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Motilal Oswal Nifty MdSmFinclSvcsIdxRgGr

Motilal Oswal Nifty MdSmFinclSvcsIdxRgGr

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 Deviation26.5%
Sharpe Ratio0.48

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Multi Commodity Exchange of India LtdFinancial Services8.52%
The Federal Bank LtdFinancial Services7.93%
One97 Communications LtdTechnology7.31%
IndusInd Bank LtdFinancial Services6.01%
AU Small Finance Bank LtdFinancial Services5.94%
IDFC First Bank LtdFinancial Services5.47%
Life Insurance Corporation of IndiaFinancial Services5.07%
ICICI Lombard General Insurance Co LtdFinancial Services3.92%
PB Fintech LtdFinancial Services3.82%
REC LtdFinancial Services3.78%

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

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

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

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)1.21%

iconRegulatory & Tax Information

INF247L01DX1
verified
ISIN
DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)
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