October 18, 2024
RA Jainee
Motilal Oswal Digital India Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Digital India Fund Open Date, Close Date?
NFO opens on October 11, 2024
NFO will close on October 25, 2024
What is the Investment Strategy?
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.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 11 October 2024 |
| Issue Close | 25 October 2024 |
| Type | Open-ended |
| Category | Equity: Sectoral-Technology |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| Riskometer | Very High |
| Benchmark | BSE Teck TRI |
What is the Benchmark Index of Motilal Oswal Digital India Fund?
The BSE TECk index comprises constituents of the BSE 500 that are classified as members of the media &publishing, information technology & telecommunications sectors as defined by the BSE industry classification system. It was launched on 11th July 2001.
It can be used for variety of purposes such as benchmarking fund portfolios, launching of Index funds, ETF and structured products and also for research purposes
Quick Facts:
| Weighting Method | Float -adjusted market cap weighted |
| Rebalancing Frequency | Semiannually in June and December |
| Calculation Frequency | Real time |
| Calculation Currencies | INR, USD |
| Launch Date | 11th July 2001 |
| First Value Date | 31st January 2000 |
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MOS | YTD | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 26008.01 | -1.37% | 15.09% | 24.99% | 38.50% | 10.64% | 22.92% | 14.76% |
| PRICE RETURNS | 19688.82 | -1.38% | 14.71% | 23.53% | 36.06% | 8.68% | 20.80% | 12.77% |
Risk
| ANNUALIZED RISK | ANNUALIZED RISK-ADJUSTED RETURNS | |||||
| 3 YRS | 5 YRS | 10 YRS | 3 YRS | 5 YRS | 10 YRS | |
| STD DEV | 18.05% | 19.87% | 17.39% | 0.48 | 1.05 | 0.73 |
Fundamentals (As On 30-September-2024)
| PE | PB | DIV YIELD |
| 38.52 | 8.75 | 1.39 |
Index Characteristics
| NUMBER OF CONSTITUENTS | 26 |
| Constituent Market Cap[INR CRORE] | |
| MEAN TOTAL MARKET CAP | 194103.74 |
| LARGEST TOTAL MARKET CAP | 1544344.68 |
| SMALLEST TOTAL MARKET CAP | 7635.76 |
| MEDIAN TOTAL MARKET CAP | 45733.03 |
| WEIGHT LARGEST CONSTITUENT [%] | 29.02 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 91.91 |
Performance Review of the Fund Managers of Motilal Oswal Digital India Fund?
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Past Performance of his Schemes
| Fund | Motilal Oswal Small Cap Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 30.98 | 21.14 | 65.57 | 34.67 |
| 3 Year | — | — | 25.44 | 15.09 |
| 5 Year | — | — | 25.32 | 21.32 |
| 7 Year | — | — | 18.12 | 15.96 |
| 10 Year | — | — | 12.82 | 14.32 |
As on 18-10-2024
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Past Performance of his Schemes
| Fund | Motilal Oswal Large Cap Fund | It’s Benchmark | Motilal Oswal Multi Cap Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 18-10-2024
3) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
Past Performance of his Schemes
| Fund | Motilal Oswal Midcap Fund | It’s Benchmark | Motilal Oswal Flexi Cap Fund | It’s Benchmark |
| 1 Year | 69.73 | 46.47 | 57.31 | 34.67 |
| 3 Year | 34.26 | 22.19 | 19.71 | 15.09 |
| 5 Year | 33.54 | 31.30 | 18.70 | 21.32 |
| 7 Year | 22.80 | 19.71 | 13.22 | 15.96 |
| 10 Year | 21.90 | 21.04 | 16.89 | 15.44 |
As on 18-10-2024
4) Santosh Singh
Education: Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
Past Performance of his Schemes
| Fund | Motilal Oswal Multi Asset Fund | It’s Benchmark | Motilal Oswal Focused Fund | It’s Benchmark |
| 1 Year | 14.06 | 24.47 | 32.11 | 34.67 |
| 3 Year | 8.97 | 11.16 | 12.53 | 15.09 |
| 5 Year | — | — | 16.23 | 21.32 |
| 7 Year | — | — | 12.95 | 15.96 |
| 10 Year | — | — | 13.94 | 15.44 |
As on 18-10-2024
5) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Past Performance of his Schemes
| Fund | Motilal Oswal Balance Advantage Fund | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | 22.32 | 24.47 | 63.58 | 30.87 |
| 3 Year | 14.06 | 11.16 | — | — |
| 5 Year | 13.14 | 16.09 | — | — |
| 7 Year | 11.03 | 13.62 | — | — |
| 10 Year | — | — | — | — |
As on 18-10-2024
Which Company Owns Motilal Oswal Digital India Fund?
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Is it good to invest in Motilal Oswal Digital India Fund NFO?
Guidance for Motilal Oswal Digital India Fund by Paresh Gordhandas, C.A., Research Analyst.
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