SCHEME OVERVIEW

Motilal Oswal Digital India Fund - Regular Plan - IDCW

Category: Equity: Sectoral-Technology
Launch Date: 04-11-2024
Asset Class:
Benchmark: BSE Teck TRI
Expense Ratio: 2.32% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 677 Cr As on (31-03-2025)
Turn over:
NAV as on 29-04-2025

9.0534

0.12 (1.342%)

CAGR Since Inception

-9.25%

BSE Teck TRI 15.0%

PERFORMANCE of Motilal Oswal Digital India Fund - Regular Plan - IDCW

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Digital India Fund - Regular Plan - IDCW - - - - -9.25
Benchmark - - - - -
Equity: Sectoral-Technology 6.96 10.46 27.95 16.5 7.22

Yearly Performance (%)

Nav Movement

Fund Managers

Ajay Khandelwal,Atul Mehra,Niket Shah

Investment Objective

The scheme seeks to generate long term growth of capital by predominantly investing in digital and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other companies engaged in or leveraging digitisation.

RETURNS CALCULATOR for Motilal Oswal Digital India Fund - Regular Plan - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Digital India Fund - Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Digital India Fund - Regular Plan - IDCW - - - - - -
Equity: Sectoral-Technology - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Digital India Fund - Regular Plan - IDCW 04-11-2024 0.0 0.0 0.0 0.0 0.0
HDFC Technology Fund - Growth Option 08-09-2023 13.92 0.0 0.0 0.0 0.0
SBI Technology Opportunities Fund - Regular Plan - Growth 01-01-2013 12.78 19.8 12.09 27.31 15.91
Kotak Technology Fund - Regular Plan - Growth Option 04-03-2024 11.24 0.0 0.0 0.0 0.0
ICICI Prudential Technology Fund - Growth 03-03-2000 8.97 20.12 8.52 31.19 17.27
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 7.13 20.56 9.18 28.26 0.0
Edelweiss Technology Fund - Regular Plan - Growth 06-03-2024 6.25 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 3.17 17.07 7.74 27.47 17.02
Franklin India Technology Fund-Growth 22-08-1998 1.1 27.15 14.79 25.53 15.8
Quant Teck Fund - Growth Option - Regular Plan 11-09-2023 -1.94 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Digital India Fund - Regular Plan - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)