Motilal Oswal Asset Management Pvt Ltd

Motilal Oswal - Hedged Equity Multi Factor Strategy

Cat - III Long Only, Multi cap & Flexi Cap

AUM (Cr.)

Undisclosed

Benchmark

Nifty 500 TRI

Inception Date

December 01, 2022

Minimum Investement

Rs. 1Cr.

Invest Now Get a Callback

Investment Approach Trailing Returns

Period	Investment Approach (%)	Benchmark (%)
1M Return	1.83	1.00
3M Return	4.54	6.70
6M Return	2.77	6.70
1Y Return	-5.99	6.55
2Y Return	9.13	16.44
3Y Return	16.71	15.57
5Y Return	NA	NA
Since Inception	12.61	14.55

Investment Approach vs Benchmark

Market Composition

Large Cap

Mid Cap

Small Cap

Cash

Fund Manager

Mr Bijon Pani

Dr. Bijon Pani, Ph.D., serves as a Senior Quantitative Fund Manager at Motilal Oswal Asset Management Company Ltd., where he leads quantitative strategies for AIF and PMS products, drawing on over 12 years of experience in quantitative investment management across global and Indian markets. Holding a Ph.D. in Finance specializing in factor investing from EDHEC Business School under Prof. Frank J. Fabozzi, an MS in Finance from London Business School, and an MSc in Computer Science from Oxford University, he previously held roles at NJ Asset Management as Chief Investment Officer, IDFC AMC, Barclays Capital, and Eden Financial, while also serving as visiting faculty at XLRI Jamshedpur.

Fee Structure

Fixed Fee (%)	Performance Fee (%)	Hurdle Rate (%)	Exit Load (%)
NA	NA	NA	NA

Disclaimer : Past performance of Portfolio Managers/Investment Approaches, including model portfolios, is not indicative of future results and has been obtained from public sources. RR Finance and its representatives make no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of such information. Investors are requested to carry out their own independent due diligence and consult their financial advisors before making any investment decisions. Investments are subject to market risks. Read all scheme related documents carefully.