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...

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...

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

Raamdeo Agrawal

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

Why Invest in this fund?

Investment Horizon

For Whom

Allocations

Number of Stocks