FAQ : Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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(%) 24.88 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 ₹13.66.

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 50 - TRI 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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is currently ₹11 Crores.

The Top three stocks are Bajaj Finance, Bajaj Finserv and Shriram Finance and account for 29% 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 33.03 and PB ratio is 5.24

The asset allocation of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is Stocks : 99.93%, Debt : 0.09% 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

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