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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.13 | — | 0.80 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.25 | 7.32 | 3.21 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty 5 yr Benchmark G-Sec Index TRI |
FoFs (Domestic) - Debt Oriented invest majorly invest in debt mutual funds. These funds have more than 65% of total investment corpus in the debt instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal 5 Year G-Sec FoF | 8.75% | 5.53% | 5.53% |
BHARAT Bond FOF - April 2030 | 9.42% | 6.34% | 7.52% |
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FoF | 7.58% | 5.26% | 5.27% |
Bandhan All Seasons Bond Fund | 8.60% | 6.17% | 7.90% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
99.18 %
Holdings
0.82 %
Holdings
0.00 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
41
Total AUM
₹ 75,811.63 Cr.
Rakesh Shetty
AUM: ₹62,953.46 Cr.
|
Exp: 13yrs
Data not available
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%