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Motilal Oswal Mutual Fund - Fund Manager

Atul Mehra

Atul Mehra

Qualification: CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor's in commerce, Mumbai University, HR College of Commerce and Economics . Experience:Atul has over 15 years of overall experience. Motilal Oswal Asset Management Company Ltd - Senior Vice President - Fund Manager - PMS and AIFs. (2013 - 2023) Edelweiss Capital Ltd - Research Analyst (2008-13)

Fund Name
Classification
Fund AUM (Cr.)
Motilal Oswal Arbitrage Fund - Direct (G)
Hybrid: Arbitrage
1664.56
Motilal Oswal Arbitrage Fund - Regular (G)
Hybrid: Arbitrage
1664.56
Motilal Oswal Balance Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
955.26
Motilal Oswal Balance Advantage Fund-Dir (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
955.26
Motilal Oswal Business Cycle Fund - Direct (G)
Equity: Sectoral : Thematic
2151.21
Motilal Oswal Business Cycle Fund - Regular (G)
Equity: Sectoral : Thematic
2151.21
Motilal Oswal Digital India Fund - Direct (G)
Equity: Sectoral : Thematic
895.84
Motilal Oswal Digital India Fund - Regular (G)
Equity: Sectoral : Thematic
895.84
Motilal Oswal ELSS Tax Saver Fund (G)
Equity: ELSS
4514.53
Motilal Oswal ELSS Tax Saver Fund-Dir (G)
Equity: ELSS
4514.53
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Collateralized Borrowing & Lending Obligation7.12%
Eternal Ltd6.40%
Net Receivable / Payable4.46%
Coforge Ltd4.38%
Persistent Systems Ltd4.22%
Fund Name1M3M6M1Y3Y5YSince Inception
Motilal Oswal Arbitrage Fund - Direct (G)
0.66%
1.7%
3.6%
N/A
N/A
N/A
7.16%
Motilal Oswal Arbitrage Fund - Regular (G)
0.59%
1.47%
3.14%
N/A
N/A
N/A
6.23%
Motilal Oswal Balance Advantage Fund (G)
-2.49%
-3.49%
3.25%
-8.32%
8.47%
6.69%
7.6%
Motilal Oswal Balance Advantage Fund-Dir (G)
-2.39%
-3.18%
4.03%
-7.05%
9.87%
8.05%
8.91%
Motilal Oswal Business Cycle Fund - Direct (G)
-3.36%
-2.79%
3.44%
-1.72%
N/A
N/A
21.49%
Motilal Oswal Business Cycle Fund - Regular (G)
-3.46%
-3.11%
2.73%
-3.16%
N/A
N/A
19.68%
Motilal Oswal Digital India Fund - Direct (G)
1.2%
-1%
2.07%
-2.67%
N/A
N/A
5.43%
Motilal Oswal Digital India Fund - Regular (G)
1.08%
-1.35%
1.32%
-4.11%
N/A
N/A
3.86%
Motilal Oswal ELSS Tax Saver Fund (G)
-5.36%
-4.52%
-5.73%
-12.63%
20.69%
20.41%
15.82%
Motilal Oswal ELSS Tax Saver Fund-Dir (G)
-5.27%
-4.24%
-5.17%
-11.6%
22.14%
21.88%
17.32%
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History