April 18, 2025
mayank
Motilal Oswal Infrastructure 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
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Infrastructure Fund Open Date, Close Date?
NFO opens on April 23, 2025
NFO will close on May 07, 2025
Investment Strategy for this NFO?
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that are engaged directly or indirectly or are expected to benefit from the growth and development of the infrastructure sector in India.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 23 April 2025 |
| Issue Close | 07 May 2025 |
| Type | Open-ended |
| Category | Equity: Sectoral-Infrastructure |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| Riskometer | Very High |
| Benchmark | NIFTY Infrastructure TRI |
About Benchmark Index for this NFO?
Nifty Infrastructure Index includes companies belonging to Telecom, Power, Port, Air, Roads, Railways, shipping and other Utility Services providers. The Index comprises of maximum 30 companies listed on National Stock Exchange of India (NSE).
Nifty Infrastructure Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base market capitalization value.
Nifty Infrastructure Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty Infrastructure Total Returns Index.
Portfolio Characteristics
| Methodology | Periodic Capped Free Float |
| No. of Constituents | 30 |
| Launch Date | August 07, 2007 |
| Base Date | January 01, 2004 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Motilal Oswal Infrastructure 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.
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
3) 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.
4) Bhalchandra Shinde
Education: Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience: Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
AMC
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/
Review for Motilal Oswal Infrastructure Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of NIFTY Infrastructure TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -0.07 | -0.07 | 1.46 | 29.08 | 10.57 |
| Total Return | 0.14 | 0.14 | 2.27 | 30.57 | 11.95 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 20.05 | 17.90 | 25.11 |
| Beta (NIFTY 50) | 1.30 | 0.97 | 1.06 |
| Correlation (NIFTY 50) | 0.91 | 0.87 | 0.90 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 23.5 | 3.05 | 1.09 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| Reliance Industries Ltd. | 19.88 |
| Bharti Airtel Ltd. | 14.26 |
| Larsen & Toubro Ltd. | 12.57 |
| NTPC Ltd. | 5.20 |
| UltraTech Cement Ltd. | 4.11 |
| Power Grid Corporation of India Ltd. | 4.03 |
| InterGlobe Aviation Ltd. | 3.08 |
| Grasim Industries Ltd. | 3.07 |
| Oil & Natural Gas Corporation Ltd. | 2.93 |
| Adani Ports and Special Economic Zone Ltd. | 2.68 |
Note on Benchmark Performance:
The Nifty Infrastructure Index is designed to reflect the behavior and performance of a diversified portfolio of companies representing the infrastructure sector which includes companies belonging to Telecom, Power, Port, Air, Roads, Railways, shipping and other Utility Services providers. The Fund has generated good returns in the last five years and Since Inception as shown in the table above.
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Ajay Khandelwal
| Fund | Motilal Oswal Small Cap Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 19.09 | 1.54 | 10.30 | 6.88 |
| 3 Year | — | — | 22.63 | 13.64 |
| 5 Year | — | — | 27.18 | 24.54 |
| 7 Year | — | — | 15.48 | 14.07 |
| 10 Year | — | — | 17.10 | 13.15 |
As on 18-4-2025
Past Performance of Atul Mehra
| Fund | Motilal Oswal Large Cap Fund | It’s Benchmark | Motilal Oswal Balance Advantage Fund | It’s Benchmark |
| 1 Year | 26.52 | 8.70 | -7.30 | 5.66 |
| 3 Year | — | — | 7.11 | 10.89 |
| 5 Year | — | — | 9.75 | 17.13 |
| 7 Year | — | — | 6.95 | 11.11 |
| 10 Year | — | — | — | — |
As on 18-4-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | 4.08 | 6.95 | 2.29 | 6.88 |
| 3 Year | 16.06 | 13.31 | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 18-4-2025
Past Performance of Bhalchandra Shinde
| Fund | Motilal Oswal Gold and Silver ETFs FoF | It’s Benchmark | Motilal Oswal Manufacturing Fund | It’s Benchmark |
| 1 Year | 23.12 | 28.00 | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 18-4-2025
Note on Fund Managers’ performance
The Fund is being managed by FOUR Fund Managers which raises the question – Too many cooks spoilt the broth?
Mr. Khandelwal is a veteran Fund Manager with good experience under his belt and is the Fund Manager for a lot of Funds of Motilal Oswal. A lot of data is not available of the other Funds being managed by the other three Fund Manager.
[ C ] My Review
Since September 2024, the underlying Index has been seeing a bearish phase. Beginning March 2025, there has been a turnaround in the fortunes of this Index. The Indian infrastructure sector is a vital driver of economic growth, encompassing essential systems like electricity, roads, telecommunications, and more.
However, due to the volatility seen in the broader markets, the investor interest towards sectoral funds has gone down. Sectoral and thematic funds had ruled the roost for quite sometime before losing investor favour as they were not able to generate good returns in turbulent times. But it is important to note that such Funds have to be bought for the longer duration and one bad market cycle cannot cause to change investment decision. More so when the sector in question is Infrastructure. Infrastructure as a business has a long gestation cycle and hence an investor should have holding period of 7-10 years in mind to earn good returns.
Can invest a small portion of your portfolio to take benefit of diversification.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Motilal Oswal Infrastructure Fund NFO?
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https://sahifund.com/category/nfos/
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