Motilal Oswal Infrastructure Fund Direct Growth

Motilal Oswal Infrastructure Fund Direct Growth is an equity fund. This fund was started on 13 May, 2025. The fund is managed by Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

1. Motilal Oswal Infrastructure Fund Direct Growth has ₹40 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 2.6.
   

Motilal Oswal Infrastructure Fund Direct Growth has given a CAGR return of 15.47% since inception.

Motilal Oswal Infrastructure Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Health, Consumer Cyclical, Financial Services, Basic Materials, Communication, Real Estate, Energy, Tech, Utilities. Its top holdings are Multi Commodity Exchange of India Ltd, Jindal Stainless Ltd, Max Healthcare Institute Ltd Ordinary Shares, Triveni Turbine Ltd, Larsen & Toubro Ltd

As it is a equity - infrastructure 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.

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. However, there can be no assurance that the investment objective of the scheme will be realized.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Infrastructure Fund Direct Growth has no lock in period.