Motilal Oswal Digital India Fund Direct Growth

Motilal Oswal Digital India Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Sector - Technology

Get the latest NAV of Motilal Oswal Digital India Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹9.70

▲1.3%1D

NAV as on 14 May 2025

-3.03%/per year

Since Inception

Absolute Gain%

▲▼

1534 people have invested ₹ 55.5L in Motilal Oswal Digital India Fund Direct Growth in the last three months

Motilal Oswal Digital India Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (14-May-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
17.39%
8.42%
13.05%
3 Months
5.61%
9.05%
-5.65%
6 Months
-2.84%
2.44%
-8.45%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Digital India Fund
-
716Cr
0.83%
-
-
-3.03%
SBI Technology Opportunities Fund Direct Growth
1/5
4,225Cr
0.89%
22.66%
17.8%
20.83%
ICICI Prudential Technology Fund Direct Growth
3/5
12,983Cr
1.05%
17.27%
13.63%
21.46%
Tata Digital India Fund Direct Growth
4/5
11,037Cr
0.46%
16.13%
15.79%
19.84%
See all

Motilal Oswal Digital India Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Digital India Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 97.8%

Debt & Cash 2.2%

Small cap
52.1%
Mid cap
32.9%
Large cap
12.9%
Mid Cap allocation has gone up from 24.1% to 32.9%
Mid Cap allocation has gone up from 24.1% to 32.9%
Large Cap allocation has gone down from 14.2% to 12.9%
Large Cap allocation has gone down from 14.2% to 12.9%
Small Cap allocation has gone up from 48.6% to 52.1%
Small Cap allocation has gone up from 48.6% to 52.1%
Cash allocation has gone down from 11.2% to 2.2%
Cash allocation has gone down from 11.2% to 2.2%

Motilal Oswal Digital India Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 97.8%

Debt & Cash 2.2%

Top 3 Sectors in April were Tech, Communication & Financial Services

Apr'25

Tech

61%

Communication

17%

Financial Services

11%

Mar'25

Tech

54%

Communication

20%

Financial Services

13%

Motilal Oswal Digital India Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Coforge Ltd
9.69%
87.6%
Zensar Technologies Ltd
8.35%
6.5%
PB Fintech Ltd
7.54%
0%
Affle 3i Ltd
7.05%
-2.5%
Hexaware Technologies Ltd Ordinary Shares
6.8%
81.2%
See all
Top Stocks bought last month
Coforge Ltd's allocation increased from 3.71% to 6.06%
Coforge Ltd's allocation increased from 3.71% to 6.06%
Affle India Ltd's allocation increased from 6.95% to 7.63%
Affle India Ltd's allocation increased from 6.95% to 7.63%
Indegene Ltd's allocation increased from 2.7% to 2.98%
Indegene Ltd's allocation increased from 2.7% to 2.98%
Top Stocks sold last month
Zensar Technologies Ltd's allocation decreased from 8.67 % to 8.07 %
Zensar Technologies Ltd's allocation decreased from 8.67 % to 8.07 %
CE Info Systems Ltd's allocation decreased from 5.13 % to 5.11 %
CE Info Systems Ltd's allocation decreased from 5.13 % to 5.11 %
Info Edge (India) Ltd's allocation decreased from 7.23 % to 4.94 %
Info Edge (India) Ltd's allocation decreased from 7.23 % to 4.94 %

Motilal Oswal Digital India Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.83%
Benchmark
S&P BSE TECK TR INR
AUM₹716 Cr
Inception Date4 November, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Digital India Fund

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

  1. Motilal Oswal Digital India Fund Direct Growth has ₹716 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.8.

Returns

Motilal Oswal Digital India Fund Direct Growth has given a CAGR return of -3.03% 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 Coforge Ltd, Zensar Technologies Ltd, PB Fintech Ltd, Affle 3i Ltd, Hexaware Technologies Ltd Ordinary Shares

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 benefit
Dividends 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.

Fund Manager

Niket Shah

Fund Manager of Motilal Oswal Digital India Fund Direct Growth, since 4 November 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 715.8 Cr
₹ 677.1 Cr
₹ 663.6 Cr
  • AUM of the fund stands at 715.8 Cr as of Apr'25
  • AUM increased by 38.7 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Motilal Oswal Digital India Fund Direct Growth

What is the current NAV of Motilal Oswal Digital India Fund Direct Growth?

The current NAV of Motilal Oswal Digital India Fund Direct Growth is ₹9.7 as on 14-May-2025.

What are the average returns of Motilal Oswal Digital India Fund Direct Growth?

Existing (Absolute + CAGR) as on 14-May-2025.
Motilal Oswal Digital India Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
17.39%
17.39%
6 Month Returns
-2.84%
-2.84%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Motilal Oswal Digital India Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • 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.

What is the expense ratio of Motilal Oswal Digital India Fund Direct Growth?

0.83% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Digital India Fund Direct Growth?

₹716 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Digital India Fund Direct Growth?

Coforge Ltd(9.69%), Zensar Technologies Ltd(8.35%), PB Fintech Ltd(7.54%), Affle 3i Ltd(7.05%), Hexaware Technologies Ltd Ordinary Shares(6.8%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Digital India Fund Direct Growth has invested in?

Tech(59.18%), Communication(16.78%), Financial Services(10.78%) as on April 2025

What is the alpha of Motilal Oswal Digital India Fund Direct Growth?

The alpha ratio for the Motilal Oswal Digital India Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Digital India Fund Direct Growth
-
-
-
As on April 2025
The alpha for Motilal Oswal Digital India Fund Direct Growth is calculated against S&P BSE TECK TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Digital India Fund Direct Growth??

The Beta ratio for the Motilal Oswal Digital India Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Digital India Fund Direct Growth
-
-
-
As on April 2025
The Beta for Motilal Oswal Digital India Fund Direct Growth is calculated with S&P BSE TECK TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Digital India Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Digital India Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Digital India Fund Direct Growth
-
-
-
As on April 2025
The sharpe ratio for Motilal Oswal Digital India Fund Direct Growth is calculated with S&P BSE TECK TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Digital India Fund Direct Growth?

The standard deviation for the Motilal Oswal Digital India Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Digital India Fund Direct Growth
-
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

Who is the manager of Motilal Oswal Digital India Fund Direct Growth?

Niket Shah is the fund manager of Motilal Oswal Digital India Fund Direct Growth

What is the exit load of Motilal Oswal Digital India Fund Direct Growth?

The Exit load of Motilal Oswal Digital India Fund Direct Growth is 1%