Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

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

Why Invest in this fund?

Investment Horizon

2+ years

For Whom

Investors who want the benefit of time and timing the market
Investors looking for lower risk compared to pure equities

Allocations
Invests in a mix of Equity, derivatives and fixed income securities
Number of Stocks

Concentrated stock portfolio

Overview

Investment Objective

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs and InvITs.However, there can be no assurance o...

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Portfolio Turnover Ratio
3.4
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
27-9-2016
Benchmark
CRISIL Hybrid 50+50 - Moderate Index 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 31-8-2022

Scheme Details

Entry Load
Nil
Exit Load

1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. There would be no exit load for redemption of units on or before completion of 1 year from the date of allotment upto 12% of units allot...

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Type of Scheme
An open ended dynamic asset allocation fund
Methodology

a) 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, derivatives and debt instruments
*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
    CRISIL Hybrid 50+50 - Moderate Index TRI
    Investors understand that their principal will be at High risk

Fund Manager

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

  • Motilal Oswal Flexi Cap Fund
  • Motilal Oswal Midcap 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 Aggressive
  • 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
  • Motilal Oswal S&P BSE Quality ETF
  • Motilal Oswal S&P BSE Enhanced Value ETF
  • Motilal Oswal Gold and Silver ETFs Fund of Funds
  • Motilal Oswal 5 Year G Sec Fund Of Fund

Santosh Singh

Mr. Santosh Singh has completed his CA from ICAI and CFA from CFA Institute. Mr.Singh has an overall experience of 15 years. Mr. Singh was associated with Haitong International Securities Ltd. as Head of Research and Lead Analyst from 2015 to 2018 (years), where he was responsible for Research product and overall Research strategy. He was also associated with SG Asia Holdings as analyst from 2014 to 2015 years and also with Espirito Santo Securities as Lead analyst from 2007 to 2014 and so on. Mr. Singh was ranked No.1 analyst in India in the Asia money polls for insurance sector continuously for three years from 2015 to 2017.

Other funds managed by him

  • Motilal Oswal Multi Asset Fund

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