Motilal Oswal BSE Quality Index Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 16 Sep 2024₹18.97
Min. SIP amount₹500
RatingNA
Fund size₹30.55Cr

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 Thematic
Absolute returns
3M6M1YAll
Fund returns7.2%27.8%54.7%89.4%
Category averageNANA45.5%NA
Rank with in category483315NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Capital GoodsEquity7.73%
EnergyEquity7.22%
EnergyEquity5.85%
Consumer StaplesEquity5.82%
AutomobileEquity5.79%
EnergyEquity5.40%
Consumer StaplesEquity5.11%
Capital GoodsEquity4.95%
TechnologyEquity4.95%
TechnologyEquity4.77%
See All

Pros and cons

Category: Equity Thematic

Pros

1Y annualised returns higher than category average by 9.18%

Cons

Higher expense ratio: 0.38%

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Exit load is 1%- If redeemed on or before 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 management

Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

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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