Motilal Oswal Mutual Fund

Motilal Oswal NIFTY Alpha 50 ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Alpha 50 TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹5.73 Cr

Performance

1Y
Fund0.92%
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
Fund1.59%
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
1GE Vernova T&D India Limited0.274.66%
2Hindustan Copper Limited0.233.94%
3Multi Commodity Exchange of India Limited0.203.40%
4Hitachi Energy India Limited0.193.36%
5Aditya Birla Capital Limited0.183.03%
6Laurus Labs Limited0.172.87%
7Karur Vysya Bank Limited0.162.83%
8RBL Bank Limited0.162.78%
9National Aluminium Company Limited0.162.74%
10L&T Finance Limited0.162.73%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000063906+6.5%+13.9%
SI07 Aug, 256000063906+6.5%+13.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Jul, 251 L.1.01 L.+0.9%+0.9%
SI10 Jul, 251 L.1.02 L.+1.6%+1.6%

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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