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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 22.13 Cr As on 30-09-2025(Source:AMFI)
Turn over: - | Exit Load: Yes

17.9444

19.44%

PERFORMANCE

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

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
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 19.29 21.29 21.71 - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 25.8 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 25.06 - - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 24.42 31.57 34.43 - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 24.13 23.58 - - -
Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option 24-10-2024 21.86 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 18.06 27.48 24.34 17.73 -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 13.9 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 12.72 28.05 26.6 - -
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan 22-08-2022 12.57 29.8 34.09 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.99%

Large Cap

66.28%

Mid Cap

32.73%

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