How to check the XIRR of Motilal Oswal Innovation Opportunities Fund- Regular Plan- IDCW?

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

Motilal Oswal Innovation Opportunities Fund- Regular Plan- IDCW

Q: How to check portfolio overlap for Motilal Oswal Innovation Opportunities Fund- Regular Plan- IDCW?

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

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

Fund7.44%

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

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

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	Emmvee Photovoltaic Power Limited	Equity	Listed	Small Cap	Electrical Equipment	34.22	5.33%
2	Triparty Repo	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	31.02	4.83%
3	InterGlobe Aviation Limited	Equity	Listed	Large Cap	Transport Services	26.77	4.17%
4	Le Travenues Technology Ltd	Equity	Listed	Small Cap	Leisure Services	25.91	4.04%
5	Syrma SGS Technology Ltd	Equity	Listed	Small Cap	Industrial Manufacturing	24.96	3.89%
6	CG Power and Industrial Solutions Limited	Equity	Listed	Large Cap	Electrical Equipment	24.81	3.87%
7	Amagi Media Labs Limited	Equity	Listed	Small Cap	IT - Services	24.20	3.77%
8	Avalon Technologies Limited	Equity	Listed	Small Cap	Electrical Equipment	23.08	3.60%
9	Allied Blenders And Distillers Limited	Equity	Listed	Small Cap	Beverages	22.87	3.56%
10	Dixon Technologies (India) Limited	Equity	Listed	Mid Cap	Consumer Durables	22.71	3.54%

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NAV / Fund Size

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Fund Details

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ICICI Prudential Smallcap Fund - Growth

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Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth

Motilal Oswal Mutual Fund

Expense Ratio: 0.21

NAV / Fund Size

₹13.07₹49.80 Cr

Incep: 24-09-2021

FoF DomesticModerately High RiskOther

2.50%

5.70%

6.67%

5.45%

5.46%

Fund Details

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth

NAV / Fund Size₹13.07₹49.80 Cr

FoF DomesticModerately High RiskOther

2.50%

5.70%

6.67%

5.45%

5.46%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	65510	+9.2%	+19.7%
SI	07 Mar, 25	1 L.	1.14 L.	+13.6%	+16.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.07 L.	+7.4%	+7.4%
SI	24 Feb, 25	1 L.	1.41 L.	+40.5%	+23.0%

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.