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Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth is an index scheme managed by Motilal Oswal Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 1.09% on assets of ₹4,690Cr. The fund is currently managed by Mr. Rakesh Shetty, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 98% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Hindustan Aeronautics Ltd | Industrials | 20.00% |
| BHARAT ELECTRONICS LIMITED | Industrials | 17.53% |
| BHARAT FORGE LIMITED | Consumer Cyclical | 14.75% |
| SOLAR INDUSTRIES INDIA LIMITED | Basic Materials | 11.06% |
| Mazagon Dock Shipbuilders Limited | Industrials | 6.11% |
| Cochin Shipyard Limited | Industrials | 4.32% |
| MTAR TECHNOLOGIES LIMITED | Industrials | 4.07% |
| Bharat Dynamics Limited | Industrials | 3.70% |
| DATA PATTERNS (INDIA) LIMITED | Industrials | 3.55% |
| ASTRA MICROWAVE PRODUCTS LIMITED | Technology | 2.80% |
| GARDEN REACH SHIPBUILDERS & ENGINEERS LIMITED | Industrials | 2.53% |
| ZEN TECHNOLOGIES LIMITED | Industrials | 2.27% |
| DYNAMATIC TECHNOLOGIES LIMITED | Industrials | 1.33% |
| APOLLO MICRO SYSTEMS LIMITED | Industrials | 1.16% |
| AXISCADES TECHNOLOGIES LIMITED | Industrials | 1.06% |
| MISHRA DHATU NIGAM LIMITED | Basic Materials | 0.56% |
| AEQUS PRIVATE LIMITED | Industrials | 0.45% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 73.24% |
| Automobile and Auto Components | — | 14.75% |
| Chemicals | — | 11.06% |
| Information Technology | — | 1.06% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 87.9% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.