FundLens
51
InfrastructureHold

Motilal Oswal Infrastructure

Motilal Oswal · Direct–Growth · rank #10 of 20 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
5.9%
+8.0% vs index
3 Years
5 Years
Since launch
15.6%

Year-by-year performance

last entry = YTD
2026
+6.1%

Why this score

Motilal Oswal Infrastructure scores 51/100 — #10 of 20 Infrastructure fund (Hold). It stands out for alpha and volatility — beating 97% of peers on alpha. The main drag is its fund size (better than only 8% of peers).

Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.

Alpha13.47 · 97th percentile in category
Volatility15.08 · 87th percentile in category
Fund size149.69 Cr · 8th percentile in category
Expense ratio1.65% · 18th percentile in category
Sharpe ratio0.60 · 26th percentile in category
Sortino ratio0.85 · 70th percentile in category

Top holdings

top 5 = 28.2% of portfolio
1.Bharti Airtel Ltd6.04%
2.ABB India Ltd6.02%
3.Samvardhana Motherson International Ltd5.85%
4.Solar Industries India Ltd5.37%
5.Apollo Hospitals Enterprise Ltd4.91%

26 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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