Motilal Oswal Mutual Fund

Motilal Oswal NIFTY India Manufacturing ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty India Manufacturing TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹1.91 Cr

Performance

1Y
Fund10.37%
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
Fund11.24%
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
1Sun Pharmaceutical Industries Limited0.185.08%
2Mahindra & Mahindra Limited0.174.94%
3Reliance Industries Limited0.174.83%
4Maruti Suzuki India Limited0.164.58%
5Tata Steel Limited0.164.52%
6Hindalco Industries Limited0.133.65%
7Bharat Electronics Limited0.123.29%
8Vedanta Limited0.113.17%
9JSW Steel Limited0.102.99%
10Bajaj Auto Limited0.102.76%

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NAV / Fund Size₹65.06₹142.69 Cr
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000063142+5.2%+11.1%
SI09 Jun, 257000074169+6.0%+10.7%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Jul, 251 L.1.10 L.+10.4%+10.4%
SI28 May, 251 L.1.13 L.+12.8%+11.2%

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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