Motilal Oswal Mutual Fund

Motilal Oswal Digital India Fund - Regular Plan- Growth

Motilal Oswal Mutual Fund

Expense Ratio: 2.25
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Teck TRI
Inception: 11-10-2024
Exit Load: Nil
Fund Size:₹926.01 Cr

Performance

1Y
Fund-5.08%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-1.98%
Cat. Avg.N/A

Fund Facts

Manager(s)

Mr. Atul Mehra

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*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
1Eternal Limited64.778.05%
2Coforge Limited58.997.33%
3PB Fintech Limited54.996.84%
4Hexaware Technologies Limited48.896.08%
5Sonata Software Limited46.935.83%
6One 97 Communications Limited44.545.54%
7Birlasoft Limited43.445.40%
8Zensar Technologies Limited41.695.18%
9Firstsource Solutions Limited34.904.34%
10Rategain Travel Technologies Limited33.934.22%

Similar Funds

Liquid FundLow to Moderate RiskDebt

6.36%

6.75%

6.97%

6.24%

6.09%

TATA Mutual Fund
NAV / Fund Size₹38.56₹11,355.70 Cr
Small Cap FundVery High RiskEquity

-8.12%

-0.68%

11.85%

14.40%

19.17%

Motilal Oswal Mutual Fund
NAV / Fund Size₹26.00₹2,802.61 Cr
Index FundsVery High RiskOther

0.35%

1.17%

11.04%

11.56%

14.79%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061639+2.7%+5.6%
SI09 Dec, 241 L.1.02 L.+2.0%+2.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.94059-5.9%N/A
SI08 Nov, 241 L.96669-3.3%-2.0%

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.

Search Funds