Sharpe ratio
0.06Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+4.20%1Y Absolute Return
+0.61%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Motilal Oswal Digital India Fund - Direct Plan - GrowthFund 1Y annualised return · 5Y history unavailable | ₹8,10,000 | ₹7,32,612 | ₹77,388 | +4.20% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.06
₹1 Lakh since launch₹1.06 Lakh
Fund age2.0 yrs
Fund information
Scheme code152964
ISININF247L01DN2
BenchmarkBSE Teck TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.08%
Exit loadExit load of 1%, if redeemed within 90 days.
Minimum SIP₹500 SIP
Return comparison
407th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | -8.65% | — | — |
| 3M | +35.87% | — | — |
| 6M | +67.45% | — | — |
| 1Y | +4.20% | — | +4.16% |
| Since Launch | +5.51% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.09Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
22.77%How much the fund’s returns fluctuate over time.
Very high volatility
Expect large price swings and higher risk.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.18How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 28 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Zomato Ltd | Technology | Equity | 6.57% |
| Coforge Ltd | Technology | Equity | 6.07% |
| PB Fintech Ltd | Financial | Equity | 6.07% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 5.88% |
| One 97 Communications Ltd | Industrials | Equity | 5.69% |
| Firstsource Solutions Ltd | Industrials | Equity | 5.52% |
| Zensar Technologies Ltd | Technology | Equity | 5.49% |
| Repo | Unspecified | Repo | 5.32% |
| Info Edge (India) Ltd | Technology | Equity | 4.05% |
| Sonata Software Ltd | Technology | Equity | 3.88% |
Fund management
SW
Swapnil P Mayekar
Since 2025 · Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
RA
Rakesh Shetty
Since 2024 · 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.
Mr. Shetty has done B.Com
AT
Atul Mehra
Since 2024 · Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
VA
Varun Sharma
Since 2024 · Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Recovered from its worst fall in 5 months. Technology makes up 58% — trouble in that sector hits the whole fund.
Strengths
- Recovered from its worst fall in 5 months.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 22.8% volatility.
Risk drivers
- Technology makes up 58% — trouble in that sector hits the whole fund.