Holdings (506)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Microsoft Corportion (US) | Technology | Forgn. Eq | 6.75613309% |
| NVIDIA Corporation (USA) | Capital Goods | Forgn. Eq | 6.53314616% |
| Apple Inc. (USA) | Consumer Discretionary | Forgn. Eq | 5.95640388% |
| Amazon. com Inc. (USA) | Services | Forgn. Eq | 3.81732865% |
| Meta Platforms Inc | Services | Forgn. Eq | 2.79923557% |
| Broadcom Corporation (USA) | Capital Goods | Forgn. Eq | 2.24003213% |
| Alphabet Inc Class A | Services | Forgn. Eq | 1.97765192% |
| Tesla Inc | Automobile | Forgn. Eq | 1.91398408% |
| Berkshire Hathway Inc (US) | Insurance | Forgn. Eq | 1.82358771% |
| Alphabet Inc Class C | Services | Forgn. Eq | 1.61317244% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 13.50% | 19.65% | 17.97% | 32.37% |
| Category Average | 16.30% | 15.98% | 11.23% | NA% |
| Rank Within Category | 36.00% | 22.00% | 6.00% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.61%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 7 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Fund management
Education
Mr. Sawant has done M.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking
Managed Schemes
Motilal Oswal Focused Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Developed Market Ex US ETFs FoF 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 Manufacturing Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth