Live Fund
Motilal Oswal Asset Management Ltd

Motilal Oswal - Founders Fund Series 1

Cat - III Long Only · Multi cap & Flexi Cap
AUM (Cr.)
1882.00
Benchmark
S&P BSE 500 TRI
Inception Date
February 01, 2023
Minimum Investment
Rs. 1Cr.

Investment Approach Trailing Returns

PeriodInvestment Approach (%)Benchmark (%)
1M Return
-2.47
0.96
3M Return
3.29
6.57
6M Return
-1.21
5.62
1Y Return
-4.37
6.27
2Y Return
18.85
16.16
3Y Return
NA
15.25
5Y Return
NA
18.61
Since Inception
27.82
14.72

Investment Approach vs Benchmark

Market Composition

Large Cap
Mid Cap
Small Cap
Cash
Data Undisclosed

Fund Manager

Mr Dhaval Mehta

About the Fund Manager

Mr Dhaval Mehta, Fund Manager, has over 11 years of experience in equity research and portfolio management, with core domain expertise primarily focused on the consumer sector and related investment opportunities

Fee Structure

Fixed Fee (%)Performance Fee (%)Hurdle Rate (%)Exit Load (%)
NA NA NA 1 Year - 3%, 2 Year - 2%, 3 Year - 1%

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.

SEBI Registration No: NSE Cash: INB231219636 | SEBI Registration No: NSE Derivative: INF231219636 | SEBI Registration No: BSE Cash: INB011219632 | SEBI Registration No: MCX-SX: INE261219636 | SEBI Registration No: NSE Currency: INE231219636 | SEBI Registration No: USE: INE271219631 | SEBI Registration No: CDSL: IN-DP-CDSL-3242005 | NCDEX Membership No: 00635 | MCX Membership No: 28850 | NSEL Membership No: 10650 | RBI Registration No: NBFC: N-14.03215 | IRDA Registration Number : CB-066/03 | AMFI Registration No : ARN -0032| SEBI Registration No: Merchant Banker: INM000007508

* Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.