Motilal Oswal Digital India Fund Direct Growth
Equity
Direct
Sector - Technology
NAV as on 20-12-2024
₹ 10.6
1D
Inception Returns
5.3%
/yr
About Motilal Oswal Digital India Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth is an equity fund. This fund was started on 4 November, 2024. The fund is managed by Niket Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Digital India Fund Direct Growth has ₹684 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.8.
Returns
Motilal Oswal Digital India Fund Direct Growth has given a CAGR return of 5.31% since inception.
Holdings
Motilal Oswal Digital India Fund Direct Growth has allocated its funds majorly in . Its top holdings are
Taxation
As it is a sector - technology mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Motilal Oswal Digital India Fund Direct Growth
The primary investment objective of the scheme is to generate long term growth of capital by predominantly investing in digital and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other companies engaged in or leveraging digitisation.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Digital India Fund Direct Growth has no lock in period.
Historical NAV & Returns
Motilal Oswal Digital India Fund Direct Growth Overview
| Expense ratio | 0.84% |
Benchmark | S&P BSE IT |
| AUM | ₹684 Cr |
| Inception Date | 4 November, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (20-Dec-24)
Motilal Oswal Digital India Fund Direct Growth Highlights
Very High Risk
About the fund
AUM size ₹684 Cr
Expense Ratio 0.84%
Frequently Asked Questions for Motilal Oswal Digital India Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.13% | 6.13% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
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