Motilal Oswal Mutual Fund

Motilal Oswal NIFTY 50 Equal Weight ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.16
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NIFTY 50 Equal Weight TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹53.43 Cr

Performance

1Y
Fund3.95%
Cat. Avg.3.39%
2Y
FundN/A
Cat. Avg.2.48%
3Y
FundN/A
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund7.60%
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
1Oil & Natural Gas Corporation Limited5.092.16%
2Hindalco Industries Limited4.962.11%
3Coal India Limited4.882.08%
4Titan Company Limited4.852.06%
5Tata Steel Limited4.822.05%
6Cipla Limited4.822.05%
7Grasim Industries Limited4.802.04%
8Sun Pharmaceutical Industries Limited4.802.04%
9Bajaj Auto Limited4.802.04%
10Apollo Hospitals Enterprise Limited4.802.04%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000060988+1.6%+3.5%
SI07 May, 257500076838+2.5%+4.1%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Jul, 251 L.1.04 L.+3.9%+4.0%
SI07 May, 251 L.1.09 L.+9.1%+7.6%

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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