How to check the XIRR of Motilal Oswal Manufacturing Fund - Direct Plan - IDCW?

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

How to check portfolio overlap for Motilal Oswal Manufacturing Fund - Direct Plan - IDCW?

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

Motilal Oswal Manufacturing Fund - Direct Plan - IDCW

Motilal Oswal Mutual Fund

Expense Ratio: 0.87

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty India Manufacturing TRI

Inception: 19-07-2024

Exit Load: Nil

Fund Size:₹750.36 Cr

Performance

Fund-2.46%

Cat. Avg.N/A

Fund1.58%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund6.52%

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	Samvardhana Motherson International Limited	Equity	Listed	Large Cap	Auto Components	39.29	5.71%
2	Lupin Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	38.46	5.59%
3	ABB India Limited	Equity	Listed	Large Cap	Electrical Equipment	38.04	5.53%
4	CG Power and Industrial Solutions Limited	Equity	Listed	Large Cap	Electrical Equipment	36.47	5.30%
5	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	35.71	5.19%
6	Schneider Electric Infrastructure Limited	Equity	Listed	Small Cap	Electrical Equipment	34.25	4.98%
7	Sun Pharmaceutical Industries Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	34.10	4.96%
8	Azad Engineering Ltd	Equity	Listed	Small Cap	Electrical Equipment	30.26	4.40%
9	Thermax Limited	Equity	Listed	Mid Cap	Electrical Equipment	29.24	4.25%
10	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products	28.65	4.16%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	60986	+1.6%	+3.4%
2Y	07 Nov, 24	1.20 L.	1.25 L.	+3.9%	+4.0%
SI	09 Sep, 24	1.30 L.	1.36 L.	+4.5%	+4.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	97535	-2.5%	-2.5%
2Y	16 Oct, 24	1 L.	1.03 L.	+3.2%	+1.6%
SI	14 Aug, 24	1 L.	1.15 L.	+14.7%	+6.5%

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.