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: 2.65% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 40 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - |
11.8001
-0.2 (-1.6585%)
10.91%
Benchmark: 12.06%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Infrastructure TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | - | - | - | - | - |
| ICICI Prudential Infrastructure Fund - Growth | 31-08-2005 | -4.6 | 24.31 | 29.22 | 37.01 | 17.32 |
| LIC MF Infrastructure Fund-Regular Plan-Growth | 29-02-2008 | -4.73 | 28.42 | 28.7 | 32.28 | 15.98 |
| Canara Robeco Infrastructure Fund - Regular Plan - Growth Option | 02-12-2005 | -5.01 | 26.55 | 25.79 | 32.27 | 16.24 |
| Franklin Build India Fund Growth Plan | 04-09-2009 | -5.33 | 23.95 | 28.4 | 34.05 | 17.46 |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 29-09-2005 | -5.67 | 20.53 | 22.65 | 27.57 | 14.36 |
| HDFC Infrastructure Fund - Growth Plan | 10-03-2008 | -6.17 | 21.78 | 28.84 | 34.29 | 11.98 |
| Aditya Birla Sun Life Infrastructure Fund-Growth | 17-03-2006 | -7.64 | 17.45 | 24.5 | 29.77 | 14.19 |
| Invesco India Infrastructure Fund - Growth Option | 21-11-2007 | -8.4 | 23.62 | 25.91 | 30.31 | 17.24 |
| Nippon India Power & Infra Fund-Growth Plan -Growth Option | 01-05-2004 | -9.52 | 22.3 | 29.1 | 32.03 | 16.86 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
32.11%
Others
5.16%
Large Cap
27.7%
Mid Cap
35.04%
