Motilal Oswal Mutual Fund

Motilal Oswal NIFTY Mnc ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.31
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty MNC TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹5.67 Cr

Performance

1Y
FundN/A
Cat. Avg.3.77%
2Y
FundN/A
Cat. Avg.2.69%
3Y
FundN/A
Cat. Avg.-21.10%
5Y
FundN/A
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund6.88%
Cat. Avg.-5.90%

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
1Vedanta Limited0.2110.27%
2Maruti Suzuki India Limited0.2110.08%
3Hindustan Unilever Limited0.2110.08%
4Nestle India Limited0.188.87%
5Britannia Industries Limited0.146.72%
6Cummins India Limited0.136.40%
7Ashok Leyland Limited0.104.64%
8United Spirits Limited0.083.79%
9ABB India Limited0.073.29%
10Hitachi Energy India Limited0.073.27%

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Motilal Oswal Mutual Fund
NAV / Fund Size₹269.01₹11,318.84 Cr
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI08 Dec, 254000041847+4.6%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI04 Dec, 251 L.1.07 L.+6.9%N/A

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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