Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsor. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Risk
As provided by the fund house document, this risk is specific to this fund category (Equity). .
Fund Managers
1)Ankush Sood– Experience: 2.87 yrs • Total AUM: 1,89,023 Cr
2)Rakesh Shetty– Experience: 1.62 yrs • Total AUM: 2,34,392 Cr
Launched On- 28 Apr 2020.
Lock-in Period- No lock-in.
Expense ratio- 0.62%.
Benchmark- S&P 500 TR USD
Fund Performance
- 1 Year Return: 26.81% CAGR
- 3 Year Return: 13.24% CAGR
Top Holdings
- Microsoft Corporation (US)
- Apple Inc. (US)
- NVIDIA Corporation (US)
- Amazon.com Inc. (US)
- Meta Platforms Inc. (US)
Taxation
- Short-term Capital Gains (held for less than 1 year): 15%
- Long-term Capital Gains (held for more than 1 year): 10%
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