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 202612.1468
CategorySectoral / Thematic
PlanDirect · Idcw
Launched23 Apr 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Infrastructure TRI
Expense ratiodirect plan, a year1.67%
AUM₹0.28 Cr
Growth of ₹10,000₹11,41719 May 2025 to 2 Sep 2026
₹12,049₹11,536₹11,024₹10,512₹10,000May 2025Sep 2025Jan 2026May 2026Sep 2026
₹11,417 (+10.8% 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₹10,515
30 Jun 2025₹10,862
7 Jul 2025₹10,773
14 Jul 2025₹10,772
21 Jul 2025₹10,803
28 Jul 2025₹10,424
4 Aug 2025₹10,710
11 Aug 2025₹10,790
18 Aug 2025₹10,951
25 Aug 2025₹11,164
1 Sep 2025₹11,053
8 Sep 2025₹11,074
15 Sep 2025₹11,379
22 Sep 2025₹11,480
30 Sep 2025₹11,069
6 Oct 2025₹11,410
13 Oct 2025₹11,442
20 Oct 2025₹11,741
27 Oct 2025₹11,725
3 Nov 2025₹11,775
10 Nov 2025₹11,701
17 Nov 2025₹11,783
24 Nov 2025₹11,538
1 Dec 2025₹11,609
8 Dec 2025₹11,078
15 Dec 2025₹11,257
22 Dec 2025₹11,448
29 Dec 2025₹11,299
5 Jan 2026₹11,542
12 Jan 2026₹11,101
19 Jan 2026₹10,993
27 Jan 2026₹10,734
2 Feb 2026₹11,046
9 Feb 2026₹11,511
16 Feb 2026₹11,439
23 Feb 2026₹11,521
2 Mar 2026₹11,304
9 Mar 2026₹11,156
16 Mar 2026₹10,889
23 Mar 2026₹10,728
30 Mar 2026₹10,366
6 Apr 2026₹10,524
13 Apr 2026₹11,055
20 Apr 2026₹11,460
27 Apr 2026₹11,641
4 May 2026₹11,693
11 May 2026₹11,719
18 May 2026₹11,523
25 May 2026₹11,730
1 Jun 2026₹11,590
8 Jun 2026₹11,430
15 Jun 2026₹11,624
22 Jun 2026₹12,049
29 Jun 2026₹11,833
6 Jul 2026₹11,804
13 Jul 2026₹11,622
20 Jul 2026₹11,736
27 Jul 2026₹11,574
3 Aug 2026₹11,668
10 Aug 2026₹11,691
17 Aug 2026₹11,606
24 Aug 2026₹11,539
31 Aug 2026₹11,531
2 Sep 2026₹11,417

Performance (trailing, annualised)

1Y annualised2.54%

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 ₹1,20,0850.13%

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

Risk

Volatility (3Y)14.93%
Downside deviation (3Y)10.57%
Maximum drawdown-12.21%

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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