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

Other · Index
500
Min SIP
500
Min Lumpsum
0.3 %
Expense Ratio
Rating
4.75
Fund Size (in Cr)
10 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 05 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 5.7%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
H D F C
16.4%
Bajaj Finance
14.81%
Bajaj Finserv
10.91%
SBI Life Insuran
6.66%
HDFC Life Insur.
6.51%
Others
44.7%
Finance
73.74%
Insurance
22.33%
Capital Markets
4.32%
Financial Technology (Fin
1.3%
Cash & Others
-1.69%
Equity
101.69%
Net Curr Ass/Net Receivables
-1.69%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund Objective

The investment objective of the scheme is to provide returns that, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Managers

Swapnil Mayekar

Mr. Mayekar earned an M.Com from Mumbai University and an Advanced Diploma in Business Administration from Welingkar in Mumbai. From August 2005 until February 2010, he worked for Business Standard Limited before joining Motilal Oswal AMC. He manages IDFC with an AUM of INR 5038 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
33,029 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

Frequently Asked Questions

How to invest in Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund ?

You can invest in Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund ?

The NAV of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund is ₹10.5 as of 05 June 2023.

How to redeem Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund?

The minimum SIP amount of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund is ₹500

What are the top sectors Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund has invested in??

The top sectors Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund has invested in are
  1. H D F C - 16.4%
  2. Bajaj Finance - 14.81%
  3. Bajaj Finserv - 10.91%
  4. SBI Life Insuran - 6.66%
  5. HDFC Life Insur. - 6.51%

How much returns have Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund generated ?

The Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund has delivered 5.7% since inception

What is the expense ratio of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund ?

The expense ratio of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund is 0.3 % as of 05 June 2023.

What is the AUM of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund?

The AUM of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund is ₹33,029 Cr as of 05 June 2023

What are the top stock holdings of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund?

The top stock holdings of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund are
  1. H D F C - 16.4%
  2. Bajaj Finance - 14.81%
  3. Bajaj Finserv - 10.91%
  4. SBI Life Insuran - 6.66%
  5. HDFC Life Insur. - 6.51%
Invest Now