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Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 18.6 | N/A | N/A | N/A |
Average Rolling Returns(%) | 33.81 | N/A | N/A | N/A |
The Current NAV of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan is ₹15.04.
It is better to invest in a fund with a longer track record as Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.31%
The process for redemption is
The AUM of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan is currently ₹19 Crores.
The Top three stocks are Bajaj Finance, JIO Financial Serv. and Bajaj Finserv and account for 29% of its portfolio. Top 5 and 10 stocks of fund account for 41% and 65% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan fund are BFSI, IT and Miscellaneous accounting for 100% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Swapnil P Mayekar and Dishant Mehta manage the Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan Fund.
Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan current PE ratio is 41.47 and PB ratio is 5.13
The asset allocation of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan is Stocks : 99.47%, Debt : 0.51% and Gold : 0%
The minimum SIP amount for Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal BSE Financials ex Bank 30 Index Fund - Growth - Direct Plan is 1% on or before 15 days, Nil after 15 days