Motilal Oswal Mutual Fund

Motilal Oswal NIFTY Midcap150 Momentum 50 ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.53
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹17.46 Cr

Performance

1Y
Fund-3.02%
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
Fund-4.19%
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
1Laurus Labs Limited2.415.22%
2Multi Commodity Exchange of India Limited2.304.98%
3BSE Limited2.294.96%
4GE Vernova T&D India Limited2.254.88%
5The Federal Bank Limited2.144.63%
6Bharat Heavy Electricals Limited1.994.31%
7Bharat Forge Limited1.954.22%
8Hitachi Energy India Limited1.803.90%
9Polycab India Limited1.683.64%
10National Aluminium Company Limited1.433.10%

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NAV / Fund Size₹370.97₹49,963.25 Cr
Contra FundVery High RiskEquity

-1.75%

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Small Cap FundVery High RiskEquity

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Motilal Oswal Mutual Fund
NAV / Fund Size₹245.31₹52.24 Cr
Other ETFs- RiskOther

-4.11%

2.94%

9.37%

10.05%

7.54%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000058623-2.3%-4.7%
SI07 Jul, 258000078234-2.2%-3.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.96984-3.0%-3.0%
SI03 Jul, 251 L.94643-5.4%-4.2%

SIP Calculator

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Years
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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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