Investment Objective and Approach

The primary investment objective of the scheme is to generate long term growth of capital by predominantly investing in digital and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce sectors. This fund focuses on capturing India's digital transformation by investing in companies that are driving technological innovation and digital adoption across various industries.

The fund follows a comprehensive investment strategy that targets:

- Technology and software companies

- Digital infrastructure providers

- E-commerce and fintech companies

- Telecom and media enterprises

- Hardware and component manufacturers

The investment approach emphasizes identifying companies that benefit from India's growing digital economy, increasing internet penetration, and the government's digital initiatives. The fund managers conduct thorough research to select companies with strong fundamentals and significant growth potential in the digital space.

Fund Managers

The fund managers are Niket Shah, along with Varun Sharma, Rakesh Shetty and Atul Mehra. The fund management team brings extensive experience in equity research and portfolio management.

Niket Shah has substantial experience in mid-cap research and equity analysis. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Varun Sharma is a seasoned professional with strong educational credentials. Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta. Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Motilal Oswal Group carries a legacy of over three decades in equities and is widely respected for its deep-rooted expertise in the Indian capital markets. Motilal Oswal Asset Management Company (MOAMC), chaired by Mr. Raamdeo Agrawal — one of the most revered names in the investing world — has been a pioneer in the Portfolio Management Services (PMS) space with a performance track record spanning over 20 years & is also a recognized leader in Long Only Category III Alternative Investment Funds (AIFs).

The AMC follows the renowned QGLP philosophy - Central to this approach is the proprietary QGLP framework — standing for Quality, Growth, Longevity, and Price. Agrawal has created the "QGLP" (Quality Growth Longevity & favorable Price) Investment Process and its 'Buy Right, Sit Tight' investing philosophy. Our core investment philosophy of QGLP, reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot.

The company has established itself as an equity-focused AMC with a unique Hi-Quality Hi-Growth investment process. Motilal Oswal Mutual Fund is a premier AMC with active operations in over 600 locations across the country. With over 9 Lakh registered clients and over 2400 office premises, Motilal Oswal has a diversified portfolio of financial services under its belt.

Key achievements include:

- Skin the Game - Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding 8,200+ crores across our funds as of August 2024

- MOAMC became the first AMC to ring the NASDAQ Stock Market opening bell in 2011

- Multiple awards for PMS performance and risk-adjusted returns

Should I Invest in Motilal Oswal Digital India Fund?

This fund is suitable for investors who:

Positive Aspects:

- Believe in India's digital transformation story and want focused exposure to technology companies

- Have a high risk appetite given the sectoral nature of the fund

- Seek long-term capital appreciation from digital and technology-oriented businesses

- Want to benefit from the growth of e-commerce, fintech, and digital infrastructure in India

Key Considerations:

- The Motilal Oswal Digital India Fund Direct Growth is rated Very High risk, making it suitable only for aggressive investors

- Being a sectoral fund, it carries concentrated risk in technology and digital sectors

- The fund was recently launched The first NAV will be declared on the reopening date, 08th November 2024, so it has limited performance history

- Technology sector investments can be volatile and subject to regulatory changes

Investment Metrics (as of available dates):

- It has an AUM of ₹819.26 Crores and the latest NAV declared is ₹10.019 as on 06 Aug 2025

- The min. SIP amount to invest in this scheme is ₹101

- The fund has an expense ratio 0.8 for direct plan

Investors should align their investment decisions with their risk profile, investment horizon, and conviction in India's digital growth story.

FAQs

What is today's NAV of Motilal Oswal Digital India Fund?

The latest NAV varies by date and plan. For the most current NAV, please check with Allvest or visit the official fund website.

What is the AUM of Motilal Oswal Digital India Fund?

The AUM (i.e. assets under management) of Motilal Oswal Digital India Fund is ₹715.80 Cr as of 12th May 2025.

What is the expense ratio of Motilal Oswal Digital India Fund?

The expense ratio of Motilal Oswal Digital India Fund Plan is 0.83 as of 12th May 2025 for direct plans, while regular plans have higher expense ratios.

What are the returns of Motilal Oswal Digital India Fund since inception?

Motilal Oswal Digital India Fund Direct Growth has given a CAGR return of 1.32% since inception. Being a newly launched fund, longer-term performance data is not yet available.

What is the minimum SIP amount to invest in Motilal Oswal Digital India Fund?

It allows minimum SIP of Rs 500 and lumpsum of Rs 500 to start the investment.

How do I invest in Motilal Oswal Digital India Fund?

You can invest through Allvest's platform by completing your KYC, selecting the fund, choosing SIP or lumpsum option, and making the payment.

How to start a SIP in Motilal Oswal Digital India Fund?

Start a SIP through Allvest by logging into the platform, searching for the fund, selecting SIP option, choosing amount and frequency, and setting up auto-debit.

How do I automate an SIP in Motilal Oswal Digital India Fund?

Set up bank mandate or UPI auto-pay through Allvest platform to automatically deduct the SIP amount on your chosen dates.

How can I withdraw/redeem my investment in Motilal Oswal Digital India Fund?

You can redeem your investment through Allvest platform by placing a redemption request. The exit load is 1% if redeemed in 0-3 Months.