Motilal Oswal M50 ETF

The Motilal Oswal M50 ETF, managed by Motilal Oswal Asset Management Company, is an open-ended passive scheme aiming to replicate the Nifty 50 Index performance, accounting for tracking error.

This ETF employs a strategy of closely tracking the Nifty 50 TRI, with a minimal tracking error of 0.08%, ensuring investors gain exposure to India's top companies efficiently.

Portfolio concentration is notable with significant holdings in financial services, led by HDFC Bank at 13.1% and ICICI Bank at 9%, reflecting a strong industry bias towards banking.

In terms of performance, the fund has shown a 3-year CAGR of 14.6% and a 5-year CAGR of 18.3%, despite a decline of 4.9% over the last year, indicating variable market conditions.

The fund, with an AUM of ₹58.89 Cr and an expense ratio of just 0.06%, is managed by experienced professionals, enhancing its operational efficiency and cost-effectiveness for investors.