- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (Growth)
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (Growth)
₹ 13.8216
NAV (Apr 19)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.8216
NAV (Apr 19)
Fund Returns
Last 1Y | 42.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.5% |
6 Month CAGR | 11.6% |
Scheme Information
The investment objective of the scheme is to provide returns that,before expenses,correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Total Return Index,subject to tracking error. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0.31 |
Launched (2y ago) | Jul 29, 2022 |
AUM in Crores | 11.493 |
ISIN | INF247L01BC9 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Financials ex Bank 30 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (Growth) | 23,47,288 | 16,14,676 | 42.6% | |
| 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
bajaj finance ltd
13.9%bajaj finserv ltd
8.8%hdfc life insurance company limited
6.8%sbi life insurance company limited
6.7%shriram finance ltd
6.5%Allocation by Sector
financial services
98.5%technology
1.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
36.7% | 22.9% | ||
25.9% | 23.7% | ||
4.3% | 4.1% | ||
11.2% | 22.7% | ||
4.3% | 3.3% |
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) Review
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) is a Index Funds Equity fund and has delivered an annualised return of 20.5% over a period of 1 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Rakesh Shetty, Swapnil Mayekar.
Nav of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) as of 4/19/2024 is ₹13.82 with the total AUM as of 4/20/2024 is ₹11.493. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) was launched on Jul 29, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (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 S&P BSE Financials ex Bank 30 Index Fund Direct (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 S&P BSE Financials ex Bank 30 TR INR.
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) is rated as a 0 fund in Equity and delivered 42.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G).
Frequently Asked Questions
What is Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G)?
How to invest in Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G)?
You can invest in Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (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 S&P BSE Financials ex Bank 30 Index Fund Direct (G)?
The minimum sip amount for Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) good to invest in?
As per Scripbox experts, Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) is a Not Reviewed Yet fund. You can investMotilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (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 S&P BSE Financials ex Bank 30 Index Fund Direct (G)?
The expense ratio of the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) is 0.31% for regular plan.