Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth

Equity
Sectoral
Very High Risk
1M
6M
1Y
All
NAV: 22 Nov 2024₹14.93
Min. SIP amount₹500
RatingNA
Fund size₹19.62Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral
Absolute returns
3M6M1YAll
Fund returns-2.3%8.4%28.6%54.4%
Category averageNANA20.0%NA
Rank with in category292415NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity13.42%
FinancialEquity8.34%
FinancialEquity7.45%
FinancialEquity6.83%
InsuranceEquity5.73%
InsuranceEquity5.45%
FinancialEquity5.17%
FinancialEquity5.07%
ServicesEquity4.32%
FinancialEquity4.19%
InsuranceEquity3.56%
FinancialEquity3.48%
FinancialEquity3.38%
FinancialEquity2.46%
InsuranceEquity2.26%
FinancialEquity2.24%
ServicesEquity1.89%
FinancialEquity1.64%
FinancialEquity1.59%
FinancialEquity1.50%
InsuranceEquity1.37%
FinancialEquity1.26%
FinancialEquity1.12%
ServicesEquity1.03%
FinancialEquity0.95%
FinancialEquity0.91%
InsuranceEquity0.90%
FinancialEquity0.84%
InsuranceEquity0.83%
FinancialEquity0.55%
See All

Pros and cons

Category: Equity Sectoral

Pros

Lower expense ratio: 0.31%

Cons

1Y annualised returns lower than category average by 1.36%

Expense ratio, exit load and tax

Expense ratio: 0.31%

Inclusive of GST

Exit load

Exit load-1%- If redeemed within 15 days from the date of allotment.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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