Motilal Oswal Mutual Fund

Motilal Owsal Manufacturing Fund - Regular Plan - Growth

Motilal Oswal Mutual Fund

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
Fund0.26%
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
Fund6.42%
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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Reliance Industries Limited76.536.25%
2Sun Pharmaceutical Industries Limited75.856.19%
3Bharat Electronics Limited67.715.53%
4Maruti Suzuki India Limited56.084.58%
5KEI Industries Limited51.694.22%
6Waaree Energies Limited51.244.18%
7ABB India Limited48.613.97%
8Shaily Engineering Plastics Limited46.563.80%
9UNO Minda Limited46.143.77%
10Gabriel India Limited44.773.66%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061590+2.6%+5.6%
SI09 Sep, 241.15 L.1.21 L.+5.0%+5.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y15 Jul, 251 L.1.00 L.+0.3%+0.3%
SI14 Aug, 241 L.1.13 L.+12.7%+6.4%

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
₹9.00L
Total Gained
₹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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