Table of Content
It’s a new series! Mutual Funds Sahi Hai
‘Fund of the Week’ is a new series of weekly articles from Sqrrl’s Blog. This series aims to familiarise the readers with the top performing mutual funds in the industry, covering aspects like returns, past performance, details about the fund manager, etc.. These articles are written after extremely detailed and enthusiastic research by Sqrrl’s team of writers.
We hope you’ll find these articles, and can truly understand the reason why ‘Mutual Funds Sahi Hai’.
Motilal Oswal Most Focused 35 Fund
Fund Managers
Mr. Gautam Sinha Roy (Equity Component)
Mr. Gautam Sinha Roy has over 12 years of rich and varied experience in fund management & research. He is also the co-fund manager for Motilal Oswal MOST Focused 5 Fund. He’s worked with IIFL Capital (Singapore), Mirae Asset Global Investments, Edelweiss Capital & GE Capital Intnl. Services.
Mr. Swapnil Mayekar (For Foreign securities)
Mr. Mayekar has over 12 years of experience in the financial services industry. Has been part of the fund management & product development team for last 5 years.
Mr. Abhiroop Mukherjee (For Debt Component)
He holds a B.Com degree with MBA & over 10 years of experience in Trading Fixed Income Securities. He has also worked with PNB GILTS LTD. as a WDM Dealer.
Mr. Siddaharth Bothra (For Equity Component) (Co-Fund Manager)
He has a rich experience of over 17 years in the field of research & investments.
Type of Fund
Open Ended Diversified Equity Scheme (read more on types of mutual funds here)
The investment objective of the Scheme is to achieve long-term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market capitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Details about the Fund
Minimum Investment
Rs 5,000, and in multiples of Re 1 thereafter.
Load Details
Entry load: Not Applicable
Exit Load: 1% if redeemed on or before 1 year. Nil if redeemed after 1 year.
Suitable For
Investors who would like to invest with a Long-term wealth creation view. Suitable for people who want to build wealth in the future.
Risk Level: Medium Risk
Here are the Top 3 Features of this week’s fund
1. Long-term capital appreciation
By primarily investing in a maximum of 35 equity & equity related instruments across sectors & market capitalization level is the schemes primary objective.
2. SIPs
Investors can opt-in for weekly, fortnightly, monthly, quarterly & even annual SIP. Minimum amounts for these range between Rs 1000- Rs 5000.
3. Returns
The scheme has been giving constant returns of over 18% in the three-year horizon and hence has been in favor with new and old investors alike.
To start investing with this fund, Download Sqrrl app now and start Sqrrl Away. It has the liquid fund as its underlying scheme. And what’s best is that your money is instantly available to you, and you get 2x returns compared to your bank a/c.
You can click here to download our app.
Sqrrl was recently featured by Outlook Money, and YourStory for our quest to help Indians and especially young Indians save, invest & prosper.