Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal Infrastructure Fund-Regular-Growth
★★★★★ monitor_heart Health Score: 40/100 · WeakMotilal Oswal Mutual Fund · Equity · Sectoral/ Thematic
₹12.55
AUM: ₹131 Cr
NAV updated 27 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
5.78%
Exit Load
Exit load of 1%, if redeemed within 3 months.
Fund Manager
Ajay Khandelwal
Inception
May 2025
Benchmark
NIFTY Infrastructure Total Return Index
Sharpe Ratio
0.74
Std Dev (1Y)
16.29%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.31%
3m
+9.45%
6m
+6.39%
1y
+13.81%
3y
—
5y
—
10y
—
since inception
+18.95%
rate_review TopFund's Take on Motilal Oswal Infrastructure Fund-Regular-Growth
Motilal Oswal Infrastructure Fund-Regular-Growth lags behind most of its peers in the Sectoral/ Thematic category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 40/100.
Cost: At 5.78%, the expense ratio runs 435% above the Sectoral/ Thematic category average of 1.08%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.74 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 16.29% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
Similar Funds
Invesco India Financial Services Fund - Direct Plan - Growth
Invesco Mutual Fund
DSP India T.I.G.E.R. Fund - Direct Plan - Growth
DSP Mutual Fund
TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
Franklin India Opportunities Fund - Direct - Growth
Franklin Templeton Mutual Fund
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option
ICICI Prudential Mutual Fund
Aditya Birla Sun Life International Equity Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Infrastructure Fund-Regular-Growth
The current NAV (Net Asset Value) of Motilal Oswal Infrastructure Fund-Regular-Growth is ₹12.55. NAV is updated every business day after market close by AMFI.
1Y: 13.81%
The expense ratio is 5.78% per annum — the annual fee deducted from your investment to cover fund management costs.
Motilal Oswal Infrastructure Fund-Regular-Growth is managed by Ajay Khandelwal at Motilal Oswal Mutual Fund.
Motilal Oswal Infrastructure Fund-Regular-Growth is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Motilal Oswal Infrastructure Fund-Regular-Growth is a Sectoral/ Thematic fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Motilal Oswal Infrastructure Fund-Regular-Growth is ₹131 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.