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Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth
+9.09%
3Y annualised
+1.66% 1D
NAV: 02 Nov '26
₹15.54
Min. for SIP
₹500
Fund size (AUM)
₹29.88 Cr
Expense ratio
1.12%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,335 | -4.43% | |
| 6 months | ₹30,000 | ₹27,940 | -6.87% | |
| 1 year | ₹60,000 | ₹55,394 | -7.68% | |
| 3 years | ₹1,80,000 | ₹1,78,978 | -0.57% |
Holdings (31)
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -6.8% | -11.5% | +9.1% | +10.9% |
| Category average (Equity Sectoral) | -1.5% | -3.9% | +11.2% | +18.4% |
| Rank (Equity Sectoral) | -- | 65 | 27 | -- |
Exit load, stamp duty and tax
Exit load
Exit load-1%- If redeemed within 15 days from the date of allotment.
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Fund management
About Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth
Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,59,647 Cr and the Latest NAV as of 02 Nov 2026 is ₹15.54.
The Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load-1%- If redeemed within 15 days from the date of allotment.
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Investment Objective
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Index, subject to tracking error.
Fund benchmarkBSE Financials ex Bank 30 Total Return Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,59,646.77 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,