1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹37.59 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹1,949.15Cr |
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 | 39.7% | 22.3% | 29.0% | 29.4% |
| Category average | 41.5% | 21.0% | 26.9% | NA |
| Rank with in category | 25 | 13 | 11 | NA |
Understand terms
Holdings (150)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Suzlon Energy Ltd. | Capital Goods | Equity | 2.68% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 2.07% |
The Indian Hotels Company Ltd. | Services | Equity | 1.69% |
Persistent Systems Ltd. | Technology | Equity | 1.63% |
Lupin Ltd. | Healthcare | Equity | 1.49% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.47% |
Cummins India Ltd. | Capital Goods | Equity | 1.45% |
PB Fintech Ltd. | Services | Equity | 1.45% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.42% |
BSE Ltd. | Services | Equity | 1.41% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.3%
3Y and 5Y annualised returns higher than category average
Cons
1Y annualised returns lower than category average by 1.86%
Expense ratio, exit load and tax
Expense ratio: 0.30%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 15 days.
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
Dishant MehtaOct 2024 - PresentView details
Dishant Mehta
Oct 2024 - Present
View details
Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
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
www.karvymfs.comCompare funds
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