Motilal Oswal Infrastructure Fund-Regular-Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Sectoral-Infrastructure |
| Launch Date: 13-05-2025 |
| Asset Class: Equity |
| Benchmark: Nifty Infrastructure TRI |
| TER: 3.13% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 149.69 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 1.35% |
12.7258
0.01 (0.1163%)
14.15%
Benchmark: 11.47%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Infrastructure Fund-Regular-Growth | 13-05-2025 | 6.09 | - | - | - | - |
| Aditya Birla Sun Life Infrastructure Fund-Growth | 17-03-2006 | 13.71 | 2.99 | 16.9 | 16.83 | 14.23 |
| DSP India T.I.G.E.R. Fund - Regular Plan - Growth | 11-06-2004 | 13.0 | 1.26 | 19.4 | 20.11 | 16.57 |
| LIC MF Infrastructure Fund-Regular Plan-Growth | 29-02-2008 | 9.76 | 2.89 | 22.71 | 20.42 | 16.24 |
| Quant Infrastructure Fund - Growth Option | 31-08-2007 | 8.14 | -2.25 | 16.36 | 16.21 | 18.82 |
| Nippon India Power & Infra Fund-Growth Plan -Growth Option | 01-05-2004 | 7.72 | -0.64 | 17.84 | 19.58 | 16.73 |
| Kotak Infrastructure & Economic Reform Fund - StAndard Plan-Growth | 25-02-2008 | 7.22 | -1.58 | 15.24 | 16.95 | 14.79 |
| HSBC Infrastructure Fund - Regular Growth | 01-01-2013 | 6.91 | -1.89 | 14.79 | 16.55 | 15.0 |
| Invesco India Infrastructure Fund - Growth Option | 21-11-2007 | 4.35 | -1.51 | 17.73 | 16.97 | 17.08 |
| Tata Infrastructure Fund-Regular Plan- Growth Option | 31-12-2004 | 4.2 | -5.78 | 12.04 | 15.17 | 14.0 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.35%
Others
8.07%
Large Cap
58.26%
Mid Cap
10.32%
