How to check the XIRR of Motilal Oswal Infrastructure Fund-Regular-Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Infrastructure Fund-Regular-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Infrastructure Fund-Regular-Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Infrastructure Fund-Regular-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Infrastructure Fund-Regular-Growth

Motilal Oswal Mutual Fund

Expense Ratio: 2.52

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty Infrastructure TRI

Inception: 23-04-2025

Exit Load: Nil

Fund Size:₹109.10 Cr

Performance

Fund-0.40%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund11.27%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	9.23	6.33%
2	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products	8.88	6.09%
3	Samvardhana Motherson International Limited	Equity	Listed	Large Cap	Auto Components	7.60	5.21%
4	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction	6.85	4.70%
5	Power Grid Corporation of India Limited	Equity	Listed	Large Cap	Power	6.83	4.69%
6	ABB India Limited	Equity	Listed	Large Cap	Electrical Equipment	6.64	4.55%
7	CG Power and Industrial Solutions Limited	Equity	Listed	Large Cap	Electrical Equipment	6.09	4.17%
8	Thermax Limited	Equity	Listed	Mid Cap	Electrical Equipment	5.99	4.11%
9	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services	5.88	4.03%
10	Suzlon Energy Limited	Equity	Listed	Mid Cap	Electrical Equipment	5.63	3.86%

Similar Funds

UTI NIFTY 50 ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹259.76₹70,251.14 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-4.09%

2.96%

-49.23%

-30.56%

-9.64%

Fund Details

UTI NIFTY 50 ETF

NAV / Fund Size₹259.76₹70,251.14 Cr

Other ETFsVery High RiskOther

-4.09%

2.96%

-49.23%

-30.56%

-9.64%

quant Small Cap Fund - Growth - Regular Plan

quant Mutual Fund

Expense Ratio: 1.59

NAV / Fund Size

₹267.64₹29,711.98 Cr

Incep: 23-09-1996

Small Cap FundVery High RiskEquity

6.58%

3.01%

20.86%

20.49%

14.23%

Fund Details

quant Small Cap Fund - Growth - Regular Plan

NAV / Fund Size₹267.64₹29,711.98 Cr

Small Cap FundVery High RiskEquity

6.58%

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20.86%

20.49%

14.23%

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Motilal Oswal Mutual Fund

Expense Ratio: 1.7

NAV / Fund Size

₹56.98₹14,103.98 Cr

Incep: 07-04-2014

Flexi Cap FundVery High RiskEquity

-5.45%

5.65%

18.30%

11.95%

15.53%

Fund Details

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

NAV / Fund Size₹56.98₹14,103.98 Cr

Flexi Cap FundVery High RiskEquity

-5.45%

5.65%

18.30%

11.95%

15.53%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	60171	+0.3%	+0.6%
SI	09 Jun, 25	85000	86714	+2.0%	+2.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	99596	-0.4%	-0.4%
SI	19 May, 25	1 L.	1.16 L.	+16.3%	+11.3%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹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.