Motilal Oswal Nasdaq Q50 ETF
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
Fund59.88%
Cat. Avg.3.77%
2Y
Fund36.97%
Cat. Avg.2.69%
3Y
Fund28.76%
Cat. Avg.-21.10%
5Y
FundN/A
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund14.38%
Cat. Avg.-5.90%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
16.50%
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
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sandisk Corporation | 5.64 | 4.22% |
| 2 | Lumentum Holdings Inc | 5.43 | 4.06% |
| 3 | Teradyne Inc | 5.03 | 3.76% |
| 4 | Ebay Inc | 4.42 | 3.30% |
| 5 | Elbit Systems Ltd | 4.27 | 3.19% |
| 6 | Kimberly-Clark Corp | 3.47 | 2.60% |
| 7 | CoreWeave Inc | 3.24 | 2.43% |
| 8 | FISERV INC COM | 3.23 | 2.42% |
| 9 | United Airlines Holdings Ord | 3.23 | 2.41% |
| 10 | Natera Inc | 3.07 | 2.30% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 77171 | +28.6% | +66.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.82 L. | +51.8% | +49.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 3.08 L. | +70.9% | +39.8% |
| SI | 07 Jan, 22 | 2.75 L. | 5.24 L. | +90.6% | +29.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.60 L. | +59.9% | +59.9% |
| 2Y | 15 Jul, 24 | 1 L. | 1.87 L. | +87.0% | +36.8% |
| 3Y | 14 Jul, 23 | 1 L. | 2.13 L. | +113.5% | +28.7% |
| SI | 29 Dec, 21 | 1 L. | 1.84 L. | +84.1% | +14.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.