Motilal Oswal Mutual Fund

Motilal Oswal Nasdaq Q50 ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.47
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NASDAQ Q50 TRI
Inception: 10-12-2021
Exit Load: Nil
Fund Size:₹129.07 Cr

Performance

1Y
Fund38.00%
Cat. Avg.-0.91%
2Y
Fund31.03%
Cat. Avg.0.60%
3Y
Fund30.51%
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund12.87%
Cat. Avg.-6.26%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Flex Ltd7.954.41%
2Credo Technology Group Holding Limited7.394.10%
3Ebay Inc6.563.64%
4ON Semiconductor Corp6.163.42%
5United Airlines Holdings Ord5.513.06%
6Natera Inc5.032.79%
7Revolution Medicines Inc4.842.69%
8Elbit Systems Ltd4.832.68%
9Kimberly-Clark Corp4.632.57%
10Steel Dynamics Inc4.242.35%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000068147+13.6%+29.5%
2Y07 Nov, 241.20 L.1.63 L.+35.9%+34.7%
3Y07 Nov, 231.80 L.2.81 L.+56.0%+32.3%
SI07 Jan, 222.90 L.5.24 L.+80.5%+25.3%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.38 L.+38.0%+38.0%
2Y16 Oct, 241 L.1.72 L.+71.7%+31.1%
3Y16 Oct, 231 L.2.22 L.+122.3%+30.5%
SI29 Dec, 211 L.1.79 L.+78.8%+12.9%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

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%
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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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