index Fund
  • Motilal Oswal NIFTY 200 Momentum 30 ETF
  • Motilal Oswal NASDAQ Q 50 ETF
  • Motilal Oswal S&P BSE Low Volatility Index Fund
  • Motilal Oswal MSCI EAFE Top 100 Select Index Fund
  • Motilal Oswal S&P BSE Low Volatility ETF
  • Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund
  • Motilal Oswal S&P BSE Enhanced Value Index Fund
  • Motilal Oswal S&P BSE Quality Index Fund
  • Motilal Oswal S&P BSE Healthcare ETF

Downloads