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Motilal Oswal Nifty 50 Index  Gr

Motilal Oswal Nifty 50 Index Gr

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Standard Deviation17.0%
Sharpe Ratio-0.70

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services8.1%
Technology11.26%
Capital Goods11.83%
Financial Services37.6%
Consumers17.8%
Utilities2.59%
Energy & Infra10.82%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
HDFC Bank LtdFinancial Services10.39%
ICICI Bank LtdFinancial Services9.06%
Reliance Industries LtdEnergy & Infra7.59%
Bharti Airtel LtdServices5.11%
Larsen & Toubro LtdCapital Goods4.21%
State Bank of IndiaFinancial Services3.79%
Axis Bank LtdFinancial Services3.37%
Infosys LtdTechnology3.36%
Kotak Mahindra Bank LtdFinancial Services2.94%
Mahindra & Mahindra LtdConsumers2.52%

Fund House Management

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

Fund Manager Track Record

Fund Manager Track Record

SM

Swapnil Mayekar

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Team

28 years

Combined Team Experience

AUM

₹ 29,325 Cr

Assets Under Management

RS
Rakesh Shetty
Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

DM
Dishant Mehta
Co-Portfolio Manager

Dishant Mehta has experience of 2 years. Manages 101 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)0.62%

iconRegulatory & Tax Information

INF247L01AF4
verified
ISIN
DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)
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