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 500 Momentum 50 ETF
INF247L01DK8 |
25.56%
|
+0.00% |
| 2 | Motilal Oswal BSE Quality ETF
INF247L01BH8 |
25.40%
|
+0.00% |
| 3 | Motilal Oswal BSE Enhanced Value ETF
INF247L01BE5 |
24.45%
|
+0.00% |
| 4 | Motilal Oswal BSE Low Volatility ETF
INF247L01BL0 |
24.03%
|
+0.00% |
The investment objective of the scheme is to generate returns by offering multi factor investment solution that predominantly invests in units of passively managed factor-based ETFs and/or Index Funds. 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.