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Motilal Oswal Midcap Regular Growth

Medium
Risk
Equity
Mid Cap Fund
+
32.90
%
32.90
%
3Y annualised
+
0.92
%
0.92
%
1 Day returns
Fund size
7972
NAV:
Feb 16, 2024
76.2021
Sector
Tech
Type
Equity
Launched
Feb 2014
Min Investment
500
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
Persistent Systems Ltd
10.22
%
Tube Investments of India Ltd Ordinary Shares
9.66
%
Jio Financial Services Ltd
9.34
%
Prestige Estates Projects Ltd
7.14
%
Zomato Ltd
7.00
%
Coforge Ltd
6.27
%
CG Power & Industrial Solutions Ltd
5.88
%
Balkrishna Industries Ltd
5.31
%
Deepak Nitrite Ltd
5.28
%
Cholamandalam Investment and Finance Co Ltd
4.28
%

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

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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
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* Returns are calculated as per lifetime average per annum returns of the fund.
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