Motilal Oswal Nifty India Defence Index Fund Review

Motilal Oswal Nifty India Defence Index Fund Review – Motilal Oswal Nifty India Defence Index Fund Direct NFO Open on 13 June 2024 and Close on 27 June 2024. Motilal Oswal Nifty India Defence Index Fund Direct NFO Allotment Date is 28 June 2024, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount  is ₹500. The Minimum SIP Investment Amount is not Supported.

Type of the Scheme

An open-ended fund replicating/tracking the Nifty India Defence Total Return Index.

Scheme Benchmark : Nifty India Defence Total Return Index. The index mentioned as benchmark above, is ideal benchmark for this scheme, since the investment objective of the scheme is to replicate / track the performance of the index.

Motilal Oswal Nifty India Defence Index Fund Scheme Benchmark

Top constituents by weightage

Motilal Oswal Nifty India Defence Index Fund Nfo Important Date

Motilal Oswal Nifty India Defence Index Fund Nfo Other Details

Motilal Oswal Nifty India Defence Index Fund Review Asset Allocation

Motilal Oswal Nifty India Defence Index Fund Sector Representation

Investment Objective of the Scheme ? 

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty India Defence Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

Motilal Oswal Nifty India Defence Index Fund Review Index Return

Motilal Oswal Nifty India Defence Index Fund Review Manager Details

• Fund Manger :   Mr. Swapnil Mayekar
• Qualification  :   Qualification: Master of Commerce (Finance Management)
  
• Experience  :      Swapnil has over 13 years of experience in the fund management and product development. Motilal Oswal Asset Management Company Ltd. from March 2010 onwards Business Standard, Research Associate from August 2005 to February 2010.

• Fund Manger :   Rakesh Shetty
• Qualification  :   Bachelors of Commerce (B.Com)
  
• Experience  :      He has more than 14 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.

How Will The Scheme Allocate Its Assets?

• The scheme will not make any investment in Securitised Debt.
• The Scheme shall not invest in repo in corporate debt and corporate reverse repo.
• The Scheme shall not engage in short selling The Scheme shall not invest in unrated debt instrument.
• The Scheme shall not invest in Credit Default Swaps (CDS).
• The Scheme shall not invest in REITS/ InVITS
• The Scheme shall not invest in AT1 and AT2 bonds.
• The scheme shall have no Overseas Securities/ ADR & GDRs.
• The Scheme will not invest in debt instruments having Structured Obligations / Credit Enhancements.
• The scheme will not invest in securities covered clause 12.2 of SEBI Master Circular No. SEBI /HO/IMD/ IMD-PoD-1 / P/ CIR / 2023/74 dated May 19, 2023.

Also Read: HDFC NIFTY100 Low Volatility 30 Index Fund Review

Fund Manager Manages the Scheme? 

1. Mr. Swapnil Mayekar
2. Rakesh Shetty

Motilal Oswal Nifty India Defence Index Fund Registrar

KFIN TECHNOLOGIES LIMITED
Selenium Tower- B, Plot 31-32, Gachibowli, Financial
District, Nanakramguda, Serilingampally, Hyderabad500 032, Telangana, India.
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna

Motilal Oswal Nifty India Defence Index Fund Form Download

https://portal.amfiindia.com/spages/13945.pdf