Motilal Oswal Digital India Fund - Regular Plan- Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Strong capital defense: downside capture of 61% limits losses during market corrections.
- Generated +3.2% annualized alpha (excess return) over its benchmark.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +0.20% | +6.32% | -6.12% |
| 3 Months | +4.90% | -0.20% | +5.10% |
| 6 Months | +18.12% | +5.98% | +12.14% |
| 1 Year | +2.64% | +3.90% | -1.26% |
| Since Inception | +3.00% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.27% | +4.03% | -1.76% |
| 2025 | -2.35% | +1.43% | -3.78% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -18.07% | -2.80% | -2.18% | +10.24% | 35.3% | 17.7% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-12-17 | 2026-03-31 | -31.6% | 15 months | 5 months |
| 2026-09-23 | 2026-10-30 | -10.9% | 1 months | Not yet recovered |
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,015 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| ITI Bharat Consumption Fund | 4.6 | - | 2.56% | 109.3% | Rs 370 cr | Compare → |
| quant Consumption Fund | 3.9 | - | 3.09% | 80.6% | Rs 181 cr | Compare → |
| DSP Business Cycle Fund | 5.6 | - | 2.51% | 87.0% | Rs 1,698 cr | Compare → |
| Edelweiss Business Cycle Fund | 4.2 | - | 2.67% | 91.9% | Rs 1,388 cr | Compare → |
| Edelweiss Technology Fund | 5.5 | - | 2.42% | 11.6% | Rs 819 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Digital India Fund
What is the expense ratio of Motilal Oswal Digital India Fund?
The expense ratio for Motilal Oswal Digital India Fund is currently not reported.
Who manages Motilal Oswal Digital India Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Digital India Fund?
Motilal Oswal Digital India Fund has a 1-year return of +2.64%.
How large is Motilal Oswal Digital India Fund?
Motilal Oswal Digital India Fund manages assets of Rs 1,015 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Motilal Oswal Digital India Fund scored on MFIQ?
Motilal Oswal Digital India Fund holds an MFIQ Score of 4.5/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Digital India Fund?
Motilal Oswal Digital India Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 22.94% with a maximum historical drawdown of -31.61%.