Widely read:
Investment objective
The investment objective of the scheme is to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential.
Investment strategy
The scheme will invest 65-100 per cent of its assets in top-200 companies (market capitalisation-wise), 0-25 per cent in those beyond top-200 and 0-10 per cent in debt. However, the scheme will not invest in stocks below market capitalisation of 1,400 crore.
The scheme will be benchmarked against CNX Nifty Index. The scheme will only invest in 25 stocks. Generally, the equity diversified funds have more than 45 stocks in its portfolio. There are a few funds which have even more than 60 to 70 stocks in their portfolios.
Similar Funds
Among 370 equity schemes, there are 7 schemes which invest in less than 25 stocks.
Fund Manager
Taher Badhsah and Abhiroop Mukherjee will be managing this scheme. Badshah will be the equity fund manager. He has over 18 years of experience in fund management and investment research. He is a B.E. in Electronics from the University of Mumbai with a Masters in Management Studies (Finance) from the SP Jain Institute of Management, Mumbai. And Mukherjee will be the debt fund manager and he also manages Motilal Oswal MOSt 10 Year Gilt Fund.
Fund House
Motilal Oswal Mutual Fund launched its first fund in July 2010. It has overall 6 schemes including this new one - 4 Equity, 1 Debt and 1 Gold scheme. Out of 6 schemes, it has 4 ETFs and 2 actively managed funds. Overall, it manages Rs 538.53 crores as on March 31, 2013.
Basic Details
NFO Open: April 22, 2013
NFO Close: May 6, 2013
NFO Price: Rs 10
Plans: Regular & Direct Plan
Minimum Application Amount: Rs 10,000
Exit load: NIL
Benchmark: CNX Nifty Index
Fund Managers: Taher Badhsah & Abhiroop Mukherjee
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