1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹117.51 |
| Min. SIP amount | ₹500 |
| Rating | 5 |
| Fund size | ₹18,604.02Cr |
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 | 65.7% | 35.1% | 33.4% | 26.0% |
| Category average | 41.5% | 21.0% | 26.9% | NA |
| Rank with in category | 1 | 1 | 2 | NA |
Understand terms
Holdings (23)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 9.97% |
Polycab India Ltd. | Capital Goods | Equity | 9.53% |
JIO Financial Services Ltd. | Financial | Equity | 8.81% |
Coforge Ltd. | Technology | Equity | 8.49% |
Persistent Systems Ltd. | Technology | Equity | 7.91% |
Tube Investments Of India Ltd. | Automobile | Equity | 5.75% |
Voltas Ltd. | Consumer Discretionary | Equity | 4.96% |
Balkrishna Industries Ltd. | Automobile | Equity | 3.85% |
Zomato Ltd. | Services | Equity | 3.67% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 2.90% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.58%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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
Ajay KhandelwalOct 2024 - PresentView details
Ajay Khandelwal
Oct 2024 - Present
View details
Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Also manages these schemes
Santosh SinghOct 2024 - PresentView details
Santosh Singh
Oct 2024 - Present
View details
Education
Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
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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