Motilal Oswal Innovation Opportunities Fund- Regular Plan- IDCW
Expense Ratio: 2.41
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 29-01-2025
Exit Load: Nil
Fund Size:₹496.52 Cr
Performance
1Y
Fund13.24%
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
Fund30.28%
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
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 | Collateralized Borrowing & Lending Obligation | 27.39 | 6.23% |
| 2 | Emmvee Photovoltaic Power Limited | 23.36 | 5.31% |
| 3 | CG Power and Industrial Solutions Limited | 19.83 | 4.51% |
| 4 | Bharat Heavy Electricals Limited | 19.04 | 4.33% |
| 5 | InterGlobe Aviation Limited | 18.70 | 4.25% |
| 6 | Avalon Technologies Limited | 18.24 | 4.15% |
| 7 | Aditya Birla Sun Life AMC Limited | 17.71 | 4.03% |
| 8 | Le Travenues Technology Ltd | 17.25 | 3.92% |
| 9 | JM Financial Limited | 17.13 | 3.90% |
| 10 | Global Health Limited | 16.17 | 3.68% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 69240 | +15.4% | +33.8% |
| SI | 07 Mar, 25 | 85000 | 1.02 L. | +19.7% | +28.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.13 L. | +13.2% | +13.2% |
| SI | 24 Feb, 25 | 1 L. | 1.44 L. | +44.4% | +30.3% |
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.