Want to reap the maximum benefits in the long run? Want to save your taxes while enjoying the good returns? Well, if the answers to these questions is a YES, you should start investing in Mutual Funds. That’s Right!
Today, MF is considered to be one of the smartest investment options that can cater all your financial needs. Be it marriage or child’s education on your mind, all your future financial goals can easily be fulfilled with the widest range of schemes.
Now, when it comes to mutual fund investment, there are plenty of schemes to choose from. Thus, it is obvious for an investor to get confused while selecting the best scheme. But with the help of financial experts, it is easy for you to know which scheme is the best. These professionals deeply study the market conditions and after doing the thorough research help their clients investing in the best fund.
But not everyone can afford to hire or consult an expert as far as investing in a fund is concerned. So, for all the beginners out there, don’t need to worry as there are many reliable and trustworthy sites available online with which you can easily know the best funds to invest.
Well, to keep you away from this hassle, we have come up with Motilal Oswal Mutual Fund Factsheet. That’s Right! Today, in this article, we are going to discuss the top performing funds being offered by this renowned fund house that can cater your various financial needs. So, without much ado, let’s just come to the point straight and tell you the best funds to invest for your loan term financial goals.
Equity Funds
Motilal Oswal Most Focused Midcap 30 Fund
NAV: 26.84
Return Since Inception:29.99%
Started On:24 February 2014
1 Year Return:22.06%
3 Year SIP Returns:15.63%
Minimum Investment:₹ 5,000
AUM:₹ 1351.22 Cr
Expense Ratio:2.43%
Fund Manager:Akash Singhania
Portfolio Holdings: RBL Bank Ltd (8.17%), Max Financial Services Ltd. (7.91%), TVS Motor Co. Ltd (6.42%), Bajaj Finance Ltd (6.26%), DCB Bank Ltd (5.27%), Page Industries Ltd (4.73%), Astral Poly Technik Ltd. (4.72%), AU Small Finance Bank Ltd. (4.52%), Cera Sanitaryware Ltd. (4.5%),Timken India Ltd (4.47%)
Sectoral Holdings: Financial (35.81%), Construction (13.15%), Engineering (11.63%), Chemicals (10.45%), Automobile (9.67%), Textiles (4.73%), FMCG (3.95%), Technology (3.48%), Cons Durable (2.56%), Healthcare (2%)
Debt Funds
Motilal Oswal Most Ultra Short Term Bond Fund
NAV: 13.17
Return Since Inception:6.72%
Started On:06 September 2013
1 Year Return:5.55%
3 Year SIP Returns:6.01%
Minimum Investment:₹ 5,000
AUM:₹ 1040.77 Cr
Expense Ratio:0.89%
Fund Manager:Abhiroop Mukherjee
Portfolio Holdings: Infrastructure Leasing & Financial Services Ltd. 88-D 15/12/2017(4.77%), Yes Bank Ltd. 07/02/2018(4.72%), IDFC Bank Ltd. 21/02/2018 (4.71%), National Bank For Agriculture & Rural Development 183-D 28/02/2018 (4.71%), Kotak Mahindra Bank Ltd. 01/03/2018(4.71%), Housing Development Finance Corpn. Ltd. 156-D 28/02/2018(4.7%), Indusind Bank Ltd. 15/03/2018 (4.7%), Bajaj Finance Ltd. 364-D 09/03/2018(4.69%), Power Finance Corpn. Ltd. 320-D 15/05/2018 (4.64%),Axis Bank Ltd. 28/06/2018 (4.61%)
Hybrid Funds
Motilal Oswal MOSt Focused Dynamic Equity Fund
NAV: 11.78
Return Since Inception:14.96%
Started On::27 September 2017
1 Year Return:20.35%
1 Year SIP Returns:15.87
Minimum Investment:₹ 5,000
AUM:₹ 1330.76 Cr
Expense Ratio:2.13%
Fund Manager:Gautam Sinha Roy
Portfolio Holdings: Housing Development Finance Corpn. Ltd (8.77%), Maruti Suzuki India Ltd(7.69%), HDFC Bank Ltd (5.65%), Indian Oil Corpn. Ltd (4.97%),Indusind Bank Ltd (4.32%), Eicher Motors Ltd.(4.3%), Lupin Ltd (4.17%), Bajaj Finance Ltd. (3.85%),Bank Of Baroda 9.14% (3.83%), Bharat Petroleum Corpn. Ltd (3.82%)
Sectoral Holdings: Financial (18.31%), Energy (8.47%), Healthcare (4.85%), Automobile (3.71%), FMCG (2.14%), Services (1.67%), Technology (1.4%)
Disclaimer- Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.
No comments:
Post a Comment