Motilal Oswal Mutual Fund

Motilal Oswal NIFTY Capital Market ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Capital Markets Index (TRI)
Inception: N/A
Exit Load: Nil
Fund Size:₹127.27 Cr

Performance

1Y
Fund19.63%
Cat. Avg.3.77%
2Y
FundN/A
Cat. Avg.2.69%
3Y
FundN/A
Cat. Avg.-21.10%
5Y
FundN/A
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund61.22%
Cat. Avg.-5.90%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1BSE Limited25.7519.77%
2Multi Commodity Exchange of India Limited23.0317.68%
3HDFC Asset Management Company Limited17.0613.10%
4360 One WAM Limited9.327.16%
5Central Depository Services (India) Limited7.535.78%
6Computer Age Management Services Limited5.684.36%
7Angel One Limited5.574.27%
8Nippon Life India Asset Management Limited5.394.14%
9Anand Rathi Wealth Limited4.893.75%
10KFin Technologies Limited4.423.39%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000070296+17.2%+38.2%
SI07 Apr, 258000098198+22.7%+36.0%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y15 Jul, 251 L.1.20 L.+19.6%+19.6%
SI13 Mar, 251 L.1.90 L.+89.6%+61.3%

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
₹9.00L
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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