Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Waaree Energies Ltd. | Energy | Equity | 4.86726977% |
| One97 Communications Ltd. | Services | Equity | 4.49023976% |
| Siemens Energy India Ltd. | Energy | Equity | 4.38780759% |
| Oswal Pumps Ltd. | Capital Goods | Equity | 4.27492606% |
| Eternal Ltd. | Services | Equity | 4.16943727% |
| Shaily Engineering Plastics Ltd. | Chemicals | Equity | 4.05648465% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 3.96954881% |
| Muthoot Finance Ltd. | Financial | Equity | 3.91509839% |
| GE Vernova T&D India Ltd. | Capital Goods | Equity | 3.7555857% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 3.69765216% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | NA% | NA% | NA% | NA% |
| Category Average | -2.32% | 15.80% | 21.21% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 2.56%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 90 days.
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%.
Fund management
Education
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience
Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking