Raamdeo Agrawal
(Chairman, Motilal Oswal AMC)
A message from the fund manager/concerned person can go here.
Why Invest in this fund?
Investment Horizon
3+ years
For Whom
- Investors who want the benefit of investing in 4 assest classes - Domestic equity, international equity, gold and fixed income
- Investors looking for diversification
- Investor who want low volatility investment
Allocations
A mix of domestic equity, international equity, fixed income and gold
Number of Stocks
Concentrated stock portfolio
Overview
Investment Objective
The investment objective is to generate long term capital appreciation by investing in a diversified portfolio comprises of Equity, International Equity Index Funds/ Equity ETFs, Debt and Money Market Instruments and Gold Exchange Traded Funds. However, there...
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Portfolio Turnover Ratio
0.73
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
4-8-2020
Benchmark
Customised BenchmarkPerformance
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 3 months from the date of allotment. Nil- If redeemed after 3 months from the date of allotment.No Exit Load applies for switch/ STP from MOFMAF to MOF25, MOF30, MOF35, MOFEH, MOFLM, MOFLTE (Subject to Lock-in Period) & MOFDYNA...
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Type of Scheme
An open ended scheme investing in Equity, International Equity Index Funds/ Equity ETFs, Debt and Money Market Instruments and Gold Exchange Traded Funds
Methodology
The price or NAV, an investor is charged while investing in anopen-ended scheme is called sale or subscription price. Pursuant toSEBI Circular dated June 30, 2009, no entry load will be chargedby the scheme to the investors. Therefore, Sale or Subscriptionpric...
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This product is suitable for investors who are seeking
- Long term capital appreciation by investing in a diversified portfolio
- Investing in Equity, International Equity Index Funds/ Equity ETFs, Debt and Money Market Instruments and Gold Exchange Traded Fund.
* 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 Moderately High riskBenchmark Riskometer
Customised BenchmarkInvestors understand that their principal will be at Moderately 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 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 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
Ankush Sood
Mr. Ankush Sood has extensive experience prominently in Institutional Sales Trading Function. Prior to joining Motilal Oswal AMC he has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients. He holds an Educational Qualification in B.Tech in Electronics & Telecommunications from MPSTME, NMIMS Mumbai and MBA(Tech) with Major in Finance & Minor in Analytics from SBM, NMIMS Mumbai.
Other funds managed by him
- Motilal Oswal Nasdaq 100 ETF
- Motilal Oswal S & P 500 Index Fund
- Motilal Oswal NASDAQ Q 50 ETF
- Motilal Oswal MSCI EAFE Top 100 Select Index Fund
- Motilal Oswal Dynamic 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 Dynamic Fund
Downloads
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Write to us amc@motilaloswal.com
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary