Motilal Oswal NIFTY Energy ETF
Expense Ratio: 0.5
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Alpha 50 TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹18.04 Cr
Performance
1Y
FundN/A
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
Fund11.18%
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
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 | Oil & Natural Gas Corporation Limited | 12.09 | 10.89% |
| 2 | Coal India Limited | 11.60 | 10.44% |
| 3 | Reliance Industries Limited | 10.84 | 9.76% |
| 4 | NTPC Limited | 8.03 | 7.23% |
| 5 | Power Grid Corporation of India Limited | 6.13 | 5.52% |
| 6 | GAIL (India) Limited | 5.00 | 4.50% |
| 7 | Suzlon Energy Limited | 4.39 | 3.95% |
| 8 | GE Vernova T&D India Limited | 4.12 | 3.71% |
| 9 | CG Power and Industrial Solutions Limited | 4.11 | 3.70% |
| 10 | Oil India Limited | 3.49 | 3.14% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Nov, 25 | 45000 | 47914 | +6.5% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 16 Oct, 25 | 1 L. | 1.11 L. | +11.2% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
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.