Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth

Equity
Sectoral
Very High Risk
+21.50%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
All
NAV: 24 Oct 2025
₹17.67
Rating
4
Min. SIP amount
Not Supported
Fund size
₹22.13Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity15.86%
FinancialEquity7.98%
FinancialEquity6.57%
FinancialEquity5.93%
InsuranceEquity5.64%
InsuranceEquity5.58%
FinancialEquity4.68%
FinancialEquity4.12%
ServicesEquity3.94%
FinancialEquity3.84%
FinancialEquity3.68%
FinancialEquity3.19%
InsuranceEquity3.12%
FinancialEquity2.86%
ServicesEquity2.83%
FinancialEquity2.31%
FinancialEquity1.79%
FinancialEquity1.63%
InsuranceEquity1.61%
FinancialEquity1.56%
FinancialEquity1.53%
FinancialEquity1.42%
FinancialEquity1.25%
FinancialEquity1.18%
InsuranceEquity1.18%
FinancialEquity1.07%
FinancialEquity0.99%
FinancialEquity0.81%
InsuranceEquity0.80%
ServicesEquity0.74%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Sectoral
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA15.8%21.5%19.2%
Category averageNA13.8%16.1%NA
Rank with in categoryNA133NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.04%

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

Fund management

Dishant Mehta
Oct 2024 - Present
View details

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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