• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (Growth)

EquityIndex Funds

13.7601

NAV (Feb 27)

22.9%
Till Date CAGR
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

13.7601

NAV (Feb 27)

Fund Returns

Last 1Y
47%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
22.9%
6 Month CAGR
19%

Scheme Information

Investment Objective

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
11.218
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

Swapnil Mayekar

Fund Manager

Rakesh Shetty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (Growth)70%26,92,379 19,59,76747%
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 2024-02-27

Top Stock Holdings

bajaj finance ltd

13.2%
13.2%

bajaj finserv ltd

8.8%
8.8%

shriram finance ltd

6.8%
6.8%

power finance corp ltd

6.4%
6.4%

sbi life insurance company limited

6.3%
6.3%
See all holdings

Allocation by Sector

financial services

97.9%
97.9%

technology

2%
2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 42,181 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
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

33.7%

22.7%

14.9%

23.5%

31.8%

20.6%

31.8%

20.6%

23.1%

16.7%

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 22.9% 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 2/27/2024 is ₹13.76 with the total AUM as of 2/27/2024 is ₹11.218. 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 47% 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)?

Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.