Motilal Oswal Midcap Regular Growth
Medium
Risk
Equity
Mid Cap Fund
+
32.12
%
32.12
%
3Y annualised
+
0.00
%
0.00
%
1D
1M
6M
1Y
3Y
All
Fund size
7972
NAV:
Mar 7, 2024
77.2109
Sector
Tech
Type
Equity
Launched
Feb 2014
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Jio Financial Services Ltd
10.97
%
Persistent Systems Ltd
9.92
%
Kalyan Jewellers India Ltd
9.59
%
Tube Investments of India Ltd Ordinary Shares
8.33
%
Prestige Estates Projects Ltd
6.19
%
Coforge Ltd
6.18
%
CG Power & Industrial Solutions Ltd
5.23
%
Balkrishna Industries Ltd
4.53
%
Deepak Nitrite Ltd
4.24
%
Zomato Ltd
3.9
%
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 Midcap Regular Growth
More details
Investment objective
The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. 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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