How to check the XIRR of Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Motilal Oswal NIFTY Capital Market Index Fund - Regular Plan - Growth

Q: How to check portfolio overlap for Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Mutual Fund

Expense Ratio: 1.11

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty Capital Markets Index (TRI)

Inception: 26-11-2024

Exit Load: Nil

Fund Size:₹330.97 Cr

Performance

Fund15.54%

Cat. Avg.2.09%

FundN/A

Cat. Avg.2.83%

FundN/A

Cat. Avg.10.62%

FundN/A

Cat. Avg.10.82%

10Y

FundN/A

Cat. Avg.11.51%

Fund19.04%

Cat. Avg.6.93%

Fund Facts

Manager(s)

Mr. Rakesh Shetty

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE Limited	Equity	Listed	Mid Cap	Capital Markets	65.92	19.76%
2	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	58.95	17.67%
3	HDFC Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	43.67	13.09%
4	360 One WAM Limited	Equity	Listed	Mid Cap	Capital Markets	23.86	7.15%
5	Central Depository Services (India) Limited	Equity	Listed	Small Cap	Capital Markets	19.28	5.78%
6	Computer Age Management Services Limited	Equity	Listed	Small Cap	Capital Markets	14.54	4.36%
7	Angel One Limited	Equity	Listed		Capital Markets	14.25	4.27%
8	Nippon Life India Asset Management Limited	Equity	Listed	Mid Cap	Capital Markets	13.80	4.14%
9	Anand Rathi Wealth Limited	Equity	Listed	Small Cap	Capital Markets	12.52	3.75%
10	KFin Technologies Limited	Equity	Listed	Small Cap	Capital Markets	11.31	3.39%

Similar Funds

UTI BSE Sensex ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹860.08₹55,126.55 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Fund Details

UTI BSE Sensex ETF

NAV / Fund Size₹860.08₹55,126.55 Cr

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

ITI Small Cap Fund - Regular Plan - Growth Option

ITI Mutual Fund

Expense Ratio: 1.85

NAV / Fund Size

₹32.81₹2,795.70 Cr

Incep: 27-01-2020

Small Cap FundVery High RiskEquity

12.29%

9.03%

24.22%

15.95%

20.35%

Fund Details

ITI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹32.81₹2,795.70 Cr

Small Cap FundVery High RiskEquity

12.29%

9.03%

24.22%

15.95%

20.35%

Motilal Oswal NIFTY Bank Index - Regular Plan

Motilal Oswal Mutual Fund

Expense Ratio: 0.99

NAV / Fund Size

₹20.51₹664.35 Cr

Incep: 19-08-2019

Index FundsVery High RiskOther

2.64%

5.04%

7.64%

10.73%

10.81%

Fund Details

Motilal Oswal NIFTY Bank Index - Regular Plan

NAV / Fund Size₹20.51₹664.35 Cr

Index FundsVery High RiskOther

2.64%

5.04%

7.64%

10.73%

10.81%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	68306	+13.8%	+30.1%
SI	07 Jan, 25	95000	1.18 L.	+24.5%	+31.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.16 L.	+15.5%	+15.6%
SI	20 Dec, 24	1 L.	1.32 L.	+31.5%	+19.1%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

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.