Motilal Oswal BSE Financials Ex Bank 30 Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal BSE Financials Ex Bank 30 Index Growth Direct Plan

NAV
₹15.4072
+0.07%
(3 Apr)
AUM
17 Cr
TER
0.31%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.1%
+5.4%
+5.4%
+5.1%
+5.1%
3Y
NA
+21.0%
+19.9%
+19.7%
+19.9%
5Y
NA
NA
+34.4%
NA
NA
ALL
+17.5%
+21.0%
+25.0%
+21.3%
+21.2%
VOL
17.8%
17.2%
19.0%
16.9%
16.8%
TER
0.3%
0.3%
0.3%
0.3%
0.4%
AUM
₹17 Cr
₹372 Cr
₹1,801 Cr
₹1,417 Cr
₹283 Cr
INFO
0.98
1.22
1.31
1.26
1.26
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal BSE Financials Ex Bank 30 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Bajaj Finance Ltd
19.5%
Bajaj Finserv Ltd
8.3%
Shriram Finance Ltd
7.0%
Jio Financial Services Ltd
5.6%
HDFC Life Insurance Co Ltd
5.4%
SBI Life Insurance Co Ltd
5.3%
Cholamandalam Investment and Finance Co Ltd
4.8%
Power Finance Corp Ltd
4.3%
Bajaj Holdings and Investment Ltd
4.1%
PB Fintech Ltd
3.9%
Top industry exposure
Financial Services
98.0%
Technology
1.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
Swapnil Mayekar
Rakesh Shetty
Dishant Mehta

FAQs