Motilal Oswal Bse Financials Ex Bank 30 Index Fund Regular Plan Growth

Risk: Very High
₹ 15.58
NAV (Oct 17,2024)

Invest in the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth and make the most of your money. With an expense ratio of 1.01%, this fund offers high potential returns. The fund has a P/E ratio of 35.86 and a P/B ratio of 5.63, indicating its value in the market. With a scheme AUM of ₹10.57 crore and a minimum investment of ₹500, this fund is suitable for both beginner and seasoned investors. There is no lock-in period, giving you the freedom to withdraw your funds whenever required. Start your investment journey today and secure your financial future.

Motilal Oswal Bse Financials Ex Bank 30 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Bse Financials Ex Bank 30 Index Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    47.52
  • P/B Ratio
    UM_URBAN_MONEY

    5.89
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.08
  • Sortino
    UM_URBAN_MONEY

    0.11

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.01%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 19.61 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 18, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,297.16 (2.97%)₹ 11,584.2 (15.84%)₹ 12,891.61 (28.92%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 30,891.48 (2.97%)₹ 34,752.6 (15.84%)₹ 38,674.83 (28.92%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 51,485.8 (2.97%)₹ 57,921 (15.84%)₹ 64,458.05 (28.92%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 82,377.28 (2.97%)₹ 92,673.6 (15.84%)₹ 1,03,132.88 (28.92%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,02,971.6 (2.97%)₹ 1,15,842 (15.84%)₹ 1,28,916.1 (28.92%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Bajaj Finance Limited13.93%
  • Jio Financial Services Limited8.43%
  • Bajaj Finserv Limited7.79%
  • Shriram Finance Limited7.24%
  • SBI Life Insurance Company Limited6.04%
  • Power Finance Corporation Limited5.16%
  • HDFC Life Insurance Company Limited5.05%
  • REC Limited4.99%
  • Cholamandalam Investment and Finance Company Ltd4.92%
  • PB Fintech Limited3.82%
  • ICICI Lombard General Insurance Company Limited3.76%
  • Bajaj Holdings & Investment Limited3.31%
  • HDFC Asset Management Company Limited3.14%
  • ICICI Prudential Life Insurance Company Limited2.21%
  • Max Financial Services Limited2.12%
  • Indian Railway Finance Corporation Limited2.11%
  • SBI Cards and Payment Services Limited1.66%
  • Muthoot Finance Limited1.60%
  • One Communications Limited1.59%
  • Mahindra & Mahindra Financial Services Limited1.46%
  • LIC Housing Finance Limited1.46%
  • Life Insurance Corporation Of India1.39%
  • Aditya Birla Capital Limited1.21%
  • L&T Finance Limited1.08%
  • Star Health And Allied Insurance Company Limited1.01%
  • Collateralized Borrowing & Lending Obligation0.97%
  • Poonawalla Fincorp Limited0.83%
  • CRISIL Limited0.82%
  • Nippon Life India Asset Management Limited0.81%
  • General Insurance Corporation of India0.71%
  • ICICI Securities Limited0.51%
  • Net Receivables Payables-1.13%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

21.98%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.95%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

17.13%

Groww Nifty Total Market Index Fund - Regular Plan - GrowthGroww Nifty Total Market Index Fund - Regular Plan - Growth

EQUITY

Very High

13.30%

Baroda BNP Paribas Nifty 50 Index Fund - Regular Plan - GrowthBaroda BNP Paribas Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

13.12%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.08%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.89%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.12%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.51%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.40%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

28.05%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

24.91%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.72%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

24.07%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

18.71%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.62%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.46%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

18.02%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

18.02%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

17.80%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.97%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Show all Funds

Fund Managers

SM

Mr. Swapnil P MayekarFund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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Compare with similar Funds

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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HSBC Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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Nippon India Index Fund - Nifty 50 Plan - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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Tata NIFTY 50 Index Fund - Regular Plan - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

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Navi Nifty 50 Index Fund - Regular Plan - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

vs

Groww Nifty Total Market Index Fund - Regular Plan - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth

vs

Sundaram Nifty 100 Equal Weight Fund - Growth

FAQ's

What is the risk level associated with the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth?

The Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth is a high-risk mutual fund that focuses on financial stocks, excluding banks.

What is the current NAV (Net Asset Value) of the Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth as of Oct 17,2024?

The current NAV of the Motilal Oswal BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth as of Oct 17,2024 is INR 15.58.

What are the returns generated by the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth has generated 46.55% returns in the past year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth?

The Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth has an expense ratio of 1.01%.

What is the minimum investment amount required for the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth?

The Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth requires a minimum investment of INR 500.

Is there a systematic investment plan (SIP) available for the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth?

Yes, SIP is available for the Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth with a minimum investment of INR 500 per month.

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