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Motilal Oswal Infrastructure Fund-Direct-Growth is an equity scheme managed by Motilal Oswal Mutual Fund. The total expense ratio is 1.02% on assets of ₹131Cr. The fund is currently managed by Mr. Atul Mehra, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
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.
What an investor SIPping into this fund actually got during named market shocks.
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 |
|---|
| RELIANCE INDUSTRIES LIMITED | Energy | 10.72% |
| LARSEN AND TOUBRO LIMITED | Industrials | 10.60% |
| BHARTI AIRTEL LIMITED | Communication Services | 7.87% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 4.75% |
| ASHOK LEYLAND LIMITED | Industrials | 4.30% |
| KSB Limited | Industrials | 4.27% |
| WAAREE ENERGIES LIMITED | Technology | 4.12% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 4.11% |
| NTPC LIMITED | Utilities | 4.09% |
| ABB INDIA LIMITED | Industrials | 3.63% |
| TD POWER SYSTEMS LIMITED | Industrials | 3.61% |
| HITACHI ENERGY INDIA LIMITED | Industrials | 3.07% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 2.74% |
| BHARAT HEAVY ELECTRICALS LIMITED | Industrials | 2.69% |
| GABRIEL INDIA LIMITED | Consumer Cyclical | 2.54% |
| COAL INDIA LTD | Energy | 2.54% |
| UNO MINDA LIMITED | Consumer Cyclical | 2.42% |
| SUZLON ENERGY LIMITED | Industrials | 2.27% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 1.69% |
| FRACTAL ANALYTICS PRIVATE LIMITED | Technology | 1.59% |
| SHADOWFAX TECHNOLOGIES PRIVATE LIMITED | Industrials | 0.77% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 32.08% |
| Oil, Gas & Consumable Fuels | — | 14.95% |
| Construction | — | 10.60% |
| Automobile and Auto Components | — | 9.71% |
| Power | — | 8.20% |
| Telecommunication | — | 7.87% |
| Metals & Mining | — | 4.11% |
| Financial Services | — | 4.10% |
| Healthcare | 1 | 2.74% |
| Information Technology | — | 1.59% |
Active bets vs the average Equity 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.
Top-10 weight 58.5% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
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.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
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 = 5 data points.