Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 12 Apr 2024₹14.19
Min. SIP amount₹500
RatingNA
Fund size₹11.49Cr

Return calculator

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

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns4.0%15.1%48.4%41.9%
Category averageNANA29.8%NA
Rank with in category571NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity13.92%
FinancialEquity8.85%
InsuranceEquity6.75%
InsuranceEquity6.70%
FinancialEquity6.51%
FinancialEquity5.62%
FinancialEquity5.54%
FinancialEquity4.63%
InsuranceEquity3.95%
FinancialEquity3.74%
See All

Expense ratio, exit load and tax

Expense ratio: 0.31%

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

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

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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