Motilal Oswal BSE Mdcp 150 Momt30IdxRgGr

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1–7 yearsInvestment Horizon

HNI,MATarget Segments

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Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Laurus Labs LtdServices6.41%

Multi Commodity Exchange of India LtdFinancial Services5.75%

Bharat Heavy Electricals LtdCapital Goods5.36%

AU Small Finance Bank LtdFinancial Services5.17%

The Federal Bank LtdFinancial Services5.07%

Bharat Forge LtdCapital Goods4.90%

National Aluminium Co LtdCapital Goods4.71%

Hitachi Energy India Ltd Ordinary SharesCapital Goods4.64%

CG Power & Industrial Solutions LtdCapital Goods4.30%

Vodafone Idea LtdServices4.20%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Dishant Mehta

Dishant Mehta has experience of 2 years. Manages 101 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr

28 years

Combined Team Experience

₹ 29,325 Cr

Assets Under Management

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Swapnil Mayekar

Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)7.17%

Regulatory & Tax Information

INF247L01HF9

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)