Motilal Oswal Manufacturing Fund - Regular Plan - IDCW
Expense Ratio: 2.31
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Manufacturing TRI
Inception: 19-07-2024
Exit Load: Nil
Fund Size:₹750.36 Cr
Performance
1Y
Fund1.26%
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
Fund6.65%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Samvardhana Motherson International Limited | 39.29 | 5.71% |
| 2 | Lupin Limited | 38.46 | 5.59% |
| 3 | ABB India Limited | 38.04 | 5.53% |
| 4 | CG Power and Industrial Solutions Limited | 36.47 | 5.30% |
| 5 | Navin Fluorine International Limited | 35.71 | 5.19% |
| 6 | Schneider Electric Infrastructure Limited | 34.25 | 4.98% |
| 7 | Sun Pharmaceutical Industries Limited | 34.10 | 4.96% |
| 8 | Azad Engineering Ltd | 30.26 | 4.40% |
| 9 | Thermax Limited | 29.24 | 4.25% |
| 10 | Reliance Industries Limited | 28.65 | 4.16% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61909 | +3.2% | +6.6% |
| SI | 09 Sep, 24 | 1.15 L. | 1.21 L. | +5.6% | +5.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +0.6% | N/A |
| SI | 14 Aug, 24 | 1 L. | 1.13 L. | +13.3% | +6.7% |
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
₹9.00LTotal 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.