Motilal Oswal - NTDOP
EQUITY MULTI CAP
Aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth.
+14.48%
3Y annualised returns
+11.88%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
03 Aug '07
Total AUM
₹4,562.38Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.7%
Cash4.3%
Equity market cap split
Mid Cap41.8%
Small Cap38.1%
Large Cap15.7%
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
2.00%
PMS management
VAVaibhav AgrawalFund Manager, Alternate ProductsView details
VA
Vaibhav Agrawal
Fund Manager, Alternate Products
View details
About
Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Experience
Over a decade of experience in investment management and analysis.
Investment philosophy
Specializes in stock picking and generating index-beating returns.
Previously worked at
- CRISIL
- Motilal Oswal Asset Management
Awards
- Proven track record of generating index-beating returns and has managed a proprietary PMS.
MSManish SonthaliaChief Investment Officer, Emkay Investment Managers Ltd.View details
MS
Manish Sonthalia
Chief Investment Officer, Emkay Investment Managers Ltd.
View details
About
Manish Sonthalia is a commerce graduate from St Xaviers Kolkata and an MBA from IISWBM. Manish is also the member of ICAI, ICWAI & ICSI. He has three decades of experience in the markets with forte in research, asset management and investment management. He is the Chief Investment Officer at Emkay Investment Managers Ltd.
Experience
Has three decades of experience in the financial markets.
Investment philosophy
Specializes in research, asset management, and investment management.
PMS house
Motilal Oswal Asset Management
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