Investment Objective - To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. However, there can be no assurance that the investment objective of the scheme will be realized.
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
---|---|---|---|---|---|---|---|---|---|
Fund Returns (%) | -0.90 | 1.97 | 6.71 | 23.17 | NA | NA | NA | NA | 31.89 |
Category Average (%) | -1.26 | 1.11 | 2.40 | 9.56 | -2.54 | 9.44 | 9.18 | NA | 14.49 |
Rank within Category | 669 | 103 | 66 | 33 | NA | NA | NA | NA | 34 |
* Returns over 1 year are CAGR
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
39.32 | 29,871 | -0.91 | 1.21 | 1.65 | 8.62 | 0.77 | 24.94 | 34.60 | NA | 22.70 | 0.63 | |
220.02 | 14,734 | -2.09 | -0.05 | -2.12 | 5.63 | -7.12 | 17.22 | 20.83 | 17.84 | 27.48 | 0.96 | |
26.44 | 13,643 | -0.53 | 1.30 | 4.30 | 13.67 | 4.88 | 24.84 | NA | NA | 23.09 | 0.74 | |
11.31 | 11,537 | -1.33 | 2.78 | 6.53 | 13.30 | -1.02 | NA | NA | NA | 9.50 | 0.77 | |
53.94 | 11,520 | -3.92 | -0.43 | -4.05 | 2.28 | -11.65 | 17.40 | 22.00 | NA | 18.88 | 0.43 | |
10.37 | 10,123 | 0.19 | 2.47 | 1.87 | 10.08 | 1.17 | NA | NA | NA | 3.15 | 0.53 | |
150.11 | 9,688 | -1.03 | -0.30 | -0.82 | 8.85 | 3.50 | 16.63 | 24.04 | 15.01 | 23.70 | 1.01 | |
10.74 | 9,412 | -0.25 | 1.86 | 0.69 | 8.33 | -9.13 | NA | NA | NA | 4.66 | 0.88 | |
47.93 | 8,371 | -0.53 | 1.02 | 0.72 | 11.35 | 8.94 | 20.15 | 25.09 | 18.09 | 15.99 | 0.77 | |
571.52 | 8,357 | -1.78 | -1.76 | 1.43 | 4.47 | -0.88 | 24.20 | 19.72 | 13.79 | 37.40 | 0.89 |
Over the past
Total investment of ₹5000
Would have become ₹5,000 (+0.00%)
Mr. Niket Shah has done his Masters in Business Administration (MBA) in Finance from Welingkar Institute of Management studies. Prior to joining MOAMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
View MoreHere is the list of funds managed by Niket Shah
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
---|---|---|---|---|---|
Equity - Mid Cap | 118.18 | 34,780 | -3.94 | 35.46 | |
Equity - Flexi Cap | 69.29 | 13,679 | -1.28 | 21.91 | |
Equity - Small Cap | 14.48 | 5,268 | 2.38 | NA | |
Equity - Multi Cap | 14.02 | 4,285 | 9.33 | NA | |
Equity - Large Cap | 14.25 | 2,701 | 5.82 | NA | |
Equity - Sectoral/Thematic | 12.95 | 1,976 | 12.72 | NA | |
Hybrid - Arbitrage | 10.55 | 1,224 | NA | NA | |
Equity - Sectoral/Thematic | 10.44 | 836 | NA | NA | |
Equity - Sectoral/Thematic | 13.20 | 325 | NA | NA |
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
118.18 | 34,780 | -3.54 | -1.28 | 0.69 | 11.50 | -3.94 | 26.50 | 35.46 | 19.16 | 23.76 | 0.69 | |
69.29 | 13,679 | -2.92 | 0.63 | 1.21 | 10.63 | -1.28 | 22.83 | 21.91 | 14.66 | 18.48 | 0.86 | |
37.97 | 12,628 | -0.92 | 4.59 | 3.83 | 18.37 | 1.57 | 30.36 | 32.38 | NA | 25.24 | 0.65 | |
45.54 | 5,632 | 0.92 | 7.10 | 17.26 | 14.28 | 32.14 | 33.31 | 21.70 | NA | 24.92 | 0.21 | |
14.48 | 5,268 | -0.70 | 2.07 | 2.05 | 12.27 | 2.38 | NA | NA | NA | 23.72 | 0.61 | |
14.02 | 4,285 | -3.38 | 0.94 | 2.80 | 11.64 | 9.33 | NA | NA | NA | 30.74 | 0.60 |