1M
6M
All
| NAV: 04 Oct 2024 | ₹13.89 |
| Min. SIP amount | ₹500 |
| Rating | NA |
| Fund size | ₹2,363.14Cr |
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 Small Cap
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | 2.9% | 15.9% | 34.6% | 40.4% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | 2 | 5 | NA |
Understand terms
Holdings (37)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
V-Guard Industries Ltd. | Consumer Discretionary | Equity | 4.05% |
Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 3.79% |
VA Tech Wabag Ltd. | Capital Goods | Equity | 3.66% |
Triveni Turbine Ltd. | Construction | Equity | 3.48% |
Shaily Engineering Plastics Ltd. | Chemicals | Equity | 3.46% |
Pricol Ltd. | Automobile | Equity | 3.39% |
CCL Products (India) Ltd. | Consumer Staples | Equity | 3.24% |
Karur Vysya Bank Ltd. | Financial | Equity | 3.18% |
INEOS Styrolution India Ltd. | Chemicals | Equity | 3.16% |
V-Mart Retail Ltd. | Services | Equity | 3.05% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.44%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 year.
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
Ajay KhandelwalDec 2023 - PresentView details
Ajay Khandelwal
Dec 2023 - 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 ShahDec 2023 - PresentView details
Niket Shah
Dec 2023 - 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
Santosh SinghOct 2024 - PresentView details
Santosh Singh
Oct 2024 - Present
View details
Education
Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
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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