Motilal Oswal Digital India Fund Direct Growth
NAV as on 11-04-2025
₹ 8.26
▲2.3%
1D
Inception Returns
/yr
Historical NAV & Returns
About Motilal Oswal Digital India Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth is an equity fund. This fund was started on 4 November, 2024. The fund is managed by Niket Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Digital India Fund Direct Growth has ₹677 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.8.
Returns
Motilal Oswal Digital India Fund Direct Growth has given a CAGR return of -17.40% since inception.
Holdings
Motilal Oswal Digital India Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Communication, Financial Services, Consumer Cyclical, Health, Industrial. Its top holdings are Zensar Technologies Ltd, PB Fintech Ltd, Affle India Ltd, Eternal Ltd, Coforge Ltd
Taxation
As it is a sector - technology mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Digital India Fund Direct Growth
The primary investment objective of the scheme is 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Digital India Fund Direct Growth has no lock in period.
Motilal Oswal Digital India Fund Direct Growth Overview
| Expense ratio | 0.78% |
Benchmark | S&P BSE TECK TR INR |
| AUM | ₹677 Cr |
| Inception Date | 4 November, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (11-Apr-25)
Fund Distribution
as on (31-Mar-25)
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Zensar Technologies Ltd | 8.07% | 0% | |
 PB Fintech Ltd | 7.8% | 0% | |
 Affle India Ltd | 7.63% | 0% | |
 Eternal Ltd | 6.87% | 0% | |
 Coforge Ltd | 6.06% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Motilal Oswal Digital India Fund Direct Growth | - | - | - | -17.4% |
 SBI Technology Opportunities Fund Direct Growth | 6.33% | 8.84% | 28.07% | 19.96% |
 Tata Digital India Fund Direct Growth | -3.43% | 4.82% | 29.2% | 18.36% |
 Franklin India Technology Fund Direct Growth | -4.81% | 12.09% | 26.35% | 18.43% |
Motilal Oswal Digital India Fund Direct Growth Highlights
Very High Risk
Fund Allocations
AUM size ₹677 Cr
Expense Ratio 0.78%
More funds from Motilal Oswal
5Y CAGR
▲ 35.96
5Y CAGR
▲ 29.33
5Y CAGR
▲ 26.59
5Y CAGR
▲ 22.41
5Y CAGR
▲ 31.47
Frequently Asked Questions for Motilal Oswal Digital India Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -2.83% | -2.83% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Digital India Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Digital India Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Digital India Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Digital India Fund Direct Growth | - | - | - |