Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 46.6 | N/A | N/A | N/A |
Average Rolling Returns(%) | 35.33 | N/A | N/A | N/A |
The Current NAV of Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan is ₹16.90.
It is better to invest in a fund with a longer track record as Motilal Oswal S&P BSE Quality 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 S&P BSE Quality Index Fund - Growth - Direct Plan fund’s expense ratio is 0.37%
The process for redemption is
The AUM of Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan is currently ₹14 Crores.
The Top three stocks are Bharat Electronics, Adani Power and Bajaj Auto and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 57% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan fund are FMCG, Capital Goods and IT accounting for 46% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 S&P BSE Quality Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Swapnil P Mayekar and Rakesh Shetty manage the Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan Fund.
Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan current PE ratio is 38.84 and PB ratio is 16.99
The asset allocation of Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan is Stocks : 99.08%, Debt : 0.90% and Gold : 0%
The minimum SIP amount for Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal S&P BSE Quality Index Fund - Growth - Direct Plan is 1% on or before 15 days, Nil after 15 days