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

₹ 500
Min SIP
₹ 500
Min Lumpsum
0.3 %
Expense Ratio
Rating
7.46
Fund Size (in Cr)
2 Years
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 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.6% - - 12.9%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
16.33%
12.27%
Others
50.94%
View all Holdings
Holdings Sector Instrument Asset
Bajaj Finance Finance Equity 16.33%
Bajaj Finserv Finance Equity 12.27%
HDFC Life Insur. Insurance Equity 7.56%
SBI Life Insuran Insurance Equity 7.13%
Shriram Finance Finance Equity 5.77%
Cholaman.Inv.&Fn Finance Equity 5.52%
Bajaj Holdings Finance Equity 4.56%
ICICI Lombard Insurance Equity 4.02%
Power Fin.Corpn. Finance Equity 3.75%
HDFC AMC Finance Equity 3.14%
REC Ltd Finance Equity 3.1%
SBI Cards Finance Equity 3%
ICICI Pru Life Insurance Equity 2.78%
Max Financial Finance Equity 2.19%
M & M Fin. Serv. Finance Equity 2.18%
Muthoot Finance Finance Equity 1.81%
Aditya Birla Cap Finance Equity 1.7%
LIC Housing Fin. Finance Equity 1.56%
PB Fintech. IT - Software Equity 1.51%
Life Insurance Insurance Equity 1.5%
Poonawalla Fin Finance Equity 1.45%
L&T Fin.Holdings Finance Equity 1.21%
CRISIL Credit Rating Agencies Equity 1.16%
360 ONE Finance Equity 0.96%
One 97 E-Commerce/App based Aggregator Equity 0.88%
I R F C Finance Equity 0.86%
ICICI Securities Stock/ Commodity Brokers Equity 0.63%
Nippon Life Ind. Finance Equity 0.63%
General Insuranc Insurance Equity 0.62%
Finance
67.2%
Insurance
25.8%
Capital Markets
4.4%
Financial Technology (Fin
2.38%
Cash & Others
0.21%
Equity
99.79%
Net Curr Ass/Net Receivables
0.21%
Others
0%

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:
35,484 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

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Frequently Asked Questions

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

You can invest in Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth 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-Dir Growth 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-Dir Growth ?

The NAV of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth is ₹11.3 as of 18 August 2023.

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

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

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

The top sectors Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth has invested in are
  1. Finance - 67.2%
  2. Insurance - 25.8%
  3. Capital Markets - 4.4%
  4. Financial Technology (Fin - 2.38%
  5. Cash & Others - 0.21%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth based on your investment objective and risk tolerance.

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

The Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth has delivered 12.9% since inception

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

The expense ratio of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth is 0.3 % as of 18 August 2023.

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

The AUM of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth is ₹35,484 Cr as of 18 August 2023

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

The top stock holdings of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth are
  1. Bajaj Finance - 16.33%
  2. Bajaj Finserv - 12.27%
  3. HDFC Life Insur. - 7.56%
  4. SBI Life Insuran - 7.13%
  5. Shriram Finance - 5.77%

How can I redeem my investments in Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
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