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Sectoral / Thematic📊 BSE TECK TRI

Motilal Oswal Digital India Fund · Regular · Growth

Motilal Oswal Mutual Fund

#202 of 214 (1Y)

NAV

₹9.6703

as of 15 Jul 2026

Expense Ratio

2.34%

AUM

₹786 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-5.60%
3Y
5Y
Since Inception
-2.09%

SIP returns (XIRR)

1Y
+4.55%
3Y
5Y
Since Inception
+2.25%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.28

Sharpe Ratio

-0.08

Alpha

0.40

Beta

-0.28

Sortino

22.15%

Std Dev

-30.63%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategorySectoral / Thematic
BenchmarkBSE TECK TRI ✓
Launch Date04 Nov 2024
AMFI Code152966
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load1% - If redeemed on or before 3 months from the date of allotment. Nil - If redeemed after 3 months from the date of allotment.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Motilal Oswal Digital India Fund - Direct Plan- IDCW

Holding% NAV

Investment Objective

Motilal Oswal Digital India Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Motilal Oswal Digital India Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹786 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE TECK TRI. The current expense ratio is 2.34%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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