The fund is rated 3.5 stars. The strongest areas were investment selection within each industry and balance between returns and downside risk. Asset mix was the main limitation and did not provide enough support for a higher rating.
This fund has a bad track record with Asset Allocation, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 151.411 AUM and a 0.76 expense ratio. Considering all these factors, we have rated this fund as 3.5 star.
અમારો સ્કોર લાંબા ગાળાની કામગીરી, જોખમ અને સાતત્યને વજન આપે છે — ફક્ત ભૂતકાળના વળતરને નહીં.
4 Nov 2026 મુજબ
31 Oct 2026 મુજબ
30 Sep 2026 મુજબ
| હોલ્ડિંગ | ફંડનો % | મૂલ્ય | શેર |
|---|---|---|---|
| Motilal Oswal Gold ETF-Growth | 14.48% | ₹21.92 Cr | 15,07,437 |
| Motilal Oswal Nifty 50 Exchange Traded Fund-Growth | 12.20% | ₹18.47 Cr | 7,79,646 |
| Motilal Oswal Silver ETF-Growth | 11.93% | ₹18.07 Cr | 8,32,383 |
| Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth | 11.56% | ₹17.51 Cr | 27,03,809 |
| Motilal Oswal Nifty Smallcap 250 ETF - Growth | 11.36% | ₹17.2 Cr | 95,94,597 |
| Motilal Oswal BSE Low Volatility ETF - Growth | 10.07% | ₹15.24 Cr | 44,52,666 |
| Motilal Oswal Nifty 500 Momentum 50 ETF-Growth | 7.64% | ₹11.56 Cr | 22,00,376 |
| Motilal Oswal Nifty Next 50 ETF-Growth | 7.52% | ₹11.38 Cr | 16,26,138 |
| ICICI Prudential Nifty 10 yr Benchmark G-Sec ETF - Growth | 5.06% | ₹7.67 Cr | 2,94,035 |
| Motilal Oswal Nifty Midcap 100 ETF-Growth | 3.44% | ₹5.21 Cr | 8,09,939 |
To generate long term growth/capital appreciation by offering asset allocation. Investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold.
The scheme seeks to generate long-term capital appreciation by investing in multi-asset portfolio of units of equity-oriented, debt-oriented and commodity ETFs/ Index Funds.
Exit load of 1% if redeemed within 15 Days.
મ્યુચ્યુઅલ ફંડ્સ બજાર જોખમને આધિન છે. તમામ યોજના દસ્તાવેજો ધ્યાનથી વાંચો.
