How to check the XIRR of Motilal Oswal Manufacturing Fund - Direct Plan- Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Manufacturing Fund - Direct Plan- Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Manufacturing Fund - Direct Plan- Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Manufacturing Fund - Direct Plan- Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Manufacturing Fund - Direct Plan- Growth

Motilal Oswal Mutual Fund

Expense Ratio: 0.87

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty India Manufacturing TRI

Inception: 19-07-2024

Exit Load: Nil

Fund Size:₹750.36 Cr

Performance

Fund1.73%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund7.94%

Cat. Avg.N/A

Fund Facts

Manager(s)

Mr. Bhalchandra Shinde

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

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products	76.53	6.25%
2	Sun Pharmaceutical Industries Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	75.85	6.19%
3	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense	67.71	5.53%
4	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	56.08	4.58%
5	KEI Industries Limited	Equity	Listed	Mid Cap	Industrial Products	51.69	4.22%
6	Waaree Energies Limited	Equity	Listed	Mid Cap	Electrical Equipment	51.24	4.18%
7	ABB India Limited	Equity	Listed	Large Cap	Electrical Equipment	48.61	3.97%
8	Shaily Engineering Plastics Limited	Equity	Listed	Small Cap	Consumer Durables	46.56	3.80%
9	UNO Minda Limited	Equity	Listed	Mid Cap	Auto Components	46.14	3.77%
10	Gabriel India Limited	Equity	Listed	Small Cap	Auto Components	44.77	3.66%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61993	+3.3%	+7.1%
SI	09 Sep, 24	1.15 L.	1.22 L.	+6.5%	+6.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.02 L.	+1.7%	+1.7%
SI	14 Aug, 24	1 L.	1.16 L.	+15.8%	+7.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

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.