3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.
This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.
| # | Fund / ETF | Weight | YTD |
|---|---|---|---|
| 1 | Motilal Oswal Nifty 100 ETF
INF247L01GG9 |
31.41%
|
+0.00% |
The investment objective of the scheme is to generate long term growth/capital appreciation by predominantly investing in passive funds such as ETFs/Index Funds of equity and equity related instruments that offers diversified exposure across all market capitalization segments.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s): Swapnil Mayekar, Rakesh Shetty
Exit load: Exit load of 1%, if redeemed within 15 days.