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
Fund12.83%
Cat. Avg.-0.91%
2Y
FundN/A
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund44.50%
Cat. Avg.-6.26%

Fund Facts

No available Data

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 Limited48.3419.91%
2Multi Commodity Exchange of India Limited40.0316.49%
3HDFC Asset Management Company Limited29.9212.32%
4360 One WAM Limited15.406.34%
5Central Depository Services (India) Limited12.865.30%
6Angel One Limited11.884.89%
7Nippon Life India Asset Management Limited11.524.75%
8Computer Age Management Services Limited10.594.36%
9Anand Rathi Wealth Limited9.764.02%
10ICICI Prudential Asset Management Company Limited8.983.70%

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Motilal Oswal Mutual Fund
NAV / Fund Size₹19.17₹664.35 Cr
Index FundsVery High RiskOther

-2.60%

5.39%

6.75%

8.82%

9.94%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000063341+5.6%+11.8%
SI07 Apr, 25950001.08 L.+13.6%+17.5%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.13 L.+12.8%+12.8%
SI13 Mar, 251 L.1.80 L.+79.8%+44.5%

SIP Calculator

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 Profit
₹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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