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Showing posts with the label AMC

Posted by Ravikumar.

Motilal Oswal Active Momentum Fund - NFO

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 Is Momentum Funds are next big things ??? Motilal Oswal Active Momentum Fund NFO Details Description Fund Name Motilal Oswal Active Momentum Fund – Direct (G) Fund Type Open Ended Category Thematic Fund NFO Open Date 24-February-2025 NFO End Date 10-March-2025 Minimum Investment Amt ₹500/- and any amount thereafter Entry Load -Nil- Exit Load 1% -If redeemed within 3 months from the day of allotment. Nil -If redeemed after 3 months from the date of allotment. Fund Manager Mr. Ajay Khandelwal & Varun Sharma Benchmark NIFTY 500 TRI The Motilal Oswal Active Momentum Fund  be managed by Ajay Khandelwal, Varun Sharma, and Rakesh Shetty, and its performance will be compared to the Nifty 500 TRI. For lump sum, a minimum application fee of Rs 500 is required, followed by multiples of Re 1. The minimum investment amount for SIP is Rs 500, and it must be made in multiples of Rs 1 with a minimum of 12 installments. Investment Objective and Strategy : Catching the momentum Invest...

What is a mutual fund? and how its created?

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  What is a mutual fund?   General definition:  Mutual fund made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets.  SEBI definition:  a fund established in the form of a trust to raise monies through the sale of units to the public or a section of the public under one or more schemes for investing in securities including money market instruments or gold or gold-related instruments or real estate assets. How the mutual fund is created?   The mutual fund is created by 5 different layers of organization or entities. They act differently with a defined goal.    Mutual fund trust sponsor trustee AMC RTA   Mutual fund trust:   To create a trust, trustees are appointed. When they are appointed, they are jointly referred as 'Board of trustees' Their role is to protect the interest of investors. the trustees are named in the trust deed. They are governed by ...