1M
6M
1Y
3Y
All
| NAV: 06 Sep 2024 | ₹39.04 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹1,878.23Cr |
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
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 44.1% | 26.1% | 31.3% |
| Category average | NA | 45.4% | 23.9% | NA |
| Rank with in category | NA | 24 | 11 | NA |
Understand terms
Holdings (150)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.88% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.71% |
The Indian Hotels Company Ltd. | Services | Equity | 1.64% |
Cummins India Ltd. | Capital Goods | Equity | 1.63% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.40% |
Yes Bank Ltd. | Financial | Equity | 1.37% |
Bharat Forge Ltd. | Automobile | Equity | 1.35% |
PB Fintech Ltd. | Services | Equity | 1.33% |
HDFC Asset Management Company Ltd. | Financial | Equity | 1.32% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.30% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.3%
3Y annualised returns higher than category average by 2.19%
Cons
1Y annualised returns lower than category average by 1.36%
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
Swapnil P MayekarAug 2019 - PresentView details
Swapnil P Mayekar
Aug 2019 - 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
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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