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  • Mutual Funds
  • Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G)
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Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G)

Index Fund
Invest Now

  • NAV

    10.75(0.15%)

  • Fund Size (CR)

    ₹12.02

  • Expense Ratio

    0.5

  • Scheme Type

    Passive Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹100

  • Minimum Withdrawal

    ₹500

  • Exit Load 1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.

    1%

  • Return Since Launch

    8.39%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 7.48%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Swapnil Mayekar

Bench Mark

Nifty MidSmall IT & Telecom TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 December 202410176.131.76%--0.14%15/990
1 Month29 November 202410323.353.23%--0.48%45/954
3 Month-----3.76%-/-
6 Month----1.79%-/-
1 Year----13.68%-/-
3 Year--0%-13.51%-/-
5 Year--0%-16.04%-/-
Since Inception19 November 202410839.108.39%8.39%10.78%499/998

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year2 December 202420,00020133.120.67% 0.67%
3 Year-----
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

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Standard Deviation

undefined%

Beta

undefined%

Sharpe Ratio

1.48%

Treynor's Ratio

undefined%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Persistent Sys14.54%29581.75EquityIT - Software
Coforge13.36%18481.61EquityIT - Software
Indus Towers10.05%345831.21EquityTelecomm Equipment & Infra Services
Mphasis7.78%31420.93EquityIT - Software
Oracle Fin.Serv.6.38%6550.77EquityIT - Software
Tata Elxsi5.35%9640.64EquityIT - Software
KPIT Technologi.5.16%45330.62EquityIT - Software
Tata Comm4.77%32680.57EquityTelecomm-Service
Vodafone Idea4.57%6566940.55EquityTelecomm-Service
Cyient3.62%23500.44EquityIT - Software

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G)
12.023.23%----
ICICI Pru Nifty Pharma Index Fund-Dir (IDCW)
81.274.46%-0.34%17.84%37.81%-
ICICI Pru Nifty Pharma Index Fund-Dir (G)
81.274.46%-0.34%17.84%37.81%-
Motilal Oswal Nifty Microcap 250 Index Fund-Dir (G)
1790.14-1.28%-3.63%7.51%32.25%-
Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW)
766.590.79%-4.18%2.41%31.98%-
Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (G)
766.590.79%-4.18%2.41%31.98%-

News

  • Motilal Oswal MF announces change in Fund Manager of the following scheme

    Motilal Oswal Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 24 December 2024

    Change in Fund Managers of the Scheme:

    Scheme Name Existing Fund Manager(s) New Fund Manager(s)
    Motilal Oswal Manufacturing Fund - For Equity Component Mr. Ajay Khandelwal
    Mr. Santosh Singh
    Mr. Atul Mehra     		Mr. Ajay Khandelwal
    Mr. Atul Mehra
    Mr. Bhalchandra Shinde -
    Associate Fund Manager
    Motilal Oswal Asset Allocation Passive Fund of Fund ' Conservative ' (For Equity including overseas Index/ETFs & Gold passive funds) Mr. Rouhak Shah Mr. Bhalchandra Shinde
    Motilal Oswal Asset Allocation Passive Fund of Fund ' Aggressive ' (For Equity including overseas Index/ETFs & Gold passive funds) Mr. Rouhak Shah Mr. Bhalchandra Shinde
    Motilal Oswal Gold and Silver ETFs Fund of Funds Mr. Rakesh Shetty Mr. Bhalchandra Shinde

    Powered by Capital Market - Live News

  • Motilal Oswal Mutual Fund announces change in Exit Load Structure

    Motilal Oswal Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 27 December 2024

    Change in Exit Load:

    Name of the Scheme Existing Exit Load Structure Revised Exit Load Structure
    Motilal Oswal Arbitrage Fund 0.25% - If redeemed within 30 days from the day 0 of allotment.

    Nil - If redeemed after 30 days from the day of allotment.

    		0.25% - If redeemed within 15 days from the day of allotment.

    Nil - If redeemed after 15 days from the day of allotment.

    Powered by Capital Market - Live News

  • Motilal Oswal MF announces change in Fund Manager of the following schemes

    Motilal Oswal Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 20 December 2024

    Change in Fund Managers of the Scheme:

    Scheme Name Existing Structure for Equity Component Revised Structure for Equity Component
    Motilal Oswal Arbitrage Fund Niket Shah
    Atul Mehra
    Santosh Singh
    Ajay Khandelwal     		Vishal Ashar
    Niket Shah
    Atul Mehra
    Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Swapnil Mayekar Swapnil Mayekar
    Associate Fund Manager Dishant Mehta
    Motilal Oswal Nifty MidSmall Financial Services Index Fund Swapnil Mayekar Swapnil Mayekar Associate Fund Manager Dishant Mehta
    Motilal Oswal Nifty MidSmall India Consumption Index Fund Swapnil Mayekar Swapnil Mayekar Associate Fund Manager Dishant Mehta
    Motilal Oswal Nifty MidSmall Healthcare Index Fund Swapnil Mayekar Swapnil Mayekar Associate Fund Manager Dishant Mehta
    Motilal Oswal Nifty Capital Market Index Fund Swapnil Mayekar Swapnil Mayekar Associate Fund Manager Dishant Mehta
    Motilal Oswal Microcap 250 Index Fund Swapnil Mayekar Associate Fund Manager Dishant Mehta Swapnil Mayekar Associate Fund Manager Dishant Mehta Rakesh Shetty ' Debt Component

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

29 October 2024

Total AUM (Cr)

₹12.02

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is an Index Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 29 October 2024, this fund is managed by Swapnil Mayekar. With assets under management (AUM) worth ₹12.02 (Cr), as of 1 January 2025, Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is categorized as a Index Fund within its segment. The fund has generated a return of 8.39% since its launch.
The current NAV of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is ₹10.75, as on 1 January 2025. The fund's benchmark index is Nifty MidSmall IT & Telecom TRI. You can invest in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.72% in Equity, 1.83% in Debt and -0.55% in cash and cash equivalents.

FAQs

How to Invest in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) Direct Growth?

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is a popular fund in the Index Fund segment. The fund has generated a return of 8.39% since inception. Looking to invest in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) today and reap the benefits of this Index Fund fund!

How much returns has Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) Direct Growth generated?

In the short term, i.e., 1 year, Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) has generated annualised return of undefined%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 8.39% returns.

What is the expense ratio of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) Direct Growth?

The expense ratio of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) Direct Growth is 0.50%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) Fund Direct Growth?

The Assets Under Management (AUM) of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is ₹12.02 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) Direct Growth?

Redeeming or selling units of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.