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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Nifty Bank Index Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Nifty Bank Index Fund (Growth)

EquitySectoral / Thematic - Bfsi

18.4079

NAV (Jun 20)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.4079

NAV (Jun 20)

Fund Returns

Last 1Y
18%
Last 3Y
14.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
13.6%
6 Month CAGR
9.1%

Scheme Information

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Bank Index subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
0.99
Launched (5y ago)
Sep 06, 2019
AUM in Crores
566.291
ISIN
INF247L01882
Lock-in
No Lock-in
Benchmark
Nifty Bank TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.6
Standard Deviation (5yr)
0
Beta (3yr)
1
Beta (5yr)
0
Sharpe Ratio (3yr)
0.402
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Swapnil Mayekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Nifty Bank Index Fund (Growth)70%10,34,259 3,01,64713.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-20

Top Stock Holdings

hdfc bank ltd

29.2%
29.2%

icici bank ltd

23.2%
23.2%

axis bank ltd

9.7%
9.7%

state bank of india

9.6%
9.6%

kotak mahindra bank ltd

8.2%
8.2%
See all holdings

Allocation by Sector

financial services

99.4%
99.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 49,892 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

38.6%

24.1%

26.6%

25.9%

4.5%

4.2%

15.2%

24.6%

4.5%

3.4%

Motilal Oswal Nifty Bank Index Fund (G) Review

Motilal Oswal Nifty Bank Index Fund (G) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 13.4% over a period of 4 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Swapnil Mayekar.

Nav of Motilal Oswal Nifty Bank Index Fund (G) as of 6/20/2024 is ₹18.41 with the total AUM as of 6/21/2024 is ₹566.291. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty Bank Index Fund (G) was launched on Sep 06, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Nifty Bank Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Nifty Bank Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Bank TR INR.

Motilal Oswal Nifty Bank Index Fund (G) is rated as a 0 fund in Equity and delivered 17.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty Bank Index Fund (G).

Frequently Asked Questions

What is Motilal Oswal Nifty Bank Index Fund (G)?

Motilal Oswal Nifty Bank Index Fund (G) is a Sectoral / Thematic - Bfsi Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Nifty Bank Index Fund (G)?

You can invest in Motilal Oswal Nifty Bank Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Nifty Bank Index Fund (G)?

The minimum sip amount for Motilal Oswal Nifty Bank Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal Nifty Bank Index Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Nifty Bank Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Nifty Bank Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal Nifty Bank Index Fund (G)?

The expense ratio of the Motilal Oswal Nifty Bank Index Fund (G) is 0.99% for regular plan.