1M
All
| NAV: 11 Dec 2024 | ₹13.08 |
| Min. SIP amount | ₹500 |
| Rating | NA |
| Fund size | ₹1,027.71Cr |
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 Thematic
Absolute returns
| 3M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | 19.7% | 19.7% | NA | 28.8% |
| Category average | NA | NA | NA | NA |
| Rank with in category | 1 | 1 | NA | NA |
Understand terms
Holdings (18)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Shaily Engineering Plastics Ltd. | Chemicals | Equity | 9.59% |
Polycab India Ltd. | Capital Goods | Equity | 9.44% |
Coforge Ltd. | Technology | Equity | 9.31% |
Zomato Ltd. | Services | Equity | 9.31% |
Trent Ltd. | Services | Equity | 8.79% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 8.03% |
One97 Communications Ltd. | Services | Equity | 7.63% |
JIO Financial Services Ltd. | Financial | Equity | 7.28% |
Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | Equity | 7.11% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 5.39% |
Healthcare Global Enterprises Ltd. | Healthcare | Equity | 4.83% |
Sky Gold Ltd. | Consumer Discretionary | Equity | 4.02% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.74% |
NA | NA | Equity | 1.72% |
Waaree Energies Ltd. | Energy | Equity | 1.47% |
Bajaj Housing Finance Ltd. | Financial | Equity | 0.36% |
Baazar Style Retail Ltd. | Services | Equity | 0.32% |
NA | NA | Equity | 0.19% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.49%
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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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
Ajay KhandelwalAug 2024 - PresentView details
Ajay Khandelwal
Aug 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
Niket ShahAug 2024 - PresentView details
Niket Shah
Aug 2024 - 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
Atul MehraAug 2024 - PresentView details
Atul Mehra
Aug 2024 - Present
View details
Education
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
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
Deutsche Bank
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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