Motilal Oswal Mutual Fund

Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth

Motilal Oswal Mutual Fund

Expense Ratio: 2.41
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 29-01-2025
Exit Load: Nil
Fund Size:₹496.52 Cr

Performance

1Y
Fund7.45%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund23.03%
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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Emmvee Photovoltaic Power Limited34.225.33%
2Triparty Repo31.024.83%
3InterGlobe Aviation Limited26.774.17%
4Le Travenues Technology Ltd25.914.04%
5Syrma SGS Technology Ltd24.963.89%
6CG Power and Industrial Solutions Limited24.813.87%
7Amagi Media Labs Limited24.203.77%
8Avalon Technologies Limited23.083.60%
9Allied Blenders And Distillers Limited22.873.56%
10Dixon Technologies (India) Limited22.713.54%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000065510+9.2%+19.7%
SI07 Mar, 251 L.1.14 L.+13.6%+16.5%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.07 L.+7.4%+7.5%
SI24 Feb, 251 L.1.41 L.+40.5%+23.0%

SIP Calculator

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 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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