Motilal Oswal Mutual Fund

Motilal Oswal NIFTY India Manufacturing ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty India Manufacturing TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹1.91 Cr

Performance

1Y
Fund11.28%
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
Fund11.43%
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
1Mahindra & Mahindra Limited0.084.99%
2Reliance Industries Limited0.084.91%
3Sun Pharmaceutical Industries Limited0.084.75%
4Maruti Suzuki India Limited0.074.46%
5Tata Steel Limited0.063.74%
6Bharat Electronics Limited0.063.55%
7Hindalco Industries Limited0.053.33%
8JSW Steel Limited0.042.77%
9Bajaj Auto Limited0.042.58%
10Eicher Motors Limited0.042.33%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000063344+5.6%+11.6%
SI09 Jun, 257000074405+6.3%+11.1%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.1.11 L.+10.8%N/A
SI28 May, 251 L.1.13 L.+13.2%+11.4%

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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