What is the hurdle rate of Motilal Oswal - BOP?

The hurdle rate of Motilal Oswal - BOP is 8.00%.

What is the fixed fee charged in Motilal Oswal - BOP ?

The fixed fee charged in Motilal Oswal - BOP is 2.50%.

What is the variable fee charged in Motilal Oswal - BOP ?

There is no option for Variable fee.

What is the profit sharing in Motilal Oswal - BOP ?

The profit sharing in Motilal Oswal - BOP is 20% Profit Sharing Over 8% Hurdle Rate.

What is the minimum investment in Motilal Oswal - BOP ?

The minimum investment in Motilal Oswal - BOP is ₹50 Lacs

What type of scheme is Motilal Oswal - BOP?

Motilal Oswal - BOP is an Equity scheme. It falls in the MULTI CAP category.

What is the inception date of Motilal Oswal - BOP?

The inception date of Motilal Oswal - BOP is Dec 18, 2017.

Motilal Oswal - BOP

Motilal Oswal Asset Management Company Ltd
MULTI CAP

Out of *
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Share

Portfolio age7 years, 8 months

1.86%

0.06%

Hurdle Rate**8.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 30/11/2024)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (1.41%)

Allocation by Market Cap

Small Cap (37.85%)

Mid Cap (41.37%)

Large Cap (19.37%)

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

1495.25

(As on Nov, 2024)

Inception Date

Dec 18, 2017

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

No Option

Hurdle Rate

8.00%

Profit Sharing

20% Profit Sharing Over 8% Hurdle Rate

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Strategy aims to predominantly invest in Small and Midcap stocks with a focus on identifying potential winners. Five basic themes- Affordable Housing, Market share gain by NBFCs & Private Sector Banks from PSU Banks, Rise in Consumer discretionary, agriculture & GST beneficiaries.

Investment Approach

“Buy & Hold” strategy of QGLP. The Portfolio will be constructed based on in-depth research leading to bottom-up stock picking with a view of equities from 3-4 years perspective.