Motilal Oswal Mutual Fund

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

1Y
Fund-5.53%
Cat. Avg.-0.91%
2Y
FundN/A
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund-3.36%
Cat. Avg.-6.26%

Fund Facts

No available Data

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
1NTPC Limited0.2513.67%
2Bharat Electronics Limited0.2211.92%
3Power Grid Corporation of India Limited0.1910.48%
4Coal India Limited0.158.50%
5Oil & Natural Gas Corporation Limited0.137.37%
6Hindustan Aeronautics Limited0.126.71%
7Power Finance Corporation Limited0.094.99%
8Bharat Petroleum Corporation Limited0.094.97%
9Bharat Heavy Electricals Limited0.094.88%
10Indian Oil Corporation Limited0.084.21%

Similar Funds

Nippon India Mutual Fund
NAV / Fund Size₹87.65₹50,841.73 Cr
Large Cap FundVery High RiskEquity

-1.78%

3.92%

14.15%

15.27%

12.37%

Small Cap FundVery High RiskEquity

0.76%

2.81%

14.49%

16.49%

20.22%

Motilal Oswal Mutual Fund
NAV / Fund Size₹19.17₹664.35 Cr
Index FundsVery High RiskOther

-2.60%

5.39%

6.75%

8.82%

9.94%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000056267-6.2%-12.6%
SI09 Jun, 258500080270-5.6%-8.0%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.94472-5.5%-5.5%
SI05 Jun, 251 L.95442-4.6%-3.4%

SIP Calculator

Visualize how small monthly investments grow over time.

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

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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.

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