Motilal Oswal Manufacturing Fund - Regular Plan - IDCW
Expense Ratio: 2.31
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Manufacturing TRI
Inception: 19-07-2024
Exit Load: Nil
Fund Size:₹750.36 Cr
Performance
1Y
Fund0.10%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund6.50%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Bhalchandra Shinde
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*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 | Reliance Industries Limited | 76.53 | 6.25% |
| 2 | Sun Pharmaceutical Industries Limited | 75.85 | 6.19% |
| 3 | Bharat Electronics Limited | 67.71 | 5.53% |
| 4 | Maruti Suzuki India Limited | 56.08 | 4.58% |
| 5 | KEI Industries Limited | 51.69 | 4.22% |
| 6 | Waaree Energies Limited | 51.24 | 4.18% |
| 7 | ABB India Limited | 48.61 | 3.97% |
| 8 | Shaily Engineering Plastics Limited | 46.56 | 3.80% |
| 9 | UNO Minda Limited | 46.14 | 3.77% |
| 10 | Gabriel India Limited | 44.77 | 3.66% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61690 | +2.8% | +5.9% |
| SI | 09 Sep, 24 | 1.15 L. | 1.21 L. | +5.2% | +5.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.00 L. | +0.1% | +0.1% |
| SI | 14 Aug, 24 | 1 L. | 1.13 L. | +12.8% | +6.5% |
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.