+
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

fund_logo
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.
Calculate returns
One-time
Monthly SIP
0
0
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CUSTOM CSS
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
60,00,000
2
Yrs
Total returns will be
60,00,000
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Start investing
iphone_13_animation_vance

Begin your investing journey today. Get Vance.