Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Motilal Oswal Nifty Energy ETF is an ETF fund and Motilal Oswal Nifty Oil & Gas ETF is a mutual fund. Motilal Oswal Nifty Energy ETF charges 0.78% a year and Motilal Oswal Nifty Oil & Gas ETF 5.14%. Their portfolios overlap 39.8%: they hold 13 of the same securities.
Which is better, Motilal Oswal Nifty Energy ETF or Motilal Oswal Nifty Oil & Gas ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal Nifty Energy ETF costs less: 0.78% a year against 5.14%.
- Motilal Oswal Nifty Oil & Gas ETF fell less in its worst fall since 06-08-2026: −8.8% against −10.8%.
- Motilal Oswal Nifty Energy ETF is the larger fund: ₹60 Cr against ₹1 Cr.
- Their portfolios overlap 39.8%: 13 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Motilal Oswal Nifty Energy ETF | Motilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Motilal Oswal Mutual Fund |
| Category | ETF | Not available |
| AUM | ₹60 Cr (30-09-2026) | ₹1 Cr (30-09-2026) |
| NAV | ₹35.16 | ₹10.32 |
| Expense ratio (Direct) | Not available | Not available |
| Expense ratio (Regular) | Not available | Not available |
| Riskometer | Very High | Not available |
| Benchmark | Nifty Energy TRI | Not available |
| Launch date | 13-10-2025 | Not available |
| Minimum investment | Ongoing Basis: On Exchange: Investors can buy/sell units of the Scheme in round lots of 1 unit and in multiples thereof. Directly with the Mutual Fund: For Eligible investors: Transactions must be in multiple of unit creation size and the execution value | Not available |
| Lock in | None | Not available |
| Fund managers | Swapnil Mayekar, Dishant Mehta, Rakesh Shetty | Not available |
| Exit load | Nil | Not available |
Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Energy ETF | −4.61% | −8.44% | −14.00% | −3.37% | -- | -- | -- |
| Motilal Oswal Nifty Oil & Gas ETF | −2.92% | -- | -- | -- | -- | -- | -- |
Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF: Year-wise Returns
| Year | EnergyMotilal Oswal Nifty Energy ETF | Oil & GasMotilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| 2026to date | −0.52% | -- |
Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF: Rolling Returns
Every holding period of both funds, against Nifty Energy TRI, the benchmark of Motilal Oswal Nifty Energy ETF
Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal Nifty Energy ETF | Motilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| Return (CAGR) | −0.84% | −32.43% |
| Standard deviation | 16.14% | 11.94% |
| Sharpe ratio | -0.38 | -3.15 |
| Sortino ratio | -0.52 | -3.65 |
| Maximum drawdown | −16.6% (23-10-2026) | −8.8% (12-10-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.56% | −0.33% |
From daily NAVs, 16-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Motilal Oswal Nifty Energy ETF
Motilal Oswal Nifty Oil & Gas ETF
Nifty Energy TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Energy ETF | −10.8% | 12-08-2026 | 23-10-2026 | Not yet | -- | −9.7% |
| Motilal Oswal Nifty Oil & Gas ETF | −8.8% | 07-08-2026 | 12-10-2026 | Not yet | -- | −8.8% |
| Nifty Energy TRI | −10.7% | 12-08-2026 | 23-10-2026 | Not yet | -- | −9.6% |
From daily values since 06-08-2026, the first day every fund has.
Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Nifty Energy ETF, September 2026; Motilal Oswal Nifty Oil & Gas ETF, September 2026
Holdings in common
- Overlap
- 39.8%
- Held by both
- 13
- Only in Motilal Oswal Nifty Energy ETF
- 27
- Only in Motilal Oswal Nifty Oil & Gas ETF
- 2
| Security | % of Motilal Oswal Nifty Energy ETF | % of Motilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| Reliance Industries Limited | 9.89% | 32.58% |
| Oil & Natural Gas Corporation Limited | 9.26% | 14.88% |
| GAIL (India) Limited | 4.86% | 7.81% |
| Oil India Limited | 2.58% | 4.15% |
| Petronet LNG Limited | 2.25% | 3.62% |
| Bharat Petroleum Corporation Limited | 2.23% | 10.33% |
| Indian Oil Corporation Limited | 1.84% | 8.56% |
| Aegis Logistics Limited | 1.83% | 2.94% |
| Adani Total Gas Limited | 1.74% | 2.79% |
| Hindustan Petroleum Corporation Limited | 1.23% | 5.71% |
| Indraprastha Gas Limited | 1.08% | 1.73% |
| Mahanagar Gas Limited | 0.64% | 1.02% |
| Castrol India Limited | 0.35% | 1.62% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 39.8% means 39.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Motilal Oswal Nifty Energy ETF
| Security | % of fund |
|---|---|
| Coal India Limited | 10.18% |
| NTPC Limited | 6.09% |
| Power Grid Corporation of India Limited | 4.69% |
| Bharat Heavy Electricals Limited | 3.84% |
| CG Power and Industrial Solutions Limited | 3.72% |
Largest holdings only in Motilal Oswal Nifty Oil & Gas ETF
| Security | % of fund |
|---|---|
| Chennai Petroleum Corporation Limited | 1.17% |
| Aegis Vopak Terminals Limited | 0.73% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Nifty Energy ETF | Motilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| Equity | 100.0% | 99.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.0% | 0.4% |
Market cap of stocks
| Market cap | Motilal Oswal Nifty Energy ETF | Motilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| Large Cap | 72.6% | 74.2% |
| Mid Cap | 20.7% | 16.3% |
| Small Cap | 5.5% | 9.2% |
| Not on AMFI's list | 1.1% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Motilal Oswal Nifty Energy ETF | Motilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| Petroleum Products | 15.5% | 60.0% |
| Power | 25.1% | 0.0% |
| Electrical Equipment | 24.9% | 0.0% |
| Gas | 12.4% | 19.9% |
| Oil | 11.8% | 19.8% |
| Consumable Fuels | 10.2% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Nifty Energy ETF | Motilal Oswal Nifty Oil & Gas ETF |
|---|---|---|
| Base expense ratio (Direct) | 0.00% | 0.00% |
| Base expense ratio (Regular) | 0.45% | 0.35% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Motilal Oswal Nifty Energy ETF vs Motilal Oswal Nifty Oil & Gas ETF: Frequently Asked Questions
What is the difference between Motilal Oswal Nifty Energy ETF and Motilal Oswal Nifty Oil & Gas ETF?
Motilal Oswal Nifty Energy ETF is an ETF fund, Motilal Oswal Nifty Oil & Gas ETF is a mutual fund, run by Motilal Oswal Mutual Fund. Their portfolios overlap 39.8%. Motilal Oswal Nifty Energy ETF charges 0.78% a year and Motilal Oswal Nifty Oil & Gas ETF 5.14%.
Which has the lower expense ratio, Motilal Oswal Nifty Energy ETF or Motilal Oswal Nifty Oil & Gas ETF?
Motilal Oswal Nifty Energy ETF charges less: 0.78% a year against 5.14%. These are the total expense ratios reported to AMFI.
How much do Motilal Oswal Nifty Energy ETF and Motilal Oswal Nifty Oil & Gas ETF overlap?
39.8%. They hold 13 of the same securities, the largest shared ones being RELIANCE, ONGC, GAIL. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal Nifty Energy ETF and Motilal Oswal Nifty Oil & Gas ETF?
Yes. 39.8% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.