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Business News/Market/Market Stats/    Motilal Oswal Nifty India Defence Index Fund Regular Growth

Motilal Oswal Nifty India Defence Index Fund Regular Growth

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Invest
Explore On
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
11.51 +0.02 (0.19%) NAV as on 09 Jul, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3775.66
  • CAGR 7.23%
  • Exit Load1.00%
  • Expense ratio1.08%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2024-07-03

Morning Star Rating N.A.

Risk
Moderate
Return

Asset Allocation

Holdings As On - 11 July 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty India Defence Total Return Index, subject to tracking error.

 

The Motilal Oswal Nifty India Defence Index Fund Regular Growth has an AUM of 3775.66 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.08%. The minimum investment in Motilal Oswal Nifty India Defence Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are - & Moderate respectively.

 

The top holdings of the fund include Bharat Electronics, Hindustan Aeronautics, Solar Industries India & Mazagon Dock Shipbuilders.

 

The major sectors where the fund is invested are Aerospace & Defense, Water Transportation, Chemical Manufacturing & Misc. Capital Goods.

 

Some of the similar funds are ICICI Prudential Nifty Next 50 Index Fund Growth, UTI Nifty Next 50 Index Fund Regular Growth, Nippon India Index Fund - Nifty 50 Plan - Growth, Navi Nifty 50 Index Fund Regular Growth, Motilal Oswal Nifty India Defence Index Fund Regular Growth. Motilal Oswal Nifty India Defence Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

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FAQs about Motilal Oswal Nifty India Defence Index Fund Regular Growth

According to the morning star rating Motilal Oswal Nifty India Defence Index Fund Regular Growth has a & Moderate return.
Motilal Oswal Nifty India Defence Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty India Defence Index Fund Regular Growth is 1.08%.
The 5 year annualized return on Motilal Oswal Nifty India Defence Index Fund Regular Growth is 0.00% & it has generated 7.23% in the last 1 year.
The minimum investment in Motilal Oswal Nifty India Defence Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty India Defence Index Fund Regular Growth has an AUM of 3775.66 crores.
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