Motilal Oswal S & P BSE Financials Ex Bank 30 Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal S & P BSE Financials Ex Bank 30 Index Growth Direct Plan

NAV
₹14.0502
+0.47%
(24 Apr)
AUM
11 Cr
TER
0.31%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+69.8%
+69.2%
+58.2%
+58.0%
+45.3%
3Y
+30.3%
+30.2%
+28.1%
+28.0%
NA
5Y
NA
NA
NA
NA
NA
ALL
+30.7%
+37.7%
+26.9%
+29.5%
+21.6%
VOL
20.0%
17.6%
15.9%
18.9%
15.4%
TER
0.4%
0.3%
0.4%
0.3%
0.3%
AUM
₹589 Cr
₹1,093 Cr
₹169 Cr
₹1,404 Cr
₹11 Cr
INFO
1.53
2.14
1.69
1.56
1.40
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal S & P BSE Financials Ex Bank 30 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Bajaj Finance Ltd
13.9%
Bajaj Finserv Ltd
8.8%
HDFC Life Insurance Company Limited
6.8%
SBI Life Insurance Company Limited
6.7%
Shriram Finance Ltd
6.5%
Power Finance Corp Ltd
5.6%
REC Ltd
5.5%
Cholamandalam Investment and Finance Co Ltd
4.6%
ICICI Lombard General Insurance Co Ltd
3.9%
HDFC Asset Management Co Ltd
3.7%
Top industry exposure
Financial Services
98.5%
Technology
1.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
Swapnil Mayekar
Rakesh Shetty

FAQs