Motilal Oswal Mutual Fund

Motilal Oswal NIFTY 50 Equal Weight ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.16
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NIFTY 50 Equal Weight TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹53.43 Cr

Performance

1Y
Fund5.59%
Cat. Avg.4.42%
2Y
FundN/A
Cat. Avg.3.40%
3Y
FundN/A
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund8.39%
Cat. Avg.-5.56%

Fund Facts

Manager(s)

Mr. Rakesh Shetty

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
1Maruti Suzuki India Limited2.772.14%
2Max Healthcare Institute Limited2.712.09%
3Eternal Limited2.682.07%
4InterGlobe Aviation Limited2.682.07%
5Shriram Finance Limited2.662.05%
6Dr Reddys Laboratories Limited2.662.05%
7Cipla Limited2.652.04%
8Titan Company Limited2.652.04%
9Nestle India Limited2.642.04%
10Bajaj Finance Ltd2.642.03%

Similar Funds

UTI Mutual Fund
NAV / Fund Size₹860.08₹55,126.55 Cr
Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Small Cap FundVery High RiskEquity

0.90%

2.19%

13.06%

15.27%

20.75%

Motilal Oswal Mutual Fund
NAV / Fund Size₹269.01₹11,318.84 Cr
Other ETFsVery High RiskOther

38.66%

27.11%

28.79%

20.08%

6.39%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061576+2.6%+5.4%
SI07 May, 257500077578+3.4%+5.6%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.1.05 L.+5.3%N/A
SI07 May, 251 L.1.10 L.+10.2%+8.4%

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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