2. Who should invest in this fund?

This fund is suitable for: Investors seeking focused exposure to the capital market theme.Those with a high-risk appetite and an interest in sectoral growth opportunities. Investors looking for long-term wealth creation through passive investing.

3. What are the risks associated with this fund?

Sector Concentration Risk: Being a sectoral fund, its performance depends heavily on the capital market theme. Market Volatility: Returns may be affected by stock market movements and economic conditions. Limited Diversification: Focused on a single sector, which may increase risk compared to broader index funds.

4. . What is the investment horizon for this fund?

A minimum investment horizon of 5-7 years is recommended to potentially benefit from sectoral growth and ride out short-term volatility.

Mutual Funds Investment- Buy and Invest in Mutual Fund Online

Indian Capital Market – A Tremendous Growth Story

The Indian Capital Market has experienced remarkable growth, emerging as a key driver of the nation’s economic development, largely attributed to increasing participation from domestic and global investors.

A rapidly growing economy, continuous advancements in technology, robust regulatory frameworks, and rising financial literacy indicate immense potential for the market’s future prospects.

Nifty Capital Market Index Performance

Source/Disclaimer: Nifty indices: Performance as of close of 31-Oct-19 to 31-Oct-24. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in future and is not a guarantee of any future return. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. TRI= Total Return Index, CAGR= Compounded annual growth rate

Composition of Nifty India Capital Market Index

Source/Disclaimer: Nifty Indices. Data as on 31-Oct-2024. Categorisation as per AMFI data on average market capitalisation of listed companies . The stocks/sectors mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of an investment strategy. The stock may or may not be part of our portfolio/strategy/ schemes. It should not be construed as investment advice to any party. Past performance may or may not be sustained in future and is not a guarantee of any future returns.

Probable runway for Capital Market's growth

Change in Household Savings

Digitization leading the growth

Rise in Investor Participation

Growth potential from underpenetration

Strong Growth Potential

Source/Disclaimer: Jefferies Report 2023. The above graph is used to explain the concept and is for illustration purposes only and should not used for the development or implementation of an investment strategy. Past performance may not be sustained in the future and is not a guarantee of future return

Fund Name

Motilal Oswal Nifty Capital Market Index Fund

Plans

Regular Plan and Direct Plan

Options

Growth

Benchmark

Nifty Capital Markets Index TRI

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- and in multiples of ₹1/- thereafter or account balance, whichever is lower.

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Capital Market Total Return Index, subject to tracking error.

However, there is no assurance or guarantee that the investment objectives of the scheme will be achieved.

Type

An open-ended fund replicating/tracking the Nifty Capital Market Total Return Indexnded dynamic equity scheme investing across large cap, mid cap, small cap stocks

Entry load

NIL

Exit load

Exit Load:

1%- If redeemed on or before 15 days from the date of allotment.

NIL- If redeemed after 15 days from the date of allotment.

Fund Managers

Swapnil Mayekar

Fund Manager

See other funds managed by him

Rakesh Shetty

Fund Manager/Dealer

See other funds managed by him

FAQs

What are the Key Dates and information about Motilal Oswal Nifty Capital Market Index Fund?

Key Dates:

Opening Date: 26th November 2024
Closing Date: 10th December 2024
Allotment Date: 16th December 2024
Reopening Date: 20th December 2024

Important Information:

Units Allotment: Units for investments received during the NFO period will be allotted at an NAV of Rs. 10.
First NAV Declaration: The first NAV will be declared on the reopening date, 20th December 2024, at 11:00 PM.
Stamp Duty Deduction: A stamp duty of 0.005% will be deducted from the investment amount. For example, if you invest Rs.1000, units will be allotted for Rs.999.95 after deducting the stamp duty, resulting in 99.995 units.
Units Reflection in Portfolio: The allotted units will reflect in your portfolio starting from 17th December, 2024.
Ongoing Purchases: You can make ongoing purchases in the scheme from the reopening date, 20th December 2024.
SIP Instalments: For SIPs registered during the NFO period, the first instalment dates are:
Physical SIP: 09th January 2025
Online SIP: 1st January 2025
Expense Ratio: The expense ratio of the scheme will be available on our website starting from 20th December 2024

What is the Motilal Oswal Nifty Capital Market Index Fund?

The Motilal Oswal Nifty Capital Market Index Fund is a passive fund that aims to replicate the performance of the Nifty Capital Market Index. It provides exposure to companies operating in the capital markets theme, such as Asset management companies, exchanges, Stock brokers, clearing houses etc.

Who should invest in this fund?

This fund is suitable for:

Investors seeking focused exposure to the capital market theme.
Those with a high-risk appetite and an interest in sectoral growth opportunities.
Investors looking for long-term wealth creation through passive investing.

Nifty Capital Market Index Fund