1 Year Return
as 20th Feb 2020
Min. SIP Amount
Profit (absolute return)
Min Lumpsum Amount
1.00% if redeemed within 12 months.
|Fund Managers||Abhiroop Mukherjee, Akash Singhania|
|Legal Structure||Open Ended Investment Company|
|Risk Level||Moderately High risk|
|AU Small Finance Bank Ltd||8.57%|
|City Union Bank Ltd||8.49%|
|Jubilant Foodworks Ltd||7.61%|
|Crompton Greaves Consumer Electricals Ltd||7.41%|
It is an equity fund scheme which was launched by Motilal Oswal mutual fund. , this was introduced to investors on 24th Feb 2014. The growth of this fund is moderately high-risk. The minimum SIP investment is INR 500 & for lumpsum, the investment is INR 500. Also, the exit load of 1% only if redeemed within 15 days.
Currently, the fund is managed by Siddharth , Akash Singhania, and Abhiroop Mukherjee.
The objective of this scheme is to achieve long-term capital appreciation by investing in a maximum of 30 midcap companies that have long-term competitive advantages & potential for growth. But there can be no guarantee or assurance that the objective of the scheme investment would be achieved.
Risk is low as compared to the benchmark
1-year returns are high than the benchmark
Motilal Oswal mutual fund is a public limited company incorporated on 14th Nov 2008 under the Companies Act, 1956. It undertakes several business activities including advisory and management services to off-shore funds, exchange of research on a commercial basis and financial consultancy, as subject to receipt of necessary regulatory approvals of Trustees. They also offer a range of products and services like investment activities, loan against shares, broking and distribution, investment banking, private equity, and institutional equities. The registered office is in Mumbai.