Latest news with #MotilalOswalInfrastructureFund
Time of India
25-04-2025
- Business
- Time of India
Sensex up 8,000 points from April's low. Should you reconsider your SIP strategy?
With the benchmark index - BSE Sensex - up 8,000 points from its April low level and reaching at the level of 79,801 on Thursday, a market expert recommends that SIPs and STPs should continue without interruption as they are good channels to negotiate market swings. #Pahelgam Terrorist Attack Pakistan suspends Simla pact: What it means & who's affected What is India's defence muscle if it ever has to attack? Can Pakistan afford a full-scale war with India? 'This is not the kind of time to rush and book profits, because it is a recovery rather than a structural rally. The tide is likely to turn again, and it may become volatile this year further too. Investors should not stop it at this time but hold the plan on which they make investments,' advised Rajesh Minocha, a Certified Financial Planner (CFP), Founder of Financial Radiance. Also Read | NFO Insight: Motilal Oswal Infrastructure Fund opens. Time to add to your MF mix? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » While recommending the SIP strategy for FY26, an expert recommended that this is a good time to begin SIPs and one should consider categories that offer diversified exposure. 'FY26 is a good time to begin SIPs. New investors can start with Multi-Asset, Flexi Cap, or Balanced Advantage Funds to get diversified exposure. Avoid starting with niche or high-risk segments like small caps initially,' recommends Sagar Shinde, VP of Research at Fisdom. Live Events RBI announced a rate cut of 25 basis points in its bi-monthly policy on April 9 and Sensex crossed the level of 80,000 on April 23. Post the rate cut and the benchmark index reaching this level, Minocha recommends that portfolio rebalancing should adhere to the original asset allocation model rather than conflicts set up immediately by high short-term market premiums. If equities have performed way ahead of other assets and your asset allocation has drifted away from what your original asset allocation was then it may require an upward shift in some gains into debt to keep a fair level of balance is what Minocha further recommended. In the current month, on April 7 the benchmark index was at the level of 73,137, the lowest in the current month so far. The BSE Sensex touched 80,000 levels on Wednesday and closed at 80,116.49 level extending its winning streak to a seventh session. Benchmark index - BSE Sensex - touched its all-time high level on September 27, 2024. It touched a level of 85,978.25. In the last five months, Sensex has gained 1.26% and 0.04% in the last six months. In the current calendar year so far, the benchmark index has gone up by 2.53% and by 4.17% and 4.69% in the last one and three months, respectively. Also Read | Nifty Bank surges 10% in 1 month to hit 52-week high level. Time to shift focus towards banking sector? With the benchmark on surge since last month, the expert advises that there is no need for particular strategies to book profits for a mutual fund investment and the long-term goals should stay in equities, while short and medium-term answers should go for debt or hybrid funds. Of utmost importance, therefore, is aligning an investment with financial goals and time horizons, Minocha adds. In April so far, small cap funds have taken the lead and have offered the highest average return of around 4.67%, followed by 4.13% by mid cap funds and 4.01% by multicap funds. Large cap funds have offered the lowest average return of 3.56% in the same period. The investors who are looking to make investments can keep on making SIPs in multi-cap and flexi-cap funds for a minimum period of five years amid the market at high levels, the expert advises. 'SIPs and STPs are ways to average the costs and withstand volatility. What seems a market high might be a bargain in a few years. Keeping on investing with a reasonable expectation of returns of not more than 12% a year from long-term holding-is the best way forward,' Minocha added. One should always invest based on their risk appetite, investment horizon, and goals. ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
&w=3840&q=100)
Business Standard
24-04-2025
- Business
- Business Standard
Motilal Oswal launches equity fund tracking India's infrastructure growth
Motilal Oswal Mutual Fund has launched a new thematic equity scheme tracking India's infrastructure sector. Motilal Oswal Infrastructure Fund opened for subscription on Wednesday and will close on May 7, 2025. It will invest in companies 'directly or indirectly involved' in infrastructure development. 'India's infrastructure growth is gaining momentum,' said Prateek Agrawal, managing director and chief executive officer of Motilal Oswal Asset Management Company (MOAMC), in a statement. 'The fund provides investors an opportunity to participate directly in this transformation across infrastructure sectors, aiming for long-term value.' The fund will invest in roads, railways, energy, and urban, social and digital infrastructure. It will benefit from global trends such as supply-chain rebalancing, and domestic policies like Make in India manufacturing programme and production linked incentive scheme. NFO period: April 23 to May 7, 2025 Benchmark: Nifty Infrastructure Total Return Index Fund Managers: Ajay Khandelwal, Atul Mehra, Shinde (equity); Rakesh Shetty (debt); Sunil Sawant (overseas) Options available: Growth and IDCW (Payout & Reinvestment) Objective: Long-term capital appreciation through equity investments in infrastructure-linked companies The infrastructure push is supported by increased government allocation, which is expected to rise by 7.4 per cent in FY26, according to MOAMC. Capital expenditure will account for 22.1 per cent of total government spending, according to the company's research. The infrastructure outlay for FY20-25 was around Rs 111 trillion, up from Rs 57 trillion in FY13–19. According to MOAMC, while the scheme offers a strong long-term opportunity, investors should also consider the risks involved in sector-specific investments. All mutual fund investments are subject to market risks, and potential investors are advised to read the scheme-related documents carefully.
&w=3840&q=100)
Business Standard
24-04-2025
- Business
- Business Standard
Motilal Oswal MF launches Infrastructure Fund: Here's all you need to know
Motilal Oswal Infrastructure Fund: Motilal Oswal Mutual Fund has launched its Motilal Oswal Infrastructure Fund, an open-ended scheme following the infrastructure theme. The scheme opened for subscription on April 23 2025 and will close on May 7, 2025. The scheme's performance is measured against the Nifty Infrastructure Total Return Index. The index is designed to reflect the market behaviour and performance of companies that represent the infrastructure sector such as power, port, air, roads, railways, shipping and other utility services providers According to the riskometer, the principal invested in the scheme will be at very high risk. The investment objective of Motilal Oswal Infrastructure Fund is 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, according to the Scheme Information Document (SID). Investors can invest a minimum amount of ₹500 and in multiples of ₹1 thereafter. The minimum additional investment amount will be ₹500 and in multiples of ₹1 thereafter. According to the SID, if the units are redeemed within three months from the day of allotment, an exit load of 1 per cent will be charged. However, no exit load will be charged if units are redeemed after three months from the date of allotment. Ajay Khandelwal, Bhalchandra Shinde, Rakesh Shetty and Sunil Sawant serve as the designated fund managers for the scheme. Prateek Agrawal, managing director and chief executive officer at Motilal Oswal Asset Management Company said, India's infrastructure growth is gaining momentum. Motilal Oswal Infrastructure Fund provides investors an opportunity to participate directly in this transformation across the infrastructure sector, aiming for long-term value. "As capital expenditure picks up across sectors like roads, railways, energy, urban, social and digital infrastructure, we believe this fund offers a compelling opportunity to participate in India's infrastructure development journey," he added. Motilal Oswal Infrastructure Fund: Who should invest? According to the SID, the scheme is suitable for investors who are seeking capital appreciation over the long term and investing predominantly in equity or equity-related schemes of companies that are engaged directly or indirectly or 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.
Economic Times
24-04-2025
- Business
- Economic Times
NFO Alert: Edelweiss Mutual Fund launches BSE Internet Economy Index Fund
The new fund offer or NFO of the scheme will open for subscription between April 25 and May 9. Edelweiss Asset Management Limited has introduced the Edelweiss BSE Internet Economy Index Fund, an open-ended index fund replicating the BSE Internet Economy Total Return Index. The NFO is open for subscription from April 25 to May 9, offering investors exposure to India's burgeoning digital economy, expected to reach USD 1 trillion by 2030. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Edelweiss Asset Management Limited has announced the launch of Edelweiss BSE Internet Economy Index Fund – an open-ended index fund replicating the BSE Internet Economy Total Return Index The new fund offer or NFO of the scheme will open for subscription between April 25 and May Read | NFO Insight: Motilal Oswal Infrastructure Fund opens. Time to add to your MF mix? The index spans 11 sub-industries, including e-retail, internet and catalogue retail, e-learning, digital entertainment, financial technologies and other digitally driven sectors, offering investors targeted exposure to India's internet-led growth is among the top two countries globally in multiple dimensions of digital adoption. The country's digital economy is set to become a USD 1 trillion opportunity by 2030, due to a solid network strengthening its digital BSE Internet Economy Index Fund is best-suited for those who want to invest in this growth story. The fund selectively invests in stocks forming part of the BSE 500 and stocks belonging to pre-defined sub-industries to be part of its portfolio, Edelweiss Asset Management said in a press index consists only of Internet Economy-linked stocks, having no allocation towards IT and software companies, making it a pure play and attractive for investors who want to invest in businesses that are aligned towards India's digital and internet Read | Nifty Bank surges 10% in 1 month to hit 52-week high level. Time to shift focus towards banking sector? "India's digital economy is growing 4x times faster than its overall GDP, and is expected to achieve rapid and transformative growth. With increasing internet penetration and tech adoption across sectors, we see a compelling opportunity for investors to participate in this digital revolution. The Edelweiss BSE Internet Economy Index Fund is a one-of-its-kind offering that allows investors an opportunity to invest in a pure-play internet and digital economy-focused portfolio,' said Radhika Gupta , MD & CEO, Edelweiss Mutual Fund The scheme's investment objective is to provide returns before expenses that closely correspond to the total returns of the BSE Internet Economy Total Return Index, subject to tracking errors. The index, which comprises the top 20 companies selected from the BSE 500 based on their six-month average market capitalisation, represents India's rapidly growing digital BSE Internet Economy Index Fund promises a prudent opportunity for investors looking to diversify their portfolio based on the growth of the Indian digital economy scheme. Investors can begin investing in this fund with a minimum investment amount of Rs 100, hereafter with additional investments in multiples of Re 1. The scheme would be managed by Bhavesh Jain and Bharat Lahoti.
Time of India
24-04-2025
- Business
- Time of India
NFO Insight: Motilal Oswal Infrastructure Fund opens. Time to add to your MF mix?
Motilal Oswal Mutual Fund 's latest new fund offer of Motilal Oswal Infrastructure Fund is open for subscription and will close on May 7. The fund is an open-ended equity scheme following infrastructure themes. The scheme will open for continuous sale and repurchase on May 19. The investment objective of the scheme is 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. Some of the Infra Sectors are as follows: Airports, Cement & Cement Products, Construction & construction related industries (incl. consumer durables related to construction industries e.g. Ceramics, Glass, Granite etc.), Electrical & Electronic Components, Engineering, Energy, Capital Goods & Products, Metals & Minerals, Ports, Power and Power equipment, Road & Railway related infrastructure companies, Telecommunication, Transportation, Housing & Commercial Infrastructure, Internet towers, Oil and Oil Related Sectors. Any other sector directly or indirectly related to infrastructure creation/development in the Indian economy. Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track default , selected Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Senior Living 1 & 2 BHK Homes from ₹ 73.99 Lakh* TVS Emerald Serene Springs Book Now Undo Also Read | Nifty Bank surges 10% in 1 month to hit 52-week high level. Time to shift focus towards banking sector? Why this fund now? According to MOAMCs internal research, Government Spending is budgeted to increase by 7.4% in FY26BE and 6.1% year-on-year (YOY) in FY25RE. While, the Capital Spending is budgeted to rise by 22.1% of total government spending in FY26BE. To facilitate this infrastructure development, the Government has increased its allocation in the infrastructure sector to Rs 111 lakh crores in FY20-25 compared to Rs 57 lakh crores in FY13-19. Live Events India's infrastructure landscape is undergoing significant changes, influenced by government reforms, steady GDP growth of over 7%, and increased capital expenditure across key sectors including Roads (~17x), Railways (~6.5x), Housing (~7x), and Defence (~3x). Experts take on new launch Experts typically ask investors to avoid investing in NFOs unless they offer something unique. The uniqueness could be that the scheme is offering an investment option that is not available in the market or offering something extra to an existing option. Otherwise, the experts believe investors are better off with an existing scheme with a long performance record. This is because you have some historical data to base your investment decision. You don't have any data when it comes to new offerings. According to an expert, investing in new fund offerings should be avoided primarily because they do not have any past performance to speak of. 'Investing in lumpsum in an equity fund can also be very risky. Investors can consider entering after a track record is built, preferably through systematic investments that apply to their risk-taking ability,' according to Rajesh Minocha, a Certified Financial Planner (CFP), Founder of Financial Radiance. Another expert shares a similar opinion. He mentions that it is not recommended to invest in NFOs as they are new to the market and have not undergone different market cycles to understand fund's agility across market cycles. Additionally, the sectoral/thematic category is not recommended as they undergo cyclical performance, so investors are required to take tactical entry & exit to ride the performance which is not suitable for regular investors, commented Chirag Muni, Executive Director, Anand Rathi Wealth Limited. The scheme is benchmarked against Nifty Infrastructure Total Return Index and is managed by Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, and Sunil Sawant. For lumpsum, the minimum application amount is Rs 500 and in multiples of Re 1 thereafter. For monthly SIP, the minimum application amount is Rs 500 and in multiples of Re 1 thereafter with minimum 12 instalments. CEO comment on the fund launch "India's infrastructure growth is gaining momentum. Motilal Oswal Infrastructure Fund provides investors an opportunity to participate directly in this transformation across the infrastructure sector, aiming for long-term value. As capital expenditure picks up across sectors like roads, railways, energy, urban, social and digital infrastructure, we believe this fund offers a compelling opportunity to participate in India's infrastructure development journey,' said Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company. Also Read | Retirement plan: Where to invest if you have a monthly pension of Rs 30,000 Around 80-100% in equity and equity related instruments of companies that are engaged in or are expected to benefit from the growth and development of the infrastructure sector in India, 0-10% in equity and equity related instruments of other companies, 0-20% in debt and money market instruments (including cash and cash equivalents), 0-10% in units of REITs and InvITS, and 0-5% in units of mutual funds. An exit load of 1% is applicable, if redeemed within 3 months from the day of allotment. The exit load will be nil, if redeemed after 3 months from the date of allotment. The portfolio will essentially follow MOAMC's QGLP philosophy – i.e. invest in Quality businesses with reasonable Growth potential and with sufficient Longevity of that growth potential at a fair Price. The scheme shall follow an active investment style and will seek to invest in companies with a strong competitive position or economic moat, good business prospects, run by a competent management that will help them achieve good growth over the medium to long term and are available at reasonable valuations. How the infra index performed? In the last three and five years, BSE India Infrastructure Index gained 24.06% and 36.40% respectively. Nifty Infrastructure Index surged by 18.65% and 26.99% in the last three and five years respectively. In the last nine months, BSE India Infrastructure Index and Nifty Infrastructure Index went down by 18.24% and 5.15% respectively. In the last six months also, the indices dropped by 9.14% and 2.77% respectively. The indices have started to show some momentum in the last three and one months. The BSE India Infrastructure Index and Nifty Infrastructure Index were in the green zone in the last one and three months. According to Minocha, BSE India Infra - TRI and Nifty Infra - TRI have seen strong 3-year and 5-year performance but turned volatile in the medium term. This is the cyclical nature of infrastructure, or for that matter, any sector fund. For most investors, it is best to go mainly with diversified funds like flexi-cap or multi-cap, where fund managers navigate sector allocation, he adds. In recent years, the infrastructure sector has been one of the top performers and has delivered strong performance among peers driven by growing earnings and government capital expenditure on the infrastructure projects is what Chirag mentioned. He further comments that however in the last six months it has delivered negative returns mainly due to broader market fall across the categories and sectors. Also Read | 44 equity mutual funds offer negative returns in one year, lose up to 15% Fund manager speak "India is on the cusp of a major infrastructure transformation — from improved roads and railways to power, ports, and digital connectivity, supporting the country's manufacturing ecosystem and global integration. This fund aims to provide retail with exposure to companies involved in infrastructure and related sectors. We aim to create a well-diversified portfolio that taps into long-term opportunities while staying mindful of risks, with the goal of delivering steady value over time," commented Bhalachandra Shinde, Associate Fund Manager, Motilal Oswal Mutual Fund. Apart from Motilal Oswal Infrastructure Fund, there are 18 other funds in the category and have a track record of three years in the market. In the last three years, HDFC Infrastructure Fund gave the highest return of 28.44%, followed by ICICI Pru Infrastructure Fund which gave 27.98% return in the same period. Quant Infrastructure Fund and Taurus Infrastructure Fund gave the lowest return of 17.01% and 16.26% respectively in the last three years. Way ahead for infrastructure sector After a mixed performance over the horizons, Minocha is of the opinion that India's infrastructure sector holds significant promise for the long term, and rising export demand and favorable policy measures have facilitated this growth. 'There is a high level of volatility in sector funds, which really can be treated as a satellite holding; timing plays an important role here. Most investors must weigh their approach cautiously and devote attention to diversified equity funds based on their asset allocation, goals, risk taking appetite and time horizon for those investments,' he added. On the other hand, the expert from Anand Rathi Wealth shares that they are expecting strong growth in the infrastructure sector in the coming years which is mainly driven by government capital expenditure on infrastructure projects and growing private capex. He further advises investors not to invest in any single sector rather invest across active diversified equity categories which gives exposure across the sectors and market caps and helps to ride all market cycles and also helps to generate additional alpha. One should always invest based on their risk appetite, investment horizon, and goals. ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
