| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.96% |
| NAV | ₹11.7 (26 Jun 2019) |
|---|---|
| Fund Started | 21 Sep 2016 |
| Fund Size | ₹1,433 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 9.9% |
| Bajaj Finance Ltd. | Financial | Equity | 9.0% |
| United Spirits Ltd. | FMCG | Equity | 7.5% |
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| HDFC Bank Ltd. | Financial | Fixed Deposits | 4.9% |
| Titan Company Ltd. | Cons Durable | Equity | 4.7% |
| ICICI Bank Ltd. | Financial | Equity | 3.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 3.5% |
| Axis Bank Ltd. | Financial | CD | 3.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.1% |
Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ₹12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.
Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on 29th December, 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.
What makes Motilal Oswal stand out is its investment philosophy, whose aim is, "Buy Right: Sit Tight". The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.
They believe in the concept of 'buy and hold', which means, buying the right securities and holding on to them so that investors can be benefited from them in the long-term.