Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹46.81 Cr
Expense Ratio
1.35%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
19 Nov 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.45% | -- |
| 3 Months | +5.24% | -- |
| 6 Months | +24.28% | -- |
| 1 Year | +0.08% | +0.08% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -5.42% | -3.01% |
Holdings as on 16 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Coforge | 8.50 | 15.83 |
| Persistent Systems | 7.48 | 13.93 |
| Indus Towers | 6.16 | 11.48 |
| Vodafone Idea | 4.85 | 9.04 |
| Mphasis | 3.96 | 7.36 |
| Oracle Financial Services Software | 3.68 | 6.85 |
| HFCL | 3.14 | 5.85 |
| Tata Communications | 2.49 | 4.64 |
| Tata Technologies | 1.76 | 3.27 |
| Tata Elxsi | 1.52 | 2.82 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
Results are calculated on CAGR basis
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 MidSmall IT and Telecom Total Return Index, subject to tracking error.
The Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth has an AUM of 46.81 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 1.35%. The minimum investment in Motilal Oswal Nifty MidSmall IT and Telecom 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 High & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Coforge, Persistent Systems, Indus Towers, Vodafone Idea.
The major sectors where the fund is invested are Software & Programming, Communications Services, Construction Services, Communications Equipment.
Some of the similar funds are Mirae Asset Nifty Total Market Index Fund Regular Growth, Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth, Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth, Bandhan Nifty Total Market Index Fund Regular Growth, Groww Nifty Non-Cyclical Consumer Index Fund Regular Growth. Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth has a High risk & Moderate return.
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth is 1.35%.
The 5 year annualized return on Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth is 0.00% & it has generated 0.08% in the last 1 year.
The minimum investment in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth has an AUM of 46.81 crores.
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