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Motilal Oswal Infrastructure Fund
Fund Overview
| Expense ratio | 2.55% as on Aug 31, 2025 |
| Exit load | 1.0% |
| AUM (Fund size) | ₹49 Cr |
| Lock-in Period | Nil |
| Age | 5 m since Apr 23, 2025 |
| Benchmark | NIFTY Infrastructure TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Infrastructure Fund | 1.32% | N.A. | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Infrastructure Fund | 1.99% | 8.52% | -4.05% | 30.21% | 37.46% | 18.21% |
| DSP India T.I.G.E.R. Fund | 1.8% | 9.46% | -9.91% | 28.02% | 34.33% | 17.51% |
| HDFC Infrastructure Fund | 1.66% | 9.31% | -4.88% | 29.93% | 35.18% | 13.0% |
| Franklin Build India Fund | 2.03% | 9.38% | -3.83% | 29.94% | 35.02% | 18.91% |
| Invesco India Infrastructure Fund | 0.28% | 10.16% | -7.45% | 27.74% | 31.56% | 19.11% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Motilal Oswal Infrastructure Fund | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Infrastructure Fund | 14.86 | 0.54 | 1.33 | 2.39 |
| DSP India T.I.G.E.R. Fund | 17.83 | 0.60 | 1.05 | 1.47 |
| HDFC Infrastructure Fund | 16.23 | 0.58 | 1.22 | 1.95 |
| Franklin Build India Fund | 15.81 | 0.57 | 1.24 | 2.07 |
| Invesco India Infrastructure Fund | 19.29 | 0.65 | 0.98 | 1.25 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Infrastructure Fund | 49 Cr | 5 m | 2.55% |
| ICICI Prudential Infrastructure Fund | 7,645 Cr | 12 yrs 8 m | 1.14% |
| DSP India T.I.G.E.R. Fund | 5,303 Cr | 12 yrs 8 m | 0.74% |
| HDFC Infrastructure Fund | 2,483 Cr | 12 yrs 8 m | 1.09% |
| Franklin Build India Fund | 2,884 Cr | 12 yrs 8 m | 0.95% |
| Invesco India Infrastructure Fund | 1,524 Cr | 12 yrs 8 m | 0.84% |