Holdings (20)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 8.41440952% |
| Interglobe Aviation Ltd. | Services | Equity | 6.7169851% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 6.29859091% |
| Bharti Airtel Ltd. | Communication | Equity | 6.05309457% |
| Global Health Ltd. | Healthcare | Equity | 5.54753192% |
| Prestige Estates Projects Ltd. | Construction | Equity | 5.45365407% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.87651231% |
| Coforge Ltd. | Technology | Equity | 4.44368734% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 4.20571495% |
| KFin Technologies Ltd. | Financial | Equity | 4.08917537% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | NA% | NA% | NA% | NA% |
| Category Average | 4.33% | 16.19% | 25.75% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.31%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 3 months.
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
Franklin India Technology Fund Direct Growth
Franklin India Dynamic Asset Allocation Fund of Fund Direct Growth
Franklin India Equity Hybrid Fund Direct Growth
Franklin India Pension Fund Direct Growth
Franklin Asian Equity Fund Direct Growth
Franklin India Focused Equity Fund Direct Growth
Franklin India Debt Hybrid Fund A Direct Growth
Franklin India NSE Nifty 50 Index Direct Growth
Franklin India Multi Asset Solution Fund of Funds Direct Growth
Franklin India Equity Savings Fund Direct Growth
Franklin India Balanced Advantage Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth
Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Managed Schemes
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Motilal Oswal Balance Advantage Fund Direct Growth
Motilal Oswal Large and Midcap 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 Manufacturing Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth
Education
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Managed Schemes
Motilal Oswal Focused Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Motilal Oswal Balance Advantage Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Multi Asset 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