JKB Financial Services Ltd.

As on : 15-Feb-2025

Mutual Funds - Reports
15-Feb-2025 10:32

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 17 February 2025

Change in Exit Load:

Name of the Scheme

Existing Exit Load Structure

Revised Load Structure

Motilal Oswal Large Cap Fund

Motilal Oswal Large and Midcap Fund

Motilal Oswal Flexi Cap Fund

Motilal Oswal Multi Cap Fund

Motilal Oswal Midcap Fund

1% - If redeemed on or before 1 year from the date of allotment.

Nil - If redeemed after 1 year from the date of allotment.

1% - If redeemed on or before 365 days from the date of allotment.

Nil - If redeemed after 365 days from the date of allotment.

Motilal Oswal Small Cap Fund

Motilal Oswal Focused Fund

Motilal Oswal Business Cycle Fund

Motilal Oswal Balanced Advantage Fund

Motilal Oswal Multi Asset Fund

Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

Motilal Oswal Manufacturing Fund

Motilal Oswal Digital India Fund

1% - If redeemed on or before 3 Months from the date of allotment.

Nil - If redeemed after 3 Months from the date of allotment.

1% - If redeemed on or before 90 days from the date of allotment.

Nil - If redeemed after 90 days from the date of allotment.

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