Alternative Investment Fund

Motilal Oswal

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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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.

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