AK
Ajay KhandelwalLead
Since May 2025
AUM managed
₹98,914.38Cr
Tenure
Since May 2025
Funds
18
Motilal Oswal Infra Reg Gr
Sector - InfrastructureMotilal Oswal Mutual Fund
NAV
₹12.25
-3.16% today
AUM
₹147.44 Cr
Fund size
Expense
3.13%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty Infrastructure TR INR (100%)
Number of holdings26
Inception13 May 2025
Exit load1.0
Risk metrics
Alpha3.23
Beta0.86
Sharpe ratio0.21
Standard deviation16.73%
Sortino ratio0.39
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Motilal Oswal Infra Reg Gr
Motilal Oswal Infra Reg Gr is an open-ended Sector - Infrastructure mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹12.25 per unit and the scheme manages ₹147.44 Cr in assets under management. The fund charges an expense ratio of 3.13% and is benchmarked against Nifty Infrastructure TR INR (100%). Over the trailing 1 year, Motilal Oswal Infra Reg Gr has delivered +1.24% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Motilal Oswal Infra Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -3.83% | -1.89% |
| 3 months | -3.62% | +3.97% |
| 6 months | +5.83% | +8.56% |
| 1 year | +1.24% | +4.93% |
| 3 years | 0.00% | +14.90% |
| 5 years | 0.00% | +17.20% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -0.25% |
| 3 months | -3.06% | +1.01% |
| 6 months | +3.23% | +4.82% |
| 1 year | +7.93% | +8.50% |
| 3 years | 0.00% | +57.25% |
| 5 years | 0.00% | +120.93% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Infra Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Infra Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Infra Reg Gr is ₹12.25 per unit, -3.16% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Infra Reg Gr delivered?
Motilal Oswal Infra Reg Gr has returned +1.24% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Infra Reg Gr?
Motilal Oswal Infra Reg Gr charges an expense ratio of 3.13% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Infra Reg Gr?
SEBI's riskometer classifies Motilal Oswal Infra Reg Gr as Very High Risk, which is typical for a Sector - Infrastructure scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Infra Reg Gr?
You can start a SIP in Motilal Oswal Infra Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Infra Reg Gr?
Motilal Oswal Infra Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹147.44 Cr in assets under management and invests across 26 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Infrastructure
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01EZ4
- Scheme code
- FS0000JHF9
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