OmniAssetMutual funds › Motilal Oswal Infrastructure Fund

Motilal Oswal Infrastructure Fund

Sectoral / Thematic fund benchmarked to Nifty Infrastructure TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202612.4454
CategorySectoral / Thematic
PlanRegular · Growth
Launched23 Apr 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Infrastructure TRI
Expense ratiodirect plan, a year3.14%
AUM₹84.8 Cr
Growth of ₹10,000₹11,69819 May 2025 to 2 Sep 2026
₹12,381₹11,785₹11,190₹10,595₹10,000May 2025Sep 2025Jan 2026May 2026Sep 2026
₹11,698 (+12.9% a year) Motilal Oswal Infrastructure Fund
Growth of ₹10,000 — every plotted observation
PointMotilal Oswal Infrastructure Fund
19 May 2025₹10,000
26 May 2025₹10,074
2 Jun 2025₹10,328
9 Jun 2025₹10,617
16 Jun 2025₹10,490
23 Jun 2025₹10,514
30 Jun 2025₹10,861
7 Jul 2025₹10,772
14 Jul 2025₹10,771
21 Jul 2025₹10,802
28 Jul 2025₹10,422
4 Aug 2025₹10,708
11 Aug 2025₹10,788
18 Aug 2025₹10,949
25 Aug 2025₹11,161
1 Sep 2025₹11,050
8 Sep 2025₹11,070
15 Sep 2025₹11,375
22 Sep 2025₹11,476
30 Sep 2025₹11,065
6 Oct 2025₹11,405
13 Oct 2025₹11,437
20 Oct 2025₹11,736
27 Oct 2025₹11,720
3 Nov 2025₹11,769
10 Nov 2025₹11,694
17 Nov 2025₹11,776
24 Nov 2025₹11,530
1 Dec 2025₹11,600
8 Dec 2025₹11,068
15 Dec 2025₹11,245
22 Dec 2025₹11,434
29 Dec 2025₹11,283
5 Jan 2026₹11,524
12 Jan 2026₹11,082
19 Jan 2026₹10,972
27 Jan 2026₹10,710
2 Feb 2026₹11,019
9 Feb 2026₹11,480
16 Feb 2026₹11,406
23 Feb 2026₹11,483
2 Mar 2026₹11,263
9 Mar 2026₹11,113
16 Mar 2026₹10,844
23 Mar 2026₹10,681
30 Mar 2026₹10,687
6 Apr 2026₹10,848
13 Apr 2026₹11,391
20 Apr 2026₹11,806
27 Apr 2026₹11,989
4 May 2026₹12,039
11 May 2026₹12,063
18 May 2026₹11,857
25 May 2026₹12,067
1 Jun 2026₹11,920
8 Jun 2026₹11,752
15 Jun 2026₹11,948
22 Jun 2026₹12,381
29 Jun 2026₹12,156
6 Jul 2026₹12,123
13 Jul 2026₹11,932
20 Jul 2026₹12,046
27 Jul 2026₹11,876
3 Aug 2026₹11,969
10 Aug 2026₹11,990
17 Aug 2026₹11,899
24 Aug 2026₹11,827
31 Aug 2026₹11,816
2 Sep 2026₹11,698

Performance (trailing, annualised)

1Y annualised5.10%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,7222.66%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Risk

Volatility (3Y)14.88%
Downside deviation (3Y)10.46%
Maximum drawdown-9.82%

Management

Fund managerMr. Ajay Khandelwal(For Equity Component), Mr. Atul Mehra (For Equity Component), Mr. Bhalchandra Shinde (For Equity Component), Mr. Rakesh Shetty (For Debt Component), Mr. Sunil Sawant (For Foreign Securities)
Managing since30 Sep 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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