- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal BSE Quality Index Fund Direct Growth
Motilal Oswal BSE Quality Index Fund Direct Plan Growth
₹ 15.01
NAV (Apr 11)
View Less
Motilal Oswal BSE Quality Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,79,298
Wealth Gained11,11,910
Total Corpus Created (₹)
With CAGR of 16.649 % in 5 yearsHistorical NAV
₹ 15.0125
NAV (Apr 11)
Fund Returns
Last 1Y | -4.1% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 16.6% |
6 Month CAGR | -19.2% |
Scheme Information
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Expense Ratio | 0.38 % |
Launched 2Y ago | 2022-08-22 |
AUM in Crores | 43.1 |
ISIN | INF247L01BI6 |
Lock-in (days) | No Lock-in |
Benchmark | BSE Quality Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal BSE Quality Index Fund Direct (G) | 6,65,752 | -66,860 | -4.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Bharat Electronics Ltd.
7.39%Adani Power Ltd.
6.29%Britannia Industries Ltd.
5.83%Infosys Ltd.
5.69%Coal India Ltd.
5.57%
Allocation by Sector
Consumer Staples
28.88%Technology
23.12%Materials
10.13%Energy
10.01%Automobile
8.34%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 23,379 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.2% | 23% | ||
21.7% | 22.3% | ||
20.3% | 17% | ||
18.7% | 17.8% | ||
17.1% | 24.1% |
Motilal Oswal BSE Quality Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,79,298
Wealth Gained11,11,910
Total Corpus Created (₹)
With CAGR of 16.649 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal BSE Quality Index Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal BSE Quality Index Fund Direct Growth?
What is the latest NAV of Motilal Oswal BSE Quality Index Fund Direct Growth?
What is the Riskometer rating for Motilal Oswal BSE Quality Index Fund Direct Plan Growth?
Which are the top sector holdings in Motilal Oswal BSE Quality Index Fund Direct Plan?
Which are the top stock holdings in Motilal Oswal BSE Quality Index Fund Direct Plan?
What is the asset allocation of Motilal Oswal BSE Quality Index Fund Direct Plan Growth?
What has been the performance of Motilal Oswal BSE Quality Index Fund Direct Growth returns?
Does Motilal Oswal BSE Quality Index Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Motilal Oswal BSE Quality Index Fund Direct Plan Growth?
How to invest in Motilal Oswal BSE Quality Index Fund Direct Growth?
How can I redeem my investment in Motilal Oswal BSE Quality Index Fund Direct Plan?