Motilal Oswal Nifty India Defence Index Fund - Direct Plan

Value Research Rating

Unrated

Analyst’s Choice

premium-user

Riskometer

fund-quick-summary-circle

Very High

₹10.3158 2.63%

As on 15-May-2025

Returns

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Calculate SIP Returns of Motilal Oswal Nifty India Defence Index Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Motilal Oswal Nifty India Defence Index Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
VR Opinion
Risk info
Return (%)
Expense Ratio (%) info
Motilal Oswal Nifty India Defence Index Fund - Direct Plan
Unrated
unlock fund advisor
Very High
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0.31
Unrated
unlock fund advisor
Very High
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0.31
Unrated
unlock fund advisor
Very High
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0.30
Unrated
unlock fund advisor
Very High
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0.20
Unrated
unlock fund advisor
Very High
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0.64

Other details of Motilal Oswal Nifty India Defence Index Fund - Direct Plan

Assets

info

₹2,875 Cr

Exit Load (Days)

info

1.00 (15)

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

Investment Strategy

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty India Defence Total Return Index, subject to tracking error.

Suitability

Such thematic funds are avoidable for most investors because:

  • They have a narrow investment focus
  • Instead, diversified equity funds which invest across sectors/themes are better

If you still choose to invest:

  • Invest only through SIP
  • Have a 7+ year investment horizon
  • Be prepared to withstand interim sharp declines in investment value

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Latest news on Motilal Oswal Nifty India Defence Index Fund - Direct Plan

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FAQ for Motilal Oswal Nifty India Defence Index Fund - Direct Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Motilal Oswal Nifty India Defence Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Motilal Oswal Nifty India Defence Index Fund - Direct Plan can be bought from the Motilal Oswal Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Motilal Oswal Nifty India Defence Index Fund - Direct Plan, is ₹10.3158 as of 16-May-2025.

Over the past five years, Motilal Oswal Nifty India Defence Index Fund - Direct Plan has delivered an annualised return of --% as of 16-May-2025.

The minimum investment required to start investing in Motilal Oswal Nifty India Defence Index Fund - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.