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

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

EquityIndex Funds

8.9567

NAV (Mar 20)

-10.4%
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

8.9567

NAV (Mar 20)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-10.4%

6 Month CAGR

-14.8%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns that,correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Index,subject to tracking error. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Expense Ratio

1.01

Launched (1y ago)

Jul 29, 2022

AUM in Crores

4.173

ISIN

INF247L01BD7

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 (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-03-20

Top Stock Holdings

housing development finance corp ltd

16.1%
16.1%

bajaj finance ltd

15.1%
15.1%

bajaj finserv ltd

11.3%
11.3%

sbi life insurance company limited

6.9%
6.9%

hdfc life insurance company limited

6.3%
6.3%
See all holdings

Allocation by Sector

financial services

100.9%
100.9%
See all sectors

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

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 15,261 cr

₹ 10,129 cr

₹ 4,641 cr

₹ 15,261 cr

₹ 10,129 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,317 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.8%

    19%

    32.3%

    19.2%

    23.1%

    12.6%

    16%

    9.2%

    22.5%

    12.1%

    Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) Review

    Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of -10.4% over a period of 0 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 (G) as of 3/20/2023 is ₹8.96 with the total AUM as of 3/21/2023 is ₹4.173. 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 (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 (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 (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 (G) is rated as a 0 fund in Equity and delivered null% 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 (G).

    Frequently Asked Questions

    What is Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G)?

    Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (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 (G)?

    You can invest in Motilal Oswal S&P BSE Financials ex Bank 30 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 S&P BSE Financials ex Bank 30 Index Fund (G)?

    The minimum sip amount for Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal S&P BSE Financials ex Bank 30 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 S&P BSE Financials ex Bank 30 Index Fund (G)?

    The expense ratio of the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) is 1.01% for regular plan.