Motilal Oswal Mutual Fund

Motilal Oswal NIFTY 50 Equal Weight ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.16
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NIFTY 50 Equal Weight TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹53.43 Cr

Performance

1Y
Fund-3.94%
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
Fund3.20%
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
1Maruti Suzuki India Limited2.772.14%
2Max Healthcare Institute Limited2.712.09%
3Eternal Limited2.682.07%
4InterGlobe Aviation Limited2.682.07%
5Shriram Finance Limited2.662.05%
6Dr Reddys Laboratories Limited2.662.05%
7Cipla Limited2.652.04%
8Titan Company Limited2.652.04%
9Nestle India Limited2.642.04%
10Bajaj Finance Ltd2.642.03%

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Motilal Oswal Mutual Fund
NAV / Fund Size₹24.82₹2,802.61 Cr
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-5.42%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000058071-3.2%-6.6%
SI07 May, 259000088224-2.0%-2.7%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.96064-3.9%-3.9%
SI07 May, 251 L.1.05 L.+4.6%+3.2%

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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