Motilal Oswal Mutual Fund

Motilal Oswal Digital India Fund - Regular Plan- Growth

Motilal Oswal Mutual Fund

Expense Ratio: 2.25
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Teck TRI
Inception: 11-10-2024
Exit Load: Nil
Fund Size:₹926.01 Cr

Performance

1Y
Fund-5.54%
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
Fund-1.63%
Cat. Avg.N/A

Fund Facts

Manager(s)

Mr. Atul Mehra

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
1Birlasoft Limited50.467.71%
2Zensar Technologies Limited47.037.18%
3Coforge Limited44.866.85%
4Hexaware Technologies Limited39.726.07%
5Eternal Limited39.205.99%
6One 97 Communications Limited37.425.72%
7Sonata Software Limited36.175.52%
8Firstsource Solutions Limited29.974.58%
9Netweb Technologies India Limited29.754.54%
10Info Edge (India) Limited28.984.43%

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NAV / Fund Size₹99.02₹37,489.39 Cr
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000062017+3.4%+7.1%
SI09 Dec, 241 L.1.03 L.+2.6%+3.2%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Jul, 251 L.94456-5.5%-5.5%
SI08 Nov, 241 L.97263-2.7%-1.6%

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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