- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal S&P BSE Quality Index Fund Direct (Growth)
Motilal Oswal S&P BSE Quality Index Fund Direct (Growth)
₹ 15.5616
NAV (Apr 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.5616
NAV (Apr 25)
Fund Returns
Last 1Y | 49.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 30.2% |
6 Month CAGR | 33.4% |
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 Quality 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 | 0.37 |
Launched (2y ago) | Aug 22, 2022 |
AUM in Crores | 13.619 |
ISIN | INF247L01BI6 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Quality 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 Quality Index Fund Direct (Growth) | 29,04,865 | 21,72,253 | 49.4% | |
| 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 auto ltd
6.4%nestle india ltd
6.2%britannia industries ltd
6.1%bharat electronics ltd
5.8%tata consultancy services ltd
5.8%Allocation by Sector
consumer defensive
19.3%industrials
18%technology
14%energy
12.6%healthcare
9.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
37.9% | 23% | ||
27.9% | 24.6% | ||
4.3% | 4.1% | ||
11.1% | 22.3% | ||
4.3% | 3.3% |
Motilal Oswal S&P BSE Quality Index Fund Direct (G) Review
Motilal Oswal S&P BSE Quality Index Fund Direct (G) is a Index Funds Equity fund and has delivered an annualised return of 30.2% 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 Quality Index Fund Direct (G) as of 4/25/2024 is ₹15.56 with the total AUM as of 4/26/2024 is ₹13.619. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal S&P BSE Quality Index Fund Direct (G) was launched on Aug 22, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal S&P BSE Quality 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 Quality 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 Quality TR INR.
Motilal Oswal S&P BSE Quality Index Fund Direct (G) is rated as a 0 fund in Equity and delivered 49.4% 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 Quality Index Fund Direct (G).
Frequently Asked Questions
What is Motilal Oswal S&P BSE Quality Index Fund Direct (G)?
How to invest in Motilal Oswal S&P BSE Quality Index Fund Direct (G)?
You can invest in Motilal Oswal S&P BSE Quality 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 Quality Index Fund Direct (G)?
The minimum sip amount for Motilal Oswal S&P BSE Quality Index Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal S&P BSE Quality Index Fund Direct (G) good to invest in?
As per Scripbox experts, Motilal Oswal S&P BSE Quality Index Fund Direct (G) is a Not Reviewed Yet fund. You can investMotilal Oswal S&P BSE Quality 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 Quality Index Fund Direct (G)?
The expense ratio of the Motilal Oswal S&P BSE Quality Index Fund Direct (G) is 0.37% for regular plan.