Motilal Oswal Digital India Fund - Regular (G)

Basic Details

Lumpsum Returns

Note: Lumpsum Returns since Inception Date.

SIP Returns

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Risk Ratios

Top 10 stock holding in portfolio

Peer Comparison

List of Schemes under Motilal Oswal Mutual Fund

News

• Motilal Oswal MF launches India's first BSE 1000 index fund to broaden market access

  Motilal Oswal Mutual Fund has introduced the Motilal Oswal BSE 1000 Index Fund, a new fund offer (NFO) set to run from June 5 to June 19, 2025. The open-ended scheme is the first in India to track the BSE 1000 Total Return Index, aiming to offer investors wide-ranging exposure to India's equity markets through a single passive investment vehicle.

  The BSE 1000 Total Return Index represents the top 1,000 listed companies in India, covering approximately 94% of the country's listed market capitalization. The index spans across large-, mid-, small-, and micro-cap stocks, and reflects the performance of 22 sectors, ranging from traditional industries to technology-driven enterprises. With a cap of ~33% on the top 10 stocks, the index structure aims to minimize concentration risk and deliver diversified exposure.

  The fund's investment objective is to provide returns that closely correspond to the total returns of the BSE 1000 index, subject to tracking error. Investors can participate with a minimum lump sum of Rs 500, while exit load is 1% if redeemed within 15 days from allotment and nil thereafter.

  Commenting on the launch, Pratik Oswal, chief of' passive business, Motilal Oswal Asset Management Company: We are proud to launch India's first index fund tracking the BSE 1000 Total Return Index, giving investors access to India's largest and most inclusive equity index. This fund aims to captures the performance of 1,000 companies spanning large, mid, small, and micro-cap companies across 22 sectors. It provides a diversified exposure to India's corporate sector and is a natural evolution for investors seeking a passive investment option. As pioneers in passive investing, our goal is to offer simple, low-cost, and scalable investment options, and this launch aligns with that objective.

  The launch comes at a time when India's macroeconomic outlook remains strong. Citing IMF projections, MOAMC expects India's GDP to grow at 6.2% in 2025 and 6.3% in 2026, supported by a mix of domestic demand, policy reforms, and structural shifts across key industries.

  For investors seeking broad-based, passive exposure to India's equity story through a diversified and low-cost strategy, the Motilal Oswal BSE 1000 Index Fund offers a new point of entry aligned with India's long-term economic vision.

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• Motilal Oswal MF launches Motilal Oswal Services Fund to capitalize on India's booming services sector

  Motilal Oswal Mutual Fund has rolled out a new sector-focused equity scheme, Motilal Oswal Services Fund, aimed at tapping into the structural growth of India's services economy. The New Fund Offer (NFO), which opened on 20 May 2025 and will remain open until 3 June 2025, is designed as an open-ended equity scheme investing in companies operating within the services sector.

  The fund seeks to generate long-term capital appreciation by investing in equity and equity-related instruments of businesses that derive a majority of their revenue from the services domain. These could include industries like finance, healthcare, IT, telecom, consumer services, and more. The scheme will be benchmarked against the Nifty Services Sector Total Return Index, which has grown steadily from around 1,000 in April 2014 to 4,518 in April 2025, reflecting the sector's strength and momentum over the past decade.

  According to the fund's internal research, India's services sector has consistently been the backbone of the economy. Between FY23 and FY25, the sector recorded a solid 8.3% growth rate, bolstered by a sharp acceleration in services exports, which rose to 12.8% in FY25 from 5.7% in FY24. The services sector's share of India's Gross Value Added (GVA) increased from 52% in FY16 to 55% in FY24, peaking at 56% in FY23. It now contributes significantly to employment, supporting nearly 30% of the workforce. Globally, India ranks seventh in services exports, holding a 4.3% share. Remarkably, the sector has remained in the expansionary zone for 41 consecutive months since August 2021, underlining its resilience and consistent performance.

  Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company said, India's services sector has consistently demonstrated strong and resilient growth, emerging as a key driver of the country's economic development. With its rising contribution to GDP, robust export potential, and growing digital and consumer-driven demand, we believe the sector may offer compelling long-term investment opportunities. Our new Sectoral fund is designed to tap into this structural growth story and enable investors to gain exposure to the services-led transformation of India's economy.

  Echoing the sentiment, Bhalachandra Shinde, Associate Fund Manager, noted that the services sector spans a wide array of industries that are benefiting from urbanization, rising disposable incomes, and increasing digital penetration. He stated that the fund would follow a research-driven approach to identify high-quality businesses with scalable models and strong fundamentals positioned to ride the sector's long-term growth wave.

  The fund will be managed by a team comprising Bhalachandra Shinde, Ajay Khandelwal, and Atul Mehra for the equity component, Rakesh Shetty for debt, and Sunil Sawant for overseas securities.

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• Motial Oswal MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

  Motilal Oswal Mutual Fund has announced 03 May 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) in the following schemes. The Quantum of IDCW on the face value of Rs 10 per unit will be:

  Motilal Oswal Balance Advantage Fund ' Regular Plan ' Quarterly IDCW Option: Rs 0.17

  Motilal Oswal Balance Advantage Fund ' Direct Plan ' Quarterly IDCW Option: Rs 0.18

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Fund House Details & Investment Objective