Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth

Equity
Sectoral
Very High Risk
1M
6M
1Y
All
NAV: 20 Dec 2024₹15.01
Min. SIP amount₹500
RatingNA
Fund size₹19.62Cr

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 Sectoral
Absolute returns
3M6M1YAll
Fund returns-4.7%6.9%18.6%58.6%
Category averageNANA11.1%NA
Rank with in category301612NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity13.02%
FinancialEquity8.65%
FinancialEquity6.83%
FinancialEquity6.69%
FinancialEquity5.73%
FinancialEquity5.25%
InsuranceEquity5.16%
InsuranceEquity5.07%
ServicesEquity4.90%
FinancialEquity4.13%
FinancialEquity3.60%
InsuranceEquity3.52%
FinancialEquity3.36%
ServicesEquity2.28%
FinancialEquity2.21%
FinancialEquity2.18%
InsuranceEquity2.17%
FinancialEquity1.65%
FinancialEquity1.65%
FinancialEquity1.54%
InsuranceEquity1.49%
FinancialEquity1.29%
FinancialEquity1.09%
ServicesEquity1.02%
FinancialEquity0.93%
InsuranceEquity0.93%
FinancialEquity0.91%
InsuranceEquity0.85%
FinancialEquity0.81%
FinancialEquity0.56%
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

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 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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