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

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 ...

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...

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...

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.