Motilal Oswal Infrastructure

All Cap

Equity

India Super Value

Infrastructure

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Motilal Oswal Infrastructure Fund Growth focuses on Indian infrastructure and construction companies for growth.

What This Strategy Does

Motilal Oswal Infrastructure Reg Gr is an equity fund which captures India's infrastructure investment opportunity through a diversified portfolio approach, deploying capital across industrials, healthcare, and consumer cyclicals to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

3.2% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Motilal Oswal Infrastructure

Benchmark Index

Benchmark Performance Comparison

Motilal Oswal Infrastructure Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation16.7%

Maximum Drawdown-24.4% | Oct 2024

Sharpe Ratio0.20

Beta0.86

Upside Capture102%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides targeted exposure to India's infrastructure growth story. This theme captures companies driving the nation's infrastructure buildout across sectors like construction, utilities, energy, and transportation. The impact is leveraged participation in one of India's most compelling long-term growth opportunities as infrastructure spending accelerates. Suitable for investors seeking to capitalize on this multi-decade structural trend.

Portfolio Holdings Overview

SectoralAllocation

Utilities5.8%

Services20.01%

Consumers14.36%

Financial Services4.1%

Technology2%

Energy & Infra6.89%

Capital Goods46.84%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Net Receivables / (Payables)Utilities7.82%

Bharti Airtel LtdServices6.04%

ABB India LtdCapital Goods6.02%

Samvardhana Motherson International LtdConsumers5.85%

Solar Industries India LtdCapital Goods5.37%

Apollo Hospitals Enterprise LtdServices4.91%

Siemens LtdCapital Goods4.82%

Vijaya Diagnostic Centre LtdServices4.48%

Larsen & Toubro LtdCapital Goods4.47%

Schneider Electric Infrastructure LtdCapital Goods4.22%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Atul Mehra

Lead Portfolio Manager

Mr. Atul Mehra has experience of 8 years. Manages 60 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹689 Cr

Ajay Khandelwal

Co-Portfolio Manager

Mr. Ajay Khandelwal has experience of 22 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹200 Cr Holds a B.E. degree.

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 289 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Swapnil Mayekar

Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 229 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Bhalchandra Shinde

Co-Portfolio Manager

Mr. Bhalchandra Shinde has experience of 16 years. Manages 48 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹89 Cr Holds a B.E. degree.

Ajay Khandelwal

Co-Portfolio Manager

Mr. Ajay Khandelwal has experience of 22 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹200 Cr Holds a B.E. degree.

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 289 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Swapnil Mayekar

Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 229 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Bhalchandra Shinde

Co-Portfolio Manager

Mr. Bhalchandra Shinde has experience of 16 years. Manages 48 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹89 Cr Holds a B.E. degree.

CW Expert Take

Motilal Oswal brings a disciplined, process-driven approach to infrastructure investing. Their investment philosophy centers on identifying quality franchises through rigorous fundamental research. The fund house maintains distinct expertise in the infrastructure space, with dedicated teams analyzing macro trends and micro business drivers. Motilal Oswal combines top-down thematic views with bottom-up analysis to construct concentrated portfolios reflecting their highest conviction ideas.

71 years

Combined Team Experience

₹ 20,721 Cr

Assets Under Management

Firm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)3.13%

Regulatory & Tax Information

INF247L01EZ4

ISIN

DailyDealing Frequency

Nifty Infrastructure TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)