Motilal Oswal Manufacturing Fund Direct Growth

Motilal Oswal Manufacturing Fund Direct Growth is an equity fund. This fund was started on 8 August, 2024. The fund is managed by Sunil Sawant, Ajay Khandelwal, Rakesh Shetty, Atul Mehra, Bhalchandra Shinde. The fund could potentially beat inflation in the long-run.

1. Motilal Oswal Manufacturing Fund Direct Growth has ₹775 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

Motilal Oswal Manufacturing Fund Direct Growth has given a CAGR return of 13.37% since inception. Over the last 1 year the fund has given a CAGR return of 10.79%.

Motilal Oswal Manufacturing Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Tech, Utilities, Health, Basic Materials, Real Estate, Consumer Defensive, Energy. Its top holdings are Siemens Energy India Ltd, Hitachi Energy India Ltd Ordinary Shares, TVS Motor Co Ltd, CG Power & Industrial Solutions Ltd, Bharat Dynamics Ltd Ordinary Shares

As it is a equity - other 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 engaged in the manufacturing activity. 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 Manufacturing Fund Direct Growth has no lock in period.