Type of Scheme : An openended dynamic asset allocation fund
Benchmark : CRISIL Hybrid 35 + 65 – Aggressive Index
Fund Manager :Mr. Gautam Sinha Roy (For Equity Component)
Mr. Abhiroop Mukherjee (For Debt Component)
Co-Fund Manager : Mr Siddharth Bothra (For Equity Component)
About Fund Manager :
Mr. Gautam Sinha Roy : He has over 14 years of rich and varied experience in fund management and research. He is the Fund Manager for the Scheme, Motilal Oswal MOSt Focused Multicap 35 Fund & Motilal Oswal MOSt Focused Long Term Fund. He has also worked with IIFL Capital (Singapore), Mirae Asset Global Investments, Edelweiss Capital and GE Capital Intnl. Services prior to joining the Motilal Oswal group, where he has worked for the last four years. He is an alumnus of IIM Calcutta (2003) and holds an honors degree in Chemical Engineering.
Mr. Abhiroop Mukherjee : He is B.com (H), MBA with 10 years of experience in Trading Fixed Income Securities viz. G-sec, T-bills, Corporate Bonds CP, CD etc. He has earlier worked with PNB GILTS LTD. as a WDM Dealer for the period 2007-2011
Other Funds Managed by Mr. Abhiroop Mukherjee : Other Funds Managed by Mr. Abhiroop Mukherjee :Motilal Oswal Ultra Short Term Fund. He is also the Fund manager for the debt component of Motilal Oswal Focused 25 Fund, Motilal Oswal Midcap 30 Fund, Motilal Oswal MOSt Focused Multicap 35 Fund and Motilal Oswal MOSt Focused Long Term Fund
About Co-Fund Manager :
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 Mr. Siddharth Bothra : Motilal Oswal Focused 25 Fund and Motilal Oswal Midcap 30 Fund. He is also the Co-Fund Manager for Motilal Oswal MOSt Focused Multicap 35 Fund.
| Date of Allotment |
27th September 2016 |
| 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
No exit load applies for switch between MOF25,MOF30, MOF35 & MOFDYNAMIC. No load for switch between Options within the Scheme. Investors have option to withdraw up to 12% p.a. of original investment cost (OIC) within 1 year (from date of investment) with no exit load. If the withdrawal amount is beyond 12% p.a. of OIC, the normal exit load applies on the amount greater than 12% p.a. |
| Plans |
Regular Plan and Direct Plan |
| Options (Under each plan) |
Dividend (Payout and Reinvestment) and Growth |
| Sub – Options under Dividend option |
Quarterly and Annual Dividend Option |
| Total Expense Ratio* |
Regular Plan- 2.02%p.a. |
| Direct Plan- 1.45% p.a. |
*Total Expense ratio excluding GST and are as on 16-Feb-2018