APMI

Motilal Oswal Mid to Mega Strategy

Investment Approach Details

₹1425.12

(AUM CR)

PMS Provider Name

Motilal Oswal Asset Management Company Limited - Portfolio Managers

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

24/12/2019

Age

4.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Majority of weights for investments to be drawn from stocks in 101st to 400th companies in terms of full market capitalization. Minority weights for investment might also be drawn
from stocks beyond number 400 and from top 100 companies in terms of full market capitalization. As far as possible Companies should be drawn from a mix of sectors representing changing nature of society and economics in India

Fund Manager Details


Navin Agarwal
Work Exp. NA
Email ID navin@motilaloswal.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.05

1 Year Turnover

0.70