Equity
|
Large & MidCap
|
Dividend
ISIN NO. - INF247L01AB3
LAUNCH DATE - 17-Oct-2019
Returns (CAGR)
1 yr. 24.63
3 yr. 28.83
5 yr.
Since Inception 17.9%
Risk Category
Moderately High
27-Oct-2023
19.0043
Fund size:
2337.6194 Cr
Exit Load:
Exit load of 1%, if redeemed within 15 days.
Expense Ratio:
0.59%
Fund House:
Motilal Oswal Mutual Fund
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. Lump sum Investment ₹500
Min. SIP Investment 500
CATEGORY AVERAGE 1 yr. NA 3 yr. 2.8%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. ;
With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.
You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.
Higher Loan Amount: DhanLAP allows you to avail a higher loan amount compared to regular LAMF products, enabling you to meet substantial financial requirements.
Longer Repayment Tenure: You can choose a longer repayment tenure for DhanLAP, giving you more flexibility in managing your loan repayments.
Customized Loan Structures: DhanLAP offers customized loan structures tailored to your financial goals and requirements, providing you with greater control over the loan terms.
Fully End-to-end Digital Process: The documentation process for DhanLAP is fully digital and hassle-free, ensuring a smoother loan application experience.
Avoid Disruption to Investment Strategy: Loan Against Your Motilal Oswal Large and Midcap Fund Direct IDCW with DhanLAP allows you to avoid disrupting your investment strategy and long-term financial goals. Instead of selling or redeeming your mutual fund units, you can leverage them as collateral for a loan and continue to benefit from potential market growth.
Cost-Effective Solution: DhanLAP offers competitive interest rates, making it a cost-effective solution compared to traditional loan options. By opting for a Loan against Your Motilal Oswal Large and Midcap Fund Direct IDCW units with DhanLAP, you can access funds while minimizing the impact on your finances.
Quick Access to Funds: With DhanLAP, you can enjoy quick and convenient access to funds. The loan approval and disbursal process is efficient, allowing you to meet your financial needs promptly.
Flexibility in Loan Utilization: The loan amount obtained through DhanLAP can be used for a wide range of purposes, including home renovation, education expenses, medical emergencies, debt consolidation, or any other financial requirements you may have. You have the freedom to utilize the funds as per your specific needs.
Convenient Repayment Options: DhanLAP provides flexible repayment options tailored to your financial circumstances. You can choose from various repayment tenures and select a repayment plan that suits your cash flow and repayment capabilities.
Simple and Transparent Process: DhanLAP ensures a simplified and transparent loan process. The documentation requirements are clear, and the loan terms and conditions are communicated upfront, providing you with clarity and peace of mind.
By choosing Loan Against Motilal Oswal Large and Midcap Fund Direct IDCW with DhanLAP, you can unlock the value of your investments without liquidating them, enabling you to meet your financial goals while preserving your long-term wealth creation potential.
Fund Name
3Y Returns
Loan Against Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Loan Against Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Loan Against Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth
Loan Against Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth
Loan Against Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
Loan Against Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Loan Against Motilal Oswal Midcap Fund Direct Growth
37.03
Loan Against Motilal Oswal Midcap Fund Direct IDCW
37.03
Loan Against Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
33.35
Loan Against Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
30.73
Loan Against Motilal Oswal Large and Midcap Fund Direct IDCW
28.83
Loan Against Motilal Oswal Large and Midcap Fund Direct Growth
28.83
Loan Against Motilal Oswal Long Term Equity Fund Direct IDCW
25.01
Loan Against Motilal Oswal Long Term Equity Fund Direct Growth
25.01
Loan Against Motilal Oswal Nifty 500 Index Fund Direct Growth
20.45
Loan Against Motilal Oswal Nifty Bank Index Fund Direct Growth
20.17
Loan Against Motilal Oswal Nifty 50 Index Fund Direct Growth
18.05
Loan Against Motilal Oswal Nifty Next 50 Index Fund Direct Growth
17.28
Loan Against Motilal Oswal Flexi Cap Fund Direct Growth
15.08
Loan Against Motilal Oswal Flexi Cap Fund Direct IDCW
15.08
Loan Against Motilal Oswal Focused Fund Direct IDCW
14.85
Loan Against Motilal Oswal Focused Fund Direct Growth
14.85
Loan Against Motilal Oswal Equity Hybrid Fund Direct Growth
13.88
Loan Against Motilal Oswal Balance Advantage Fund Direct IDCW Quarterly
12.18
Loan Against Motilal Oswal Balance Advantage Fund Direct Growth
12.18
Loan Against Motilal Oswal S&P 500 Index Fund Direct Growth
11.42
Loan Against Motilal Oswal Multi Asset Fund Direct Growth
7.65
Loan Against Motilal Oswal Liquid Fund Direct Growth
4.53
Loan Against Motilal Oswal Liquid Fund Direct IDCW Daily
4.53
Loan Against Motilal Oswal Ultra Short Term Fund Direct IDCW Weekly
4.4
Loan Against Motilal Oswal Ultra Short Term Fund Direct Growth
4.4
