Motilal Oswal Infrastructure Fund-Regular-Growth
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
Fund12.03%
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
Fund17.25%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Bhalchandra Shinde
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 | Bharti Airtel Limited | 9.23 | 6.33% |
| 2 | Reliance Industries Limited | 8.88 | 6.09% |
| 3 | Samvardhana Motherson International Limited | 7.60 | 5.21% |
| 4 | Larsen & Toubro Limited | 6.85 | 4.70% |
| 5 | Power Grid Corporation of India Limited | 6.83 | 4.69% |
| 6 | ABB India Limited | 6.64 | 4.55% |
| 7 | CG Power and Industrial Solutions Limited | 6.09 | 4.17% |
| 8 | Thermax Limited | 5.99 | 4.11% |
| 9 | Apollo Hospitals Enterprise Limited | 5.88 | 4.03% |
| 10 | Suzlon Energy Limited | 5.63 | 3.86% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63351 | +5.6% | +11.6% |
| SI | 09 Jun, 25 | 70000 | 74616 | +6.6% | +11.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.12 L. | +11.5% | N/A |
| SI | 19 May, 25 | 1 L. | 1.20 L. | +20.5% | +17.3% |
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.