Motilal Oswal BSE Financials ex Bank 30 Index Fund Growth

Equity
Sectoral
Very High Risk
17.31%
3Y annualised
+0.37% 1D
1M
6M
1Y
3Y
All
NAV: 05 Sep 2025
₹16.61
Rating
3
Min. SIP amount
Not Supported
Fund size
₹21.23Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity14.34%
FinancialEquity7.72%
FinancialEquity7.50%
FinancialEquity6.22%
InsuranceEquity5.88%
InsuranceEquity5.77%
FinancialEquity4.31%
FinancialEquity4.28%
ServicesEquity4.25%
FinancialEquity4.22%
FinancialEquity4.02%
FinancialEquity3.47%
InsuranceEquity3.25%
FinancialEquity2.80%
ServicesEquity2.45%
FinancialEquity2.00%
InsuranceEquity1.71%
FinancialEquity1.69%
FinancialEquity1.67%
FinancialEquity1.47%
FinancialEquity1.28%
FinancialEquity1.26%
FinancialEquity1.21%
InsuranceEquity1.20%
FinancialEquity1.15%
FinancialEquity1.02%
ServicesEquity0.90%
InsuranceEquity0.88%
FinancialEquity0.86%
FinancialEquity0.82%
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 returnsNA0.7%17.3%17.7%
Category averageNA4.4%14.2%NA
Rank with in categoryNA485NA
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 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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