Niket Shah manages 11 mutual fund schemes at Motilal Oswal Mutual Fund with combined assets of ₹81,670 Cr. The largest are Motilal Oswal Midcap Reg Gr, Motilal Oswal Flexicap Reg Gr and Motilal Oswal Small Cap Reg Gr.

AUM of schemes managed
₹81,670 Cr
Co-managed schemes count in full
Schemes
11
Fund house
Motilal Oswal Mutual Fund
Largest category
Equity · 95%

Where the money sits

Share of assets managed, by fund category.

  • Equity95% · 9 schemes
  • Hybrid5% · 2 schemes

Funds managed by Niket Shah

Mutual fund schemes managed by Niket Shah, with AUM, expense ratio and 1, 3 and 5 year returns
Motilal Oswal Midcap Reg GrMid Cap Fund · Very High RiskAUM₹42,852 CrExpense1.70%1Y-2.81%3Y16.39%5Y17.63%
Motilal Oswal Flexicap Reg GrFlexi Cap · Very High RiskAUM₹14,160 CrExpense2.24%1Y0.31%3Y16.21%5Y11.29%
Motilal Oswal Small Cap Reg GrSmall Cap Fund · Very High RiskAUM₹8,150 CrExpense1.97%1Y19.44%3Y–5Y–
Motilal Oswal Multi Cap Reg GrMulti Cap Fund · Very High RiskAUM₹4,677 CrExpense2.37%1Y8.42%3Y–5Y–
Motilal Oswal Arbitrage Reg GrArbitrage Fund · Low RiskAUM₹3,486 CrExpense2.07%1Y5.89%3Y–5Y–
Motilal Oswal Large Cap Reg GrLarge Cap Fund · Very High RiskAUM₹3,147 CrExpense2.10%1Y-5.76%3Y–5Y–
Motilal Oswal Business Cycle Reg GrSectoral/ Thematic · Very High RiskAUM₹1,547 CrExpense2.43%1Y-2.99%3Y–5Y–
Motilal Oswal Consumption Reg GrSector - Consumption · Very High RiskAUM₹1,185 CrExpense2.44%1Y–3Y–5Y–
Motilal Oswal Digital India Reg GrSector - Technology · Very High RiskAUM₹930 CrExpense2.46%1Y5.28%3Y–5Y–
Motilal Oswal Innovation Opportunities Reg GrSectoral/ Thematic · Very High RiskAUM₹793 CrExpense2.60%1Y10.34%3Y–5Y–
Motilal Oswal Balance Advantage Reg GrDynamic Asset Allocation or Balanced Advantage · Very High RiskAUM₹744 CrExpense2.83%1Y-2.96%3Y1.29%5Y4.25%

These are each scheme's returns for the plan shown, not Niket Shah's personal track record: a manager may not have run a scheme for the whole period. “–” means the scheme has no return for that period yet, usually because it is younger. AUM is each scheme's total, including assets run by its co-managers. Past returns do not guarantee future returns.

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Niket Shah: frequently asked questions

Which mutual funds does Niket Shah manage?

Niket Shah manages 11 mutual fund schemes at Motilal Oswal Mutual Fund. The largest by assets are Motilal Oswal Midcap Reg Gr (₹42,852 Cr), Motilal Oswal Flexicap Reg Gr (₹14,160 Cr) and Motilal Oswal Small Cap Reg Gr (₹8,150 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.

How much money does Niket Shah manage?

The schemes Niket Shah manages or co-manages hold ₹81,670 Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Niket Shah is named on, not money managed alone.

Which fund house does Niket Shah work for?

Niket Shah is a fund manager at Motilal Oswal Mutual Fund. Other fund managers at Motilal Oswal Mutual Fund include Swapnil Mayekar, Rakesh Shetty and Sunil Sawant.

What are Niket Shah's qualifications?

Niket Shah's listed qualifications are M.B.A..