Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 29-07-2022
Asset Class:
Benchmark: BSE Financials ex Bank 30 TRI
TER: 1.04% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 21.37 Cr As on 29-08-2025(Source:AMFI)
Turn over: - | Exit Load: Yes

17.2191

18.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Financial Services Ex-Bank TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnMotilal Oswal BSE Financials ex Bank 30 IndexFund Regular GrowthMotilal Oswal BSE Financials ex Bank 30 Index Fund Regular GrowthNifty Financial Services Ex-Bank TRIIndex FundGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040506070Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 10.53 18.67 19.98 - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 31.34 32.85 32.6 - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 29.08 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 28.52 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 23.45 28.76 24.17 18.71 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.9%

Others

0.31%

Large Cap

65.88%

Mid Cap

32.89%

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