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Motilal Oswal Infrastructure Fund-Regular-IDCW

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 (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 147.44 Cr As on 31-07-2026(Source:AMFI)
Turn over: 1.35%
NAV as on 10-08-2026

12.312

0.04 (0.29%)

CAGR Since Inception

12.63%

Benchmark: 11.81%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty Infrastructure TRI
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
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RETURNS ANALYSIS

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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-IDCW 13-05-2025 7.86 - - - -
DSP India T.I.G.E.R. Fund - Regular Plan - Growth 11-06-2004 19.51 4.48 22.19 22.45 17.4
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 17.78 5.72 18.74 18.82 14.86
Nippon India Power & Infra Fund-Growth Plan -Growth Option 01-05-2004 15.84 3.37 21.05 22.7 17.31
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 15.39 4.29 25.12 22.68 16.86
Quant Infrastructure Fund - Growth Option 31-08-2007 14.34 -0.87 18.24 19.12 20.04
Motilal Oswal Infrastructure Fund-Regular-Growth 13-05-2025 11.75 - - - -
Invesco India Infrastructure Fund - Growth Option 21-11-2007 11.53 2.4 21.29 20.05 17.92
Kotak Infrastructure & Economic Reform Fund - StAndard Plan-Growth 25-02-2008 11.21 1.15 15.98 19.15 15.35
HSBC Infrastructure Fund - Regular Growth 01-01-2013 11.09 1.08 16.55 19.24 15.7

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.2%

Others

6.04%

Large Cap

59.66%

Mid Cap

27.1%

Scheme Documents

June 2026 Active

Monthly Portfolio Disclosure - June 2026

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