Motilal Oswal Infrastructure Fund Review – Motilal Oswal Infrastructure Fund Review Direct NFO Open on 23 April 2025 and Close on 07 May 2025. Motilal Oswal Infrastructure Fund Direct NFO Allotment Date is 13 May 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open-ended equity scheme following infrastructure theme.
Scheme Benchmark: Nifty Infrastructure Total Return Index
Motilal Oswal Infrastructure Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| 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 |
Motilal Oswal Infrastructure Fund Important Date
| Scheme Offer | Motilal Oswal Infrastructure Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 23 April 2025 |
| Close Date | 07 May 2025 |
| Allotment Date | 13 May 2025 |
| Category | Thematic Fund |
| Min Inv ₹ | ₹500 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty Infrastructure Total Return Index |
Investment Objective of the Scheme?
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.
Motilal Oswal Infrastructure Fund Other Details
| Exit Load | 1% |
|---|---|
| Exit Load Details | Exit load of 1%, if redeemed within 3 months |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 500 |
| Min. SIP | Rs. 500 |
Motilal Oswal Infrastructure Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Equity and Equity related instruments of companies that are engaged in or are expected to benefit from the growth and development of the infrastructure sector in India | 80% | 100% |
| Equity and Equity Related Instruments of other than above | 0% | 20% |
| Debt and Money Market instruments (including cash and cash equivalents) | 0% | 20% |
| Units of REITs and InvITS | 0% | 10% |
| Units of Mutual Funds | 0% | 5% |
Manager Manage the Scheme?
Fund Manger : Ajay Khandelwal
Qualification : 1. CFA Level 3 2. PGDM – MBA – TAPMI, Manipal 3. B.E. – Electrical Engineer – MITS, Gwalior
Experience : Ajay has a 13 years’ experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund.
Fund Manger : Atul Mehra
Qualification : CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor’s in commerce, Mumbai University, HR College of Commerce and Economics.
Experience : Atul has over 15 years of overall experience. Motilal Oswal Asset Management Company Ltd – Senior Vice President – Fund Manager – PMS and AIFs. (2013 – present) Edelweiss Capital Ltd – Research Analyst (2008-13).
Fund Manger: Mr. Bhalchandra Shinde
Qualification: M.M.S Finance & B.E. Mech
Experience: Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research. Mr. Shinde’s professional journey has been marked by his expertise and significant contributions to the field.
Fund Manger : Rakesh Shetty
Qualification : Bachelors of Commerce (B.Com)
Experience : He has more than 14 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.
Fund Manger : Mr. Sunil Sawant
Qualification : Master of Commerce (M. Com).
Experience : Sunil has been associated with the Company since 2018 for Alternates Business as Dealer.
Motilal Oswal Infrastructure Fund Sector Representation
| Sector | Weightage |
|---|---|
| Oil, Gas & Consumable Fuels | 28.51 |
| Telecommunication | 15.61 |
| Construction | 12.57 |
| Power | 12.06 |
| Construction Materials | 9.53 |
| Services | 5.75 |
| Capital Goods | 4.85 |
| Healthcare | 4.55 |
| Realty | 2.32 |
| Automobile and Auto Components | 2.14 |
| Consumer Services | 2.12 |
| Oil, Gas & Consumable Fuels | 28.51 |
| Telecommunication | 15.61 |
| Construction | 12.57 |
| Power | 12.06 |
Motilal Oswal Infrastructure Fund Index Return
| Index Return | 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 |
Where Will the Scheme Invest?
- Equity and Equity Related Securities.
- Debt and Money Market instruments (including cash and cash equivalents) Liquid and Debt Scheme.
- Derivatives as may be permitted by SEBI / RBI.
- Foreign Securities including units of overseas mutual fund schemes / Overseas ETFs.
- Units of REITs and InvITs.
- Units of Mutual Fund.
- Pending deployment of funds as per the investment objective of the Scheme, the funds may be parked in short term deposits of scheduled commercial banks, subject to guidelines and limits specified by SEBI.
- Any other instruments as may be permitted by RBI / SEBI regulatory authorities under prevailing Laws from time to time.
Also Read: Bajaj Finserv Nifty Next 50 Index Fund Review
Motilal Oswal Infrastructure Fund Registrar
KFIN TECHNOLOGIES LIMITED
Selenium Tower- B, Plot 31-32, Gachibowli, Financial
District, Nanakramguda, Serilingampally, Hyderabad 500 032, Telangana, India.
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna
Motilal Oswal Infrastructure Fund Form Download
People also ask F&Q
Question 1: Is Motilal Oswal Infrastructure Fund good or bad?
Answer 1: Yes, Motilal Oswal Infrastructure Fund is a good choice for investors & Retailer Also.
Question 2: What NAV will I get, if I invest in NFO period of Motilal Oswal Infrastructure Fund?
Answer 1: A NAV of approx ₹ 10.00/-
