Why Invest in this fund?

Investment Horizon

3+ years

For Whom

Investors who want to save tax and get the benefit of 80C with a lock in period of 3 years.

Allocations

Invests 65% or more in equity and related securities

Number of Stocks

Concentrated stock portfolio

Overview

Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Sche...

Portfolio Turnover Ratio

0.3

Latest AUM

null

Total Expense Ratio

null

Date of Allotment

21-1-2015

Benchmark

Nifty 500 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 31-5-2022

Scheme Details

Entry Load

NIL

Exit Load

NIL

Type of Scheme

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.

Methodology and illustration of sale and repurchase price of units

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 the...

Product Labeling

This product is suitable for investors who are seeking*

Long-term capital growth
Investment predominantly in equity and equity related 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
Nifty 500 TRI
Investors understand that their principal will be at Very High risk

Fund Manager

Aditya Khemani

For Equity Component

He has overall 14 years of experience in the Indian equity markets as an investment professional, out of which the last 10 has been in the role of a portfolio manager. Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC for nearly 12 years. Further, he has worked in esteemed organizations like SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.

Other funds managed by him

Motilal Oswal Large and Midcap 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.