Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Radico Khaitan Ltd. | Consumer Staples | Equity | 3.44014269% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 3.42427456% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 3.34494971% |
| Affle (India) Ltd. | Technology | Equity | 3.33077965% |
| Interglobe Aviation Ltd. | Services | Equity | 3.320724% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 3.31391216% |
| Muthoot Finance Ltd. | Financial | Equity | 3.29961393% |
| Suven Pharmaceuticals Ltd. | Healthcare | Equity | 3.28725023% |
| Persistent Systems Ltd. | Technology | Equity | 3.27023223% |
| Welspun Corp Ltd. | Metals & Mining | Equity | 3.26286366% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | NA% | NA% | NA% | NA% |
| Category Average | 2.36% | 18.06% | 26.24% | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Managed Schemes
Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Managed Schemes
Motilal Oswal Focused Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Large Cap Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Quant Fund Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Education
Mr. Ashar has done MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan