A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,206 | -1.32% | |
| 3 years | ₹1,80,000 | ₹2,16,915 | +20.51% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Motilal Oswal Nifty 500 Index Fund Direct - Growth | NA | Mutual Fund | 49.65% |
| Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth | NA | Mutual Fund | 18.82% |
| Motilal Oswal S&P 500 Index Fund Direct - Growth | NA | Mutual Fund | 16.23% |
| Motilal Oswal Gold ETF-Growth | NA | Mutual Fund | 14.70% |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +8.8% | +16.5% | +18.9% | +15.2% |
| Category average (Hybrid Multi Asset Allocation) | +8.6% | +15.1% | +17.8% | -- |
| Rank (Hybrid Multi Asset Allocation) | -- | 19 | 11 | -- |
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
A form of tax payable for the purchase or sale of an asset or security.
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +20.70% | +22.73% | 8,722.27 | ||
| +12.75% | +21.58% | 6,551.14 | ||
| +17.89% | +20.52% | 75,067.36 | ||
| +19.81% | +19.52% | 12,011.68 | ||
| +15.20% | +16.54% | 5,303.17 | ||
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