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Allotment date | NFO ending in | NFO Launch Date | Risk |
---|---|---|---|
13 May 2025 | 13 days | 23 Apr 2025 | Very High |
Exit load | 1.0% Exit load of 1%, if redeemed within 3 months.! |
Min. investment | SIP ₹500 & Lump. ₹1000 |
Launch date | 23 Apr 2025 |
End date | 07 May 2025 |
Scheme benchmark | NIFTY Infrastructure TRI |
Fund type | OPEN-ENDED |
Risk | Very High |
Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
Long term capital gains (LTCG) | After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year |
Category average | |
---|---|
Since Inception | 13.1% |
15y | 15.05% |
10y | 17.71% |
7y | 22.19% |
5y | 26.07% |
3y | 22.03% |
1y | -6.73% |
Trailing returns show point to point returns over different time periods. When compared to benchmark, trailing returns indicate how well the portfolio has compounded against benchmark.
Category average median | |
---|---|
15y | 10.7% |
10y | 8.9% |
7y | 9.2% |
5y | 5.7% |
3y | 6.6% |
1y | -2.4% |
Rolling returns is the best measure of consistency & likelihood of returns in a mentioned period. Above table shows the returns this category is likely to give for the different investment periods.
Category average | |
---|---|
Since Inception | 11.8% |
15y | 10.79% |
10y | 13.45% |
7y | 15.06% |
5y | 31.73% |
3y | 23.17% |
1y | 2.67% |
Trailing returns show point to point returns over different time periods. When compared to benchmark, trailing returns indicate how well the portfolio has compounded against benchmark.
Category average median | |
---|---|
15y | 8.4% |
10y | 7.0% |
7y | 7.3% |
5y | 5.8% |
3y | 6.1% |
1y | -1.1% |
Rolling returns is the best measure of consistency & likelihood of returns in a mentioned period. Above table shows the returns this category is likely to give for the different investment periods.
Category average | |
---|---|
2025 | -5.85% |
2024 | 26.27% |
2023 | 44.87% |
2022 | 9.3% |
2021 | 49.75% |
2020 | 4.13% |
2019 | 2.82% |
2018 | -18.72% |
2017 | 44.7% |
2016 | 3.01% |
2015 | -0.86% |
2014 | 61.32% |
2013 | -8.62% |
2012 | 24.95% |
2011 | -33.94% |
2010 | 7.76% |
2009 | 76.47% |
2008 | -57.72% |
2007 | 82.46% |
2006 | 28.52% |
Calendar year returns are yearly return of the portfolio and when compared to the benchmark they can indicate the consistency of outperformance.
Unlike NFOs, these funds have a proven track record of giving good returns
A New Fund Offer refers to the inception of a new mutual fund scheme. During an NFO, the fund house invites investors to subscribe to the units of the new scheme. Learn the fundamentals and basics of picking the right NFO.
Fund AUM | NA as on Mar 31, 2025 |
Scheme document | View Scheme Document |
Product Presentation | View Product Presentation |
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that are engaged directly or indirectly or are expected to benefit from the growth and development of the infrastructure sector in India.
No. of schemes | 44 view all schemes |
Total AUM | ₹99,318 Crs as on Mar 31, 2025 |
Address | Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025 |
Phone | 022-39804238 / 1800-200-6626 |
Fund name | ETM Rank | AUM (in Crs.) | 1Y | 5Y |
---|---|---|---|---|
Motilal Oswal Midcap Fund | N.A. | ₹26,028 Crs | 16.46% | 39.31% |
Motilal Oswal Nifty Smallcap 250 Index Fund | N.A. | ₹792 Crs | 2.17% | 35.18% |
Motilal Oswal Nifty Midcap 150 Index Fund | N.A. | ₹1,987 Crs | 9.33% | 33.28% |
Motilal Oswal Large and Midcap Fund | N.A. | ₹8,713 Crs | 15.16% | 32.13% |
Motilal Oswal ELSS Tax Saver Fund | N.A. | ₹3,817 Crs | 10.6% | 29.27% |
Motilal Oswal Nifty 500 Index Fund | N.A. | ₹2,102 Crs | 7.89% | 24.84% |