Motilal Oswal Nifty India Defence Index Fund Direct growth

Equity • Index • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct growth

Launched On
03 Jul 2024
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 27 Dec 2024
₹8.64
+0.2193% (0.10)
AUM
₹2,127 Cr
Expense ratio
0.31%
Benchmark
Nifty India Defence
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 15D

1%

If units sold after 15D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Industrials

Industrials

77.81%
Basic Materials

Basic Materials

15.90%
Technology

Technology

4.56%
Consumer Cyclical

Consumer Cyclical

1.73%

Fund House

Motilal

Motilal

Inc: 28 Jul 2010 • Total AUM: ₹58,864 Cr • Rank #21
Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.

Fund Managers

Swapnil Mayekar

Experience: 5.42 yrs • Total AUM: 37,087 Cr

Rakesh Shetty

Experience: 2.10 yrs • Total AUM: 3,92,603 Cr

Dishant Mehta

Experience: yrs • Total AUM: 37,087 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

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1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.