How to check the XIRR of Motilal Oswal Nifty Capital Market ETF?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Nifty Capital Market ETF alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Nifty Capital Market ETF?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Nifty Capital Market ETF with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal NIFTY Capital Market ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53

Risk: Very High

Other Scheme - Other ETFs

Plan: Regular

Benchmark: Nifty Capital Markets Index (TRI)

Inception: N/A

Exit Load: Nil

Fund Size:₹127.27 Cr

Performance

Fund12.83%

Cat. Avg.-0.91%

FundN/A

Cat. Avg.0.60%

FundN/A

Cat. Avg.-22.41%

FundN/A

Cat. Avg.-19.85%

10Y

FundN/A

Cat. Avg.-20.41%

Fund44.50%

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

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE Limited	Equity	Listed	Large Cap	Capital Markets	48.34	19.91%
2	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	40.03	16.49%
3	HDFC Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	29.92	12.32%
4	360 One WAM Limited	Equity	Listed	Mid Cap	Capital Markets	15.40	6.34%
5	Central Depository Services (India) Limited	Equity	Listed	Small Cap	Capital Markets	12.86	5.30%
6	Angel One Limited	Equity	Listed	Small Cap	Capital Markets	11.88	4.89%
7	Nippon Life India Asset Management Limited	Equity	Listed	Mid Cap	Capital Markets	11.52	4.75%
8	Computer Age Management Services Limited	Equity	Listed	Small Cap	Capital Markets	10.59	4.36%
9	Anand Rathi Wealth Limited	Equity	Listed	Small Cap	Capital Markets	9.76	4.02%
10	ICICI Prudential Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	8.98	3.70%

Similar Funds

SBI Large & Midcap Fund- Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.56

NAV / Fund Size

₹631.37₹37,290.06 Cr

Incep: 01-01-1993

Large & Mid Cap FundVery High RiskEquity

5.21%

7.81%

15.02%

14.66%

13.68%

Fund Details

SBI Large & Midcap Fund- Regular Plan -Growth

NAV / Fund Size₹631.37₹37,290.06 Cr

Large & Mid Cap FundVery High RiskEquity

5.21%

7.81%

15.02%

14.66%

13.68%

Axis Small Cap Fund - Regular Plan - Growth

Axis Mutual Fund

Expense Ratio: 1.59

NAV / Fund Size

₹106.67₹26,692.24 Cr

Incep: 11-11-2013

Small Cap FundVery High RiskEquity

2.55%

7.56%

16.02%

16.77%

20.85%

Fund Details

Axis Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹106.67₹26,692.24 Cr

Small Cap FundVery High RiskEquity

2.55%

7.56%

16.02%

16.77%

20.85%

Motilal Oswal NIFTY 5 Year Benchmark G-Sec ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.24

NAV / Fund Size

₹63.61₹142.69 Cr

Incep: 23-11-2020

Other ETFsModerate RiskOther

2.79%

7.02%

6.85%

5.64%

5.41%

Fund Details

Motilal Oswal NIFTY 5 Year Benchmark G-Sec ETF

NAV / Fund Size₹63.61₹142.69 Cr

Other ETFsModerate RiskOther

2.79%

7.02%

6.85%

5.64%

5.41%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	63341	+5.6%	+11.8%
SI	07 Apr, 25	95000	1.08 L.	+13.6%	+17.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.13 L.	+12.8%	+12.8%
SI	13 Mar, 25	1 L.	1.80 L.	+79.8%	+44.5%

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.