Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.62 | — | 1.90 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.72 | 48.67 | 1.14 |
Thematic funds are the equity mutual funds. They invest in international stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | Not allowed |
BenchmarkBenchmark |
---|
S&P 500 - TRI |
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
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
30
Total AUM
₹ 45,583.03 Cr.
Returns
Fund has been able to generate better returns compared to other funds in the same category