Motilal Oswal Mutual Fund - Fund Manager
Qualification: Bachelors of Commerce. Experience:Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund's management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Motilal Oswal Flexi Cap Fund (G) | Equity: Flexi Cap | 11466.13 |
Motilal Oswal Ultra Short Term Fund (G) | Debt: Ultra Short Duration | 278.26 |
Motilal Oswal Focused Fund (G) | Equity: Focused | 2075.36 |
Motilal Oswal Midcap Fund (G) | Equity: Mid Cap | 14445.55 |
Motilal Oswal ELSS Tax Saver Fund (G) | Equity: ELSS | 3835.43 |
Motilal Oswal Balance Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1270.57 |
Motilal Oswal Nasdaq 100 FOF - Regular (G) | Other: FoFs Overseas | 4844.82 |
Motilal Oswal Large and Midcap Fund (G) | Equity: Large & Mid Cap | 5335.94 |
Motilal Oswal S&P 500 Index Fund (G) | Other: Index | 3438.82 |
Motilal Oswal Liquid Fund - Regular (G) | Debt: Liquid | 718.71 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Motilal Oswal NASDAQ 100 ETF | 8.40% |
| Collateralized Borrowing & Lending Obligation | 6.17% |
| Polycab India Ltd | 4.66% |
| Persistent Systems Ltd | 4.59% |
| Jio Financial Services Ltd | 4.29% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Flexi Cap Fund (G) | 7.91% | 15.55% | 26.72% | 51.14% | 18.04% | 19.08% | 18.8% |
| Motilal Oswal Ultra Short Term Fund (G) | 0.46% | 1.5% | 3.02% | 6.05% | 4.75% | 4.41% | 4.2% |
| Motilal Oswal Focused Fund (G) | 10.21% | 19.35% | 25.01% | 37.29% | 14.3% | 19.33% | 15.46% |
| Motilal Oswal Midcap Fund (G) | 7.09% | 18.53% | 33.31% | 60.11% | 36.85% | 34.27% | 24.76% |
| Motilal Oswal ELSS Tax Saver Fund (G) | 10.38% | 16.82% | 30.98% | 60.83% | 24.02% | 26.12% | 18.73% |
| Motilal Oswal Balance Advantage Fund (G) | 8.36% | 16.31% | 19.81% | 23.97% | 14.06% | 13.73% | 11.13% |
| Motilal Oswal Nasdaq 100 FOF - Regular (G) | 5.23% | 0.16% | 6.18% | 23.69% | 10.37% | 21.92% | 21.51% |
| Motilal Oswal Large and Midcap Fund (G) | 10.71% | 17.05% | 29.28% | 54.69% | 24.37% | N/A | 27.02% |
| Motilal Oswal S&P 500 Index Fund (G) | 3.22% | 1.47% | 7.2% | 22.03% | 11.01% | N/A | 17.68% |
| Motilal Oswal Liquid Fund - Regular (G) | 0.55% | 1.66% | 3.42% | 6.91% | 5.55% | 4.7% | 4.83% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
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