Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 43.72 | N/A | N/A | N/A |
Average Rolling Returns(%) | 32.34 | N/A | N/A | N/A |
The Current NAV of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is ₹14.04.
It is better to invest in a fund with a longer track record as Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth 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 Financials ex Bank 30 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.01%
The process for redemption is
The AUM of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is currently ₹12 Crores.
The Top three stocks are Bajaj Finance, Bajaj Finserv and Shriram Finance and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 41% and 66% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth 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 S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.
Swapnil P Mayekar and Rakesh Shetty manage the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth Fund.
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth current PE ratio is 33.98 and PB ratio is 5.37
The asset allocation of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is Stocks : 99.78%, Debt : 0.23% and Gold : 0%
The minimum SIP amount for Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days