Motilal Oswal - BOP
EQUITY MULTI CAP
A high conviction, concentrated portfolio investing across market capitalizations with a 'Buy Right Sit Tight' philosophy.
+22.24%
3Y annualised returns
+16.83%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
18 Dec '17
Total AUM
₹1,495.25Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.6%
Cash1.4%
Equity market cap split
Mid Cap41.4%
Small Cap37.9%
Large Cap19.4%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2%
PMS management
AMAtul MehraFund managerView details
AM
Atul Mehra
Fund manager
View details
About
Atul has over 12 years of experience in equity research and fundmanagement specializing in mid and smallcap space, with over 7 years with Motilal Oswal Group. Before joining Motilal Oswal, he was associated with Edelweiss Capital. Atul is a Chartered Financial Analyst (CFA) from CFA Institute, USA and a Masters in Commerce.
PMS house
Motilal Oswal Asset Management
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