1M
6M
1Y
3Y
5Y
All
| NAV: 13 May 2024 | ₹92.01 |
| Min. SIP amount | ₹500 |
| Rating | 5 |
| Fund size | ₹9,819.09Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 55.7% | 37.3% | 29.1% | 24.2% |
| Category average | 49.4% | 24.2% | 24.1% | NA |
| Rank with in category | 7 | 1 | 2 | NA |
Understand terms
Holdings (22)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
JIO Financial Services Ltd. | Financial | Equity | 11.81% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 9.76% |
Persistent Systems Ltd. | Technology | Equity | 8.87% |
Tube Investments Of India Ltd. | Automobile | Equity | 8.38% |
Prestige Estates Projects Ltd. | Construction | Equity | 5.86% |
Coforge Ltd. | Technology | Equity | 5.51% |
Balkrishna Industries Ltd. | Automobile | Equity | 4.45% |
Indus Towers Ltd. | Communication | Equity | 4.34% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 4.12% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 4.11% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.60%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Niket ShahMar 2018 - PresentView details
Niket Shah
Mar 2018 - Present
View details
Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, 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.
Also manages these schemes
Ankush SoodNov 2022 - PresentView details
Ankush Sood
Nov 2022 - Present
View details
Education
Mr. Sood is a B.Tech, MBA (Tech)
Experience
He has prior experience prominently in Institutional Sales Trading Function. He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.
Also manages these schemes
Rakesh ShettyNov 2022 - PresentView details
Rakesh Shetty
Nov 2022 - Present
View details
Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, 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.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NAWebsite
www.motilaloswalmf.com
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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