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NRI
NRI
  • Mutual Fund
  • Motilal Oswal Innovation Opportunities Fund-Reg (IDCW)

Mar 13, 2025

Category

Equity

AUM (Cr.)

124.22

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Niket Shah

Inception Date

Feb 18, 2025

Risk Level

Very High

Investment Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. However, there can be no assurance that the investment objective of the scheme will be realized.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

SIP Period(Year)

5115

Monthly Investment Amount

10 000 00020 00001 Cr
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Innovation Opportunities Fund-Reg (IDCW) 0 0 0 0 0 0.69
Benchmark - Nifty 500 TRI -3.05 -14.96 1.44 13.62 21.98 0
Category Average - BEST EQUITY PERFORMERS -3.7 -15.36 3.36 15.91 22.64 7.95
Category Rank 9/10 4/10 6/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 17.4030 0.50 8.39 0.00 0.00 3,880.46 1.85 100.00 invest
HDFC Defence Fund - Regular (IDCW) 17.4030 0.50 8.39 0.00 0.00 3,880.46 1.85 100.00 invest
ICICI Pru PSU Equity Fund (IDCW) 16.6700 0.18 -5.24 0.00 0.00 1,829.54 2.09 5,000.00 invest
SBI PSU Fund (G) 27.7794 0.14 -2.70 28.37 28.72 4,149.45 1.88 5,000.00 invest
ICICI Pru Technology Fund (G) 183.0500 -2.36 2.71 5.06 29.85 12,511.36 1.78 5,000.00 invest

Asset Allocation

Created with Highcharts 10.3.2
Val (Cr.) Allocation (%)
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top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-Reverse Repo Feb 28, 2025 71.35 57.44 0.00
Net CA & Others-Net CA & Others Feb 28, 2025 23.70 19.08 0.00
Equity-Bajaj Finance Feb 28, 2025 3.84 3.09 0.00
Equity-Bharti Airtel Feb 28, 2025 2.24 1.80 0.00
Equity-Prestige Estates Feb 28, 2025 2.13 1.72 0.00
Equity-Interglobe Aviat Feb 28, 2025 2.07 1.67 0.00
Equity-Global Health Feb 28, 2025 1.90 1.53 0.00
Equity-Angel One Feb 28, 2025 1.85 1.49 0.00
Equity-M & M Feb 28, 2025 1.84 1.48 0.00
Equity-Chalet Hotels Feb 28, 2025 1.80 1.45 0.00

latest news

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 12, 2025 11:54

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 06, 2025 13:16

Motilal Oswal MF launches Active Momentum Fund

Motilal Oswal Mutual Fund has announced the launch of its new open-ended eq...

Mar 04, 2025 13:26

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Feb 15, 2025 10:32

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Feb 13, 2025 11:23

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Feb 13, 2025 10:49

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Innovation Opportunities Fund-Reg (IDCW)
Contact Persone : Niket Shah
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com