logologo
Search or Ask Iris
Ctrl+K
arrow
ToolBar Logo










Investment Checklist



























Overview

Overview GridOverview GridOverview Star

The Motilal Oswal M50 ETF, managed by Motilal Oswal Asset Management Company Limited, aims to replicate the performance of the Nifty 50 Index with a passive investment strategy.

Overview GridOverview GridOverview Star

Utilizing a tracking approach aligned with the Nifty 50 TRI benchmark, the ETF seeks to minimize tracking error while providing returns closely corresponding to the index's performance.

Overview GridOverview GridOverview Star

Top holdings include HDFC Bank Ltd. at 12.9% and ICICI Bank Ltd. at 8.5%, indicating notable concentration in the banking sector, which comprises 30% of the portfolio's industry allocation.

Overview GridOverview GridOverview Star

Over the past year, the ETF has delivered a return of 10.3%, with a robust 3-year CAGR of 13.3% and a 5-year CAGR of 16.3%, reflecting consistent performance amidst market dynamics.

Overview GridOverview GridOverview Star

With an AUM of ₹59.34 Cr and an exceptionally low expense ratio of 0.05%, the fund maintains operational efficiency, supported by experienced management with a combined 48 years of expertise.

AMC

Motilal Oswal Asset Management Compan...

Manager

Mr. Swapnil Mayekar

Benchmark

Nifty 50 TRI

Fund Size

59

Expense Ratio (%)

0.05%

Tracking Error (%)

0.04%

PE

Beta

Low Risk

Volatility

0.12

Dividend Yield (%)

52W Low

223.95

52W High

273.94

Standard Deviation

0.776

Risk Level

Technicals

Bullish

RSI

66.01

EMA 50

266.90

EMA 200

257.36

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

1

Neutral

9

Bullish

4

Overall

BearishNeutralBullish

Bullish

Bearish

2

Neutral

9

Bullish

35

Moving Averages

BearishNeutralBullish

Bullish

Bearish

1

Neutral

0

Bullish

31

Overall

BearishNeutralBullish

Bullish

Bearish

2

Neutral

9

Bullish

35

Holdings(Top 10 Holdings)

CompanyWeightage (%)
HDFC Bank Ltd.12.90%
ICICI Bank Ltd.8.50%
Reliance Industries Ltd.8.20%
Infosys Ltd.4.60%
Bharti Airtel Ltd.4.50%
Larsen & Toubro Ltd.3.80%
ITC Ltd.3.40%
State Bank of India3.20%
Axis Bank Ltd.2.90%
Mahindra & Mahindra Ltd.2.70%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents