Motilal Oswal Mutual Fund

Motilal Oswal BSE Select Ipo ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.48
Risk: -
Other Scheme - Other ETFs
Plan: Regular
Benchmark: -
Inception: N/A
Exit Load: Nil
Fund Size:₹9.16 Cr

Performance

1Y
FundN/A
Cat. Avg.-1.66%
2Y
FundN/A
Cat. Avg.0.43%
3Y
FundN/A
Cat. Avg.-22.63%
5Y
FundN/A
Cat. Avg.-20.09%
10Y
FundN/A
Cat. Avg.-20.58%
SI
Fund-7.97%
Cat. Avg.-6.51%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Tata Motors Ltd0.295.42%
2Eternal Limited0.285.17%
3PB Fintech Limited0.275.05%
4Jio Financial Services Limited0.264.81%
5One 97 Communications Limited0.224.07%
6FSN E-Commerce Ventures Limited0.203.60%
7Swiggy Limited0.152.84%
8Siemens Energy India Limited0.152.77%
9Vishal Mega Mart Limited0.152.75%
10Mankind Pharma Limited0.132.40%

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Motilal Oswal Mutual Fund
NAV / Fund Size₹56.98₹14,103.98 Cr
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI08 Dec, 255500055565+1.0%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI20 Nov, 251 L.92030-8.0%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

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Years
%
%

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
₹9.00L
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.

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