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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 81.49 | 4.45 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 48.01 | 1.41 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Business Cycle Fund(IDCW) | — | — | — |
ICICI Pru India Opp Fund(IDCW-Payout) | 20.21% | 16.99% | 18.53% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Sep 2024
Nov 2024
Sep 2024
Nov 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
9.59 %
Holdings
9.44 %
Holdings
9.31 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
41
Total AUM
₹ 83,712.74 Cr.
Ajay Khandelwal
AUM: ₹59,626.42 Cr.
|
Exp: 10yrs
Niket Shah
AUM: ₹44,420.52 Cr.
|
Exp: —
Atul Mehra
AUM: ₹34,092.72 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%