Advisory Products

Motilal Oswal Group

Motilal Oswal Group possess legacy in equities for over Three decade, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 16 years of PMS track record, presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in market”, practise long-term Buy and Hold investing style, BUY RIGHT : SIT TIGHT, QGLP – Quality denotes quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.

Scheme Name Inception Date Latest AUM (In INR Crs) Expense Ratio NAV 1 Yr 3 Yr 5 Yr 7 Yr 10 Yr Since Inception
Motilal Oswal Equity Hybrid Fund-Reg(G)
14-Sep-18
427.27
2.44
14.80
27.24
14.22
Motilal Oswal Flexi Cap Fund-Reg(G)
28-Apr-14
11961.17
1.76
34.93
35.37
8.93
12.19
15.97
18.60
Motilal Oswal Focused 25 Fund-Reg(G)
13-May-13
1744.59
2.21
32.46
38.45
13.39
14.08
13.53
15.26
Motilal Oswal Large & Midcap Fund-Reg(G)
17-Oct-19
761.59
2.46
15.78
58.91
27.84
Motilal Oswal Midcap 30 Fund-Reg(G)
24-Feb-14
2150.93
2.10
38.04
51.25
11.26
11.28
15.12
19.49

Fund Managers

1.) Siddharth Bothra

2.) Abhiroop Mukherjee

3.) Aditya Khemani

4.) Niket Shah

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Purnartha

Purnartha is the manifestation of a simple thought – to demystify the world of equity investment and create an ecosystem that is backed by unmatched expertise, transparency and strong relationships to help people prosper and grow.

Backed by a team of industry veterans and subject matter experts, since its inception in 2009, Purnartha has grown and become a 10,000+strong family. Having outperformed benchmarks such as NIFTY over time, Purnartha has learnt from its mistakes and embraced financial opportunities with knowledge and confidence, creating a circle of value, trust and wealth

PURNARTHA SAMPURNA

YearHalf YearQuarterFee (Rs.) Without GSTFee (Rs.) With GSTDue Date
1st YearH 1Q 195000100000118000OB Date
Q 25000
H 2Q 3250050005900OB Date + 2Q Period
Q 42500
2nd YearH 1Q 1250050005900OB Date + 4Q Period
Q 22500
H 2Q 3250050005900OB Date + 6Q Period
Q 42500
3rd YearH 1Q 1250050005900OB Date + 8Q Period
Q 22500
H 2Q 3250050005900OB Date + 10Q Period
Q 42500

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Small Case

Founded in July 2015 by three IIT Kharagpur graduates, smallcase was started to introduce a new generation of investors to the Indian equity markets using technology

  1 Year3 Year 5 Year Since inceptionMinimum InvestmentFixed fees Advance Fee (One-time charge to start subscription)1 month 3 month6 month1 Year 
Wright Smallcaps01/01/1082.84120.72403.63073.7941233NIL 2367081416 –
Balanced – Multi Factor Tactical01/01/1487.75139.14239.73557.15128388NIL 39311802360 –
Balanced MFT – (Smaller Investments)01/01/1489.94130.47242.77564.7442879NIL 39311802360 –
Tactical ETFs01/01/1443.8684.59144.07190.435573NIL 59177354 –
Wright Momentum01/04/14108.2185.52353.87930.2939319NIL 2367081416 –
Wright Momentum [AUM based Fee]01/04/14108.87186.44355.32933.5939319NIL1181.5% p.m. – – –
Growth – Multi Factor Tactical01/01/1590.67118.31387.8519.9113270NIL2501.5% p.m. – – –
Conservative – Multi Factor Tactical01/01/1544.8780.47239.32200.86109547NIL2501.5% p.m. – – –
Wright Smallcaps [AUM based pricing]31/12/0983.11121.05404.13078.541233NIL1181.5% p.m. – – –
Quality Investing01/01/1466.78115.9333.5753.6944754NIL2361.5% p.m. – – –
Weekend Mi Evergreen18/05/0754.21123.76148.781292.930000NIL – – –531010030
Dividend – Smart Beta31/08/0745.268.88116.63794.74120000NIL –1.9% p.m. – – –
Quality Smallcap – Smart Beta31/05/1181.89104.1213.13119150000NIL –1.9% p.m. – – –
Quality Smallcap – Smart Beta31/05/1181.89104.1213.13119115610NIL – – –531010030
Dividend – Smart Beta31/08/0745.268.88116.63794.74105785NIL – – –531010030
Weekend Mi Evergreen18/05/0738.18123.76148.781292.9300000NIL –1.9% p.m. – – –

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by Alpha Assetz on its website have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of Alpha Assetz and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of Alpha Assetz is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.

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