Motilal Oswal Mutual Fund

Motilal Oswal NIFTY Alpha 50 ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Alpha 50 TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹5.73 Cr

Performance

1Y
Fund2.48%
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
Fund1.67%
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
1Ather Energy Limited0.345.06%
2Acutaas Chemicals Limited0.294.25%
3Hindustan Copper Limited0.233.42%
4Multi Commodity Exchange of India Limited0.233.41%
5Laurus Labs Limited0.233.39%
6National Aluminium Company Limited0.223.30%
7GE Vernova T&D India Limited0.223.27%
8Adani Power Limited0.223.21%
9Vedanta Limited0.213.14%
10Vodafone Idea Limited0.213.10%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000063967+6.6%+13.8%
SI07 Aug, 256000063967+6.6%+13.8%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.1.02 L.+1.6%N/A
SI10 Jul, 251 L.1.02 L.+1.7%+1.7%

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
₹9.00L
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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