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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
1Y
All
NAV: 18 Dec 2025
₹11.16
Rating
NA
Min. SIP amount
₹500
Fund size
₹770.78Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharat Electronics Ltd. | Capital Goods | Equity | 5.91% |
Shaily Engineering Plastics Ltd. | Chemicals | Equity | 5.87% |
Hitachi Energy India Ltd. | Capital Goods | Equity | 4.06% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 4.06% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 4.05% |
Cummins India Ltd. | Capital Goods | Equity | 4.04% |
Ather Energy Ltd. | Automobile | Equity | 3.84% |
UNO Minda Ltd. | Automobile | Equity | 3.79% |
PTC Industries Ltd. | Metals & Mining | Equity | 3.67% |
Gabriel India Ltd. | Automobile | Equity | 3.62% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.53% |
Onesource Specialty Pharma Ltd. | Healthcare | Equity | 3.44% |
TVS Motor Company Ltd. | Automobile | Equity | 3.30% |
K.P.R. Mill Ltd. | Textiles | Equity | 3.29% |
Gujarat Fluorochemicals Ltd. | Chemicals | Equity | 3.19% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 3.17% |
Azad Engineering Ltd. | Capital Goods | Equity | 3.12% |
Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 3.09% |
Bharat Dynamics Ltd. | Capital Goods | Equity | 3.03% |
Samvardhana Motherson International Ltd. | Automobile | Equity | 3.01% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.98% |
Zen Technologies Ltd. | Technology | Equity | 2.96% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.94% |
Waaree Energies Ltd. | Energy | Equity | 2.84% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.83% |
Ola Electric Mobility Ltd. | Automobile | Equity | 2.35% |
Jain Resource Recycling Ltd. | Metals & Mining | Equity | 2.35% |
Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.46% |
Anthem Biosciences Ltd. | Healthcare | Equity | 0.96% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.07% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Thematic
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -5.2% | 1.9% | -3.0% | 13.4% |
| Category average | NA | NA | 0.4% | NA |
| Rank with in category | 17 | 14 | 13 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 0.90%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 90 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
Fund management
Swapnil P MayekarNov 2025 - PresentView details
Swapnil P Mayekar
Nov 2025 - Present
View details
Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes
Ajay KhandelwalJul 2024 - PresentView details
Ajay Khandelwal
Jul 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
Rakesh ShettyJul 2024 - PresentView details
Rakesh Shetty
Jul 2024 - 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
Atul MehraJul 2024 - PresentView details
Atul Mehra
Jul 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
Bhalchandra ShindeDec 2024 - PresentView details
Bhalchandra Shinde
Dec 2024 - Present
View details
Education
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience
Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
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
www.karvymfs.comPros and cons
Category: Equity Thematic
Pros
Lower expense ratio: 0.9%
Cons
1Y annualised returns lower than category average by 6.31%
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