How to check the XIRR of Motilal Oswal Nifty India Tourism ETF?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Nifty India Tourism ETF alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Nifty India Tourism ETF?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Nifty India Tourism ETF with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal NIFTY India Tourism ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53

Risk: Very High

Other Scheme - Other ETFs

Plan: Regular

Benchmark: Nifty India Tourism TRI

Inception: N/A

Exit Load: Nil

Fund Size:₹4.72 Cr

Performance

Fund-15.87%

Cat. Avg.-0.91%

FundN/A

Cat. Avg.0.60%

FundN/A

Cat. Avg.-22.41%

FundN/A

Cat. Avg.-19.85%

10Y

FundN/A

Cat. Avg.-20.41%

Fund-11.94%

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

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	InterGlobe Aviation Limited	Equity	Listed	Large Cap	Transport Services	5.89	20.53%
2	The Indian Hotels Company Limited	Equity	Listed	Mid Cap	Leisure Services	5.62	19.60%
3	GMR Airports Limited	Equity	Listed	Mid Cap	Transport Infrastructure	5.15	17.96%
4	ITC Hotels Limited	Equity	Listed	Mid Cap	Leisure Services	2.60	9.08%
5	Jubilant Foodworks Limited	Equity	Listed	Small Cap	Leisure Services	2.11	7.36%
6	Indian Railway Catering And Tourism Corporation Limited	Equity	Listed	Mid Cap	Leisure Services	1.96	6.83%
7	EIH Limited	Equity	Listed	Small Cap	Leisure Services	0.82	2.86%
8	Chalet Hotels Limited	Equity	Listed	Small Cap	Leisure Services	0.75	2.62%
9	Lemon Tree Hotels Limited	Equity	Listed	Small Cap	Leisure Services	0.75	2.61%
10	TBO Tek Limited	Equity	Listed	Small Cap	Leisure Services	0.63	2.21%

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Fund Details

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Aditya Birla Sun Life Small Cap Fund - Growth

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Fund Details

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Motilal Oswal NIFTY Midcap 100 ETF

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Expense Ratio: 0.22

NAV / Fund Size

₹66.49₹756.42 Cr

Incep: 12-01-2011

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Fund Details

Motilal Oswal NIFTY Midcap 100 ETF

NAV / Fund Size₹66.49₹756.42 Cr

Other ETFsVery High RiskOther

7.95%

9.37%

23.20%

19.86%

14.95%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	58002	-3.3%	-6.8%
SI	07 Jul, 25	80000	74536	-6.8%	-10.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	84128	-15.9%	-15.9%
SI	12 Jun, 25	1 L.	84275	-15.7%	-11.9%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

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.