How to check the XIRR of Motilal Oswal Nifty PSE ETF?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Nifty PSE ETF alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Nifty PSE ETF?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Nifty PSE ETF with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal NIFTY Pse ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53

Risk: Very High

Other Scheme - Other ETFs

Plan: Regular

Benchmark: Nifty PSE TRI

Inception: N/A

Exit Load: Nil

Fund Size:₹1.18 Cr

Performance

Fund2.15%

Cat. Avg.4.42%

FundN/A

Cat. Avg.3.40%

FundN/A

Cat. Avg.-21.32%

FundN/A

Cat. Avg.-16.69%

10Y

FundN/A

Cat. Avg.-20.10%

Fund2.54%

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

Tap to expand

Market Cap

Tap to expand

Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	NTPC Limited	Equity	Listed	Large Cap	Power	0.25	13.67%
2	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense	0.22	11.92%
3	Power Grid Corporation of India Limited	Equity	Listed	Large Cap	Power	0.19	10.48%
4	Coal India Limited	Equity	Listed	Large Cap	Consumable Fuels	0.15	8.50%
5	Oil & Natural Gas Corporation Limited	Equity	Listed	Large Cap	Oil	0.13	7.37%
6	Hindustan Aeronautics Limited	Equity	Listed	Large Cap	Aerospace & Defense	0.12	6.71%
7	Power Finance Corporation Limited	Equity	Listed	Large Cap	Finance	0.09	4.99%
8	Bharat Petroleum Corporation Limited	Equity	Listed	Large Cap	Petroleum Products	0.09	4.97%
9	Bharat Heavy Electricals Limited	Equity	Listed	Large Cap	Electrical Equipment	0.09	4.88%
10	Indian Oil Corporation Limited	Equity	Listed	Large Cap	Petroleum Products	0.08	4.21%

Similar Funds

ICICI Prudential NIFTY 50 ETF

ICICI Prudential Mutual Fund

Expense Ratio: 0.02

NAV / Fund Size

₹274.43₹37,355.05 Cr

Incep: 01-03-2013

Other ETFsVery High RiskOther

-1.87%

0.55%

7.89%

10.42%

12.56%

Fund Details

ICICI Prudential NIFTY 50 ETF

NAV / Fund Size₹274.43₹37,355.05 Cr

Other ETFsVery High RiskOther

-1.87%

0.55%

7.89%

10.42%

12.56%

quant Small Cap Fund - Growth - Regular Plan

quant Mutual Fund

Expense Ratio: 1.59

NAV / Fund Size

₹286.91₹29,711.98 Cr

Incep: 23-09-1996

Small Cap FundVery High RiskEquity

8.74%

3.16%

19.13%

18.59%

14.52%

Fund Details

quant Small Cap Fund - Growth - Regular Plan

NAV / Fund Size₹286.91₹29,711.98 Cr

Small Cap FundVery High RiskEquity

8.74%

3.16%

19.13%

18.59%

14.52%

Motilal Oswal NIFTY Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Mutual Fund

Expense Ratio: 1.04

NAV / Fund Size

₹24.85₹397.54 Cr

Incep: 03-12-2019

Index FundsVery High RiskOther

6.08%

0.60%

17.45%

13.13%

14.95%

Fund Details

Motilal Oswal NIFTY Next 50 Index Fund - Regular Plan - Growth

NAV / Fund Size₹24.85₹397.54 Cr

Index FundsVery High RiskOther

6.08%

0.60%

17.45%

13.13%

14.95%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	60830	+1.4%	+2.8%
SI	09 Jun, 25	70000	70920	+1.3%	+2.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.02 L.	+1.7%	N/A
SI	05 Jun, 25	1 L.	1.03 L.	+2.9%	+2.5%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

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.