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Motilal Oswal BSE Financials ex Bank 30 Index Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.31 | 41.47 | 0.70 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 42.78 | 0.35 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| BSE Financials ex Bank 30 - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal BSE Financials ex Bank 30 Index Fund | 14.77% | — | 18.46% |
| UTI Nifty 50 Index Fund | 12.54% | 13.45% | 13.15% |
| HDFC Nifty 50 Index Fund | 12.49% | 13.42% | 13.28% |
| ICICI Pru Nifty 50 Index Fund | 12.48% | 13.41% | 13.22% |
Price Comparison
Compare Motilal Oswal BSE Financials ex Bank 30 Index Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Bajaj Finance Ltd3M change : -0.39 %
Holdings
13.02 %
-0.39 % - Jio Financial Services Ltd3M change : 0.68 %
Holdings
8.65 %
0.68 % - Bajaj Finserv Ltd3M change : 0.45 %
Holdings
6.83 %
0.45 %
AMC Profile
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
42
Total AUM
₹ 82,960.38 Cr.
Fund Manager Profile
Swapnil P Mayekar
AUM: ₹18,198.55 Cr.
|
Exp: 10yrs
Dishant Mehta
AUM: ₹18,153.33 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹68,629.51 Cr.
|
Exp: 13yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%