Motilal Oswal Mutual Fund

Motilal Oswal Infrastructure Fund-Regular-Growth

Motilal Oswal Mutual Fund

Expense Ratio: 2.52
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Infrastructure TRI
Inception: 23-04-2025
Exit Load: Nil
Fund Size:₹109.10 Cr

Performance

1Y
Fund-0.40%
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
Fund11.27%
Cat. Avg.N/A

Fund Facts

No available Data

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
1Bharti Airtel Limited9.236.33%
2Reliance Industries Limited8.886.09%
3Samvardhana Motherson International Limited7.605.21%
4Larsen & Toubro Limited6.854.70%
5Power Grid Corporation of India Limited6.834.69%
6ABB India Limited6.644.55%
7CG Power and Industrial Solutions Limited6.094.17%
8Thermax Limited5.994.11%
9Apollo Hospitals Enterprise Limited5.884.03%
10Suzlon Energy Limited5.633.86%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000060171+0.3%+0.6%
SI09 Jun, 258500086714+2.0%+2.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.99596-0.4%-0.4%
SI19 May, 251 L.1.16 L.+16.3%+11.3%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

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%
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%
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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