Motilal Oswal NIFTY Energy ETF
Expense Ratio: 0.5
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Alpha 50 TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹18.04 Cr
Performance
1Y
FundN/A
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
Fund12.09%
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
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 | Coal India Limited | 7.76 | 10.20% |
| 2 | Reliance Industries Limited | 7.69 | 10.11% |
| 3 | Oil & Natural Gas Corporation Limited | 7.35 | 9.65% |
| 4 | NTPC Limited | 4.61 | 6.06% |
| 5 | GAIL (India) Limited | 3.77 | 4.95% |
| 6 | Power Grid Corporation of India Limited | 3.54 | 4.65% |
| 7 | Suzlon Energy Limited | 3.28 | 4.31% |
| 8 | CG Power and Industrial Solutions Limited | 2.99 | 3.93% |
| 9 | GE Vernova T&D India Limited | 2.81 | 3.69% |
| 10 | Bharat Heavy Electricals Limited | 2.77 | 3.63% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Nov, 25 | 45000 | 48304 | +7.3% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 16 Oct, 25 | 1 L. | 1.12 L. | +12.1% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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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.