Motilal Oswal Asset Management Company Limited

Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Regular Growth

EquitySector Specific - Banks & Financial Services
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio0.98%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees4
  • NAVRupees9.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Bajaj Finance Limited 15.3
  • Housing Development Finance Corporation Limited 15.3
  • Bajaj Finserv Limited 12.3
  • SBI Life Insurance Company Limited 7.1
  • HDFC Life Insurance Company Limited 6.8
  • ICICI Lombard General Insurance Company Limited 3.7
  • Cholamandalam Investment and Finance Company Ltd 3.6
  • Bajaj Holdings & Investment Limited 3.6
  • Shriram Finance Limited 3.4
  • SBI Cards and Payment Services Limited 2.8
  • ICICI Prudential Life Insurance Company Limited 2.2
  • Sectors %
  • Finance71.1
  • Insurance25.4
  • Capital Markets4.6
  • Cash/Deposits/Margins/Treps/Repo/Swaps-1.2

Fund House