Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth
A Other Scheme by Motilal Oswal Asset Management Company Limited
3Y Returns (CAGR)
14.59%
Expense Ratio
0.39%
as of 01/05/2026
AUM
₹19.21 Cr
Qtr End: Mar 26
NAV
₹16.441
as of 03/06/2026
3Y Returns (CAGR)
14.59%
Expense Ratio
0.39%
as of 01/05/2026
AUM
₹19.21 Cr
Qtr End: Mar 26
NAV
₹16.441
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -5.23% | -19.35% | 29.48% |
| 6M | -9.51% | -18.12% | 24.03% |
| 1Y | -5.73% | -5.73% | 19.23% |
| 3Y | 50.47% | 14.59% | 19.44% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 14/07/2022
- Fund Age
- 3.9 years
- Minimum Investment
- ₹500
- Benchmark
- BSE Financials ex Bank 30
- Fund House
- Motilal Oswal Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth | 14.59% | 0.39% | ₹19.21 |
| Edelweiss BSE Internet Economy Index Fund - Direct - Growth | - | 0.43% | ₹8.83 |
| Motilal Oswal Nifty MidSmall IT and Telecom Index Fund - Direct - Growth | - | 0.66% | ₹22.56 |
| Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund - Direct - Growth | - | 0.12% | ₹779.73 |
| Tata BSE Multicap Consumption 50 30 20 Index Fund - Direct - Growth | - | 0.28% | ₹11.07 |
| Motilal Oswal Nifty India Defence Index Fund - Direct - Growth | - | 0.47% | ₹1,950.58 |
| Tata Nifty Auto Index Fund - Direct - Growth | - | 0.47% | ₹57.62 |