Motilal Oswal Large and Midcap Fund Regular Growth
Medium
Risk
Equity
Large And Mid Cap Fund
+
23.26
%
23.26
%
3Y annualised
+
0.66
%
0.66
%
1D
1M
6M
1Y
3Y
All
Fund size
3477
NAV:
Mar 7, 2024
25.0973
Sector
Tech
Type
Equity
Launched
Oct 2019
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Jio Financial Services Ltd
6.6
%
Trent Ltd
6.37
%
Zomato Ltd
6.2
%
Kalyan Jewellers India Ltd
6.02
%
Prestige Estates Projects Ltd
5.44
%
Global Health Ltd
5.07
%
IndusInd Bank Ltd
5.01
%
Fortis Healthcare Ltd
3.52
%
InterGlobe Aviation Ltd
3.45
%
Suzlon Energy Ltd
3.16
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Motilal Oswal Large and Midcap Fund Regular Growth
More details
Investment objective
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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