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 to invest in a mix of equity and debt securities
  • Investors who want to lesser volatility than pure equity funds
Allocations

Invests between 65% and 80% of total assets in equity and its related securities; should invest between 20% and 35% of total assets in debt securities

 

Number of Stocks
NA

Overview

Investment Objective

The investment objective is to generate equity linked returns by investing in a combined portfolio of equity and equity related instruments, debt, money market instruments and units issued by Real Estate Investment Trust (REITs) and Infrastructure Investment ...

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Portfolio Turnover Ratio
0.5
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
14-9-2018
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index

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. 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 hybrid scheme investingpredominantly in equity and equity related instruments
Methodology

Methodology of calculating sale price: The price or NAV, aninvestor is charged while investing in an open-ended scheme is called sale orsubscription price. Pursuant to SEBI Circular dated June 30, 2009, no entryload will be charged by the scheme to the in...

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Product Labeling

  • This product is suitable for investors who are seeking
  • Long term capital appreciation by generating equity linked returns
  • Investment predominantly in equity and equity related instrumen
* 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 35+65 - Aggressive Index
    Investors understand that their principal will be at Very High risk

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

  • Motilal Oswal Focused 25 Fund
  • Motilal Oswal 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

  • 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 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

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