September 22, 2025
RA Jainee
Motilal Oswal Infrastructure Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 12.2365
NAV IDCW: Rs 12.2365
Suitable For Which Investors?
This is a fund that invests mainly in shares of companies engaged in infrastructure-related activities or are expected to benefit from them.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
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.
Fund Manager:
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
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
Basic Details of Motilal Oswal Infrastructure Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 13-May-25 |
| Return Since Launch | 22.37% |
| Benchmark | NIFTY Infrastructure TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 49 Cr |
| (As on 31-Aug-2025) | |
| Expense | 2.55% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 8.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Infrastructure Dir | — | 0.43 | 4.64 | 11.26 | — | — | — | — | — | — |
| BSE India Infrastructure TRI | — | -0.01 | 1.76 | 0.54 | — | — | — | — | — | — |
| Equity: Thematic-Infrastructure | — | 0.17 | 2.39 | 4.21 | — | — | — | — | — | — |
| Rank within category | — | 3 | 1 | 1 | — | — | — | — | — | — |
| Number of funds in category | 21 | 22 | 22 | 22 | 21 | 20 | 19 | 19 | 19 | 19 |
Peer Comparison of Motilal Oswal Infrastructure Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Infrastructure Dir | Unrated | — | — | — | 2.55 | 49 | 22.37 | 1.00 (90) | 4M | 8.00 |
| ICICI Pru Infrastructure Dir | 5 star | 0.65 | 29.01 | 36.62 | 1.14 | 7,645 | 17.27 | 1.00 (15) | 12Y 8M | 48.00 |
| SBI Infrastructure Dir | 4 star | -8.68 | 22.52 | 27.52 | 1.01 | 4,836 | 15.33 | 0.50 (30) | 12Y 8M | 37.00 |
| Franklin Build India Dir | 5 star | -0.01 | 28.57 | 34.31 | 0.95 | 2,884 | 21.69 | 1.00 (365) | 12Y 8M | 18.99 |
| LIC MF Infrastructure Dir | 4 star | 2.79 | 30.01 | 33.43 | 0.83 | 995 | 16.31 | 1.00 (90) | 12Y 8M | 49.00 |
Portfolio Analysis of Motilal Oswal Infrastructure Fund
| No. of Stocks | 26 |
| Top 10 Stocks | 44.85% |
| Top 5 Stocks | 26.71% |
| Top 3 Sectors | 66.17% |
| Portfolio P/B Ratio | 9.21 |
| Portfolio P/E Ratio | 55.73 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 55,340 | 1,19,424 |
| Giant (%) | 10.42 | 41.97 |
| Large (%) | 43.51 | 20.02 |
| Mid (%) | 44.04 | 24.98 |
| Small (%) | 2.02 | 14.01 |
| Tiny (%) | — | 1.08 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Infrastructure Fund
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