Motilal Oswal Mutual Fund - Fund Manager
Qualification: M.M.S Finance & B.E. Mech . Experience:Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research.Mr. Shinde's professional journey has been marked by his expertise and significant contributions to the field.Prior to his current role at MOAMC, he dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, overseeing research across sectors such as Auto, Oil and Gas, and Real Estate.He has also been associated with Max Life Insurance and Centrum Broking.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Motilal Oswal Active Momentum Fund - Dir (G) | Equity: Sectoral : Thematic | 221.9 |
Motilal Oswal Active Momentum Fund - Reg (G) | Equity: Sectoral : Thematic | 221.9 |
Motilal Oswal Infrastructure Fund - Direct (G) | Equity: Sectoral : Thematic | 81.96 |
Motilal Oswal Infrastructure Fund - Regular (G) | Equity: Sectoral : Thematic | 81.96 |
Motilal Oswal Manufacturing Fund - Direct (G) | Equity: Sectoral : Thematic | 809.96 |
Motilal Oswal Manufacturing Fund - Regular (G) | Equity: Sectoral : Thematic | 809.96 |
Motilal Oswal Services Fund - Direct (G) | Equity: Sectoral : Thematic | 72.74 |
Motilal Oswal Services Fund - Regular (G) | Equity: Sectoral : Thematic | 72.74 |
Motilal Oswal Special Opportunities Fund - Dir (G) | Equity: Sectoral : Thematic | 62.14 |
Motilal Oswal Special Opportunities Fund - Reg (G) | Equity: Sectoral : Thematic | 62.14 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Bharat Electronics Ltd | 4.95% |
| Shaily Engineering Plastics Ltd | 4.75% |
| Ather Energy Ltd | 4.04% |
| Collateralized Borrowing & Lending Obligation | 3.88% |
| Bharat Heavy Electricals Ltd | 3.71% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund - Dir (G) | -1.56% | 5.67% | 8.97% | N/A | N/A | N/A | 20% |
| Motilal Oswal Active Momentum Fund - Reg (G) | -1.57% | 5.65% | 8.92% | N/A | N/A | N/A | 19.92% |
| Motilal Oswal Infrastructure Fund - Direct (G) | -5.73% | -0.78% | 5.07% | N/A | N/A | N/A | 18.34% |
| Motilal Oswal Infrastructure Fund - Regular (G) | -5.76% | -0.84% | 4.98% | N/A | N/A | N/A | 18.22% |
| Motilal Oswal Manufacturing Fund - Direct (G) | -4.47% | -5.28% | -0.89% | -4.16% | N/A | N/A | 9.25% |
| Motilal Oswal Manufacturing Fund - Regular (G) | -4.59% | -5.62% | -1.66% | -5.57% | N/A | N/A | 7.68% |
| Motilal Oswal Services Fund - Direct (G) | -0.99% | 2.69% | 7.36% | N/A | N/A | N/A | 7.36% |
| Motilal Oswal Services Fund - Regular (G) | -1.03% | 2.62% | 7.26% | N/A | N/A | N/A | 7.26% |
| Motilal Oswal Special Opportunities Fund - Dir (G) | -3.51% | -0.45% | N/A | N/A | N/A | N/A | 3.51% |
| Motilal Oswal Special Opportunities Fund - Reg (G) | -3.52% | -0.47% | N/A | N/A | N/A | N/A | 3.48% |
Fund Performance
Sector Weights
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Aum Movement
Fund Manager History
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