Motilal Oswal NIFTY Midsmall It and Telecom Index Fund - Direct Plan- Growth
Expense Ratio: 0.62
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty MidSmall IT and Telecom TRI
Inception: 29-10-2024
Exit Load: Nil
Fund Size:₹39.67 Cr
Performance
1Y
Fund-6.38%
Cat. Avg.2.26%
2Y
FundN/A
Cat. Avg.3.16%
3Y
FundN/A
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund-6.11%
Cat. Avg.7.39%
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 | Persistent Systems Limited | 6.12 | 16.10% |
| 2 | Coforge Limited | 5.00 | 13.13% |
| 3 | Indus Towers Limited | 4.86 | 12.78% |
| 4 | Mphasis Limited | 2.86 | 7.51% |
| 5 | Vodafone Idea Limited | 2.67 | 7.01% |
| 6 | Tata Communications Limited | 1.92 | 5.06% |
| 7 | KPIT Technologies Limited | 1.72 | 4.53% |
| 8 | Oracle Financial Services Software Limited | 1.64 | 4.31% |
| 9 | Tata Elxsi Limited | 1.62 | 4.25% |
| 10 | Bharti Hexacom Limited | 1.23 | 3.23% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61876 | +3.1% | +6.6% |
| SI | 09 Dec, 24 | 1 L. | 1.01 L. | +0.9% | +1.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 93621 | -6.4% | -6.4% |
| SI | 25 Nov, 24 | 1 L. | 90188 | -9.8% | -6.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
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%
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.