Motilal Oswal Mutual Fund - Fund Manager
Qualification: Post Graduate Diploma in Management from IIM - Calcutta,Bachelor in Business Studies from shaheed Sukhdev College of Business Studies, University Of Delhi. Experience:Total experience 11 years, He is based at Chennai and will be responsible for investments and fund management.Prior assignments:i) Franklin Templeton Asset Management (India) Pvt.ltd. (September 2014 till date) Senior Research Analyst - responsible for research of publicity traded companies in India.ii) ICICI Securities (February 2010 - August 2014) Equity Research Analyst - responsible for equity research sector coverage.iii) Credit Analysis and Research Limited (April 2009 - February 2010) Ratings Analyst - IPO & Credit - responsible for ratings of IPO and Credit instruments.
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 Consumption Fund - Direct (G) | Equity: Sectoral : Thematic | 1119.27 |
Motilal Oswal Consumption Fund - Regular (G) | Equity: Sectoral : Thematic | 1119.27 |
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 Focused Fund - Direct (G) | Equity: Focused | 1531.94 |
Motilal Oswal Focused Fund (G) | Equity: Focused | 1531.94 |
Motilal Oswal Innovation Opportunities Fund-Dir (G) | Equity: Sectoral : Thematic | 460.63 |
Motilal Oswal Innovation Opportunities Fund-Reg (G) | Equity: Sectoral : Thematic | 460.63 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Piramal Finance Ltd | 8.45% |
| One 97 Communications Ltd | 5.35% |
| Collateralized Borrowing & Lending Obligation | 3.78% |
| Coforge Ltd | 3.72% |
| Radico Khaitan Ltd | 2.80% |
| 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 Consumption Fund - Direct (G) | -2.82% | N/A | N/A | N/A | N/A | N/A | -3.73% |
| Motilal Oswal Consumption Fund - Regular (G) | -2.94% | N/A | N/A | N/A | N/A | N/A | -3.92% |
| 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 Focused Fund - Direct (G) | -2.85% | 0.83% | -1.47% | -7.48% | 9.09% | 10.59% | 13.72% |
| Motilal Oswal Focused Fund (G) | -2.94% | 0.54% | -2.02% | -8.52% | 7.85% | 9.32% | 12.28% |
| Motilal Oswal Innovation Opportunities Fund-Dir (G) | -3.76% | -4.37% | 2.83% | N/A | N/A | N/A | 25.72% |
| Motilal Oswal Innovation Opportunities Fund-Reg (G) | -3.88% | -4.72% | 2.08% | N/A | N/A | N/A | 24.33% |
