Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth

Equity
Sectoral
Very High Risk
+21.55%
3Y annualised
+0.60% 1D
1M
6M
1Y
3Y
All
NAV: 17 Nov 2025
₹17.87
Rating
4
Min. SIP amount
Not Supported
Fund size
₹24.24Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity16.02%
FinancialEquity8.04%
FinancialEquity6.97%
FinancialEquity6.65%
InsuranceEquity5.90%
InsuranceEquity5.28%
FinancialEquity4.78%
ServicesEquity4.01%
FinancialEquity3.92%
FinancialEquity3.61%
FinancialEquity3.55%
InsuranceEquity3.18%
ServicesEquity3.17%
FinancialEquity3.11%
FinancialEquity2.71%
FinancialEquity2.30%
FinancialEquity1.73%
FinancialEquity1.67%
FinancialEquity1.65%
InsuranceEquity1.54%
FinancialEquity1.51%
FinancialEquity1.49%
FinancialEquity1.38%
FinancialEquity1.16%
InsuranceEquity1.13%
FinancialEquity1.04%
FinancialEquity0.93%
FinancialEquity0.80%
InsuranceEquity0.79%
ServicesEquity0.78%
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 returnsNA21.8%21.6%19.2%
Category averageNA19.5%15.3%NA
Rank with in categoryNA114NA
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,

Compare funds

Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth
VS
Add mutual fund to compare