Question 1

What is the Expense Ratio of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth is 0.52% as of 01/08/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth is ₹19.27 Crores as of Quarter ending June 2026.

Question 3

What is the 3-Year CAGR of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth is 11.62%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth?

Accepted Answer

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth is managed by Motilal Oswal Mutual Fund.

Question 5

Is Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth is an Open-Ended scheme.

Question 6

What is the benchmark for Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth?

Accepted Answer

The benchmark for Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth is BSE Financials ex Bank 30.

Question 7

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	-6.54%	-23.70%	18.69%
6M	-5.45%	-10.60%	19.34%
1Y	-7.83%	-7.83%	21.27%
3Y	39.07%	11.62%	20.09%
5Y	N/A	N/A	N/A

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth	11.62%	0.52%	₹19.27
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund - Direct - Growth	-	0.96%	₹28.97
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund - Direct - Growth	-	0.12%	₹975.55
Tata BSE Multicap Consumption 50 30 20 Index Fund - Direct - Growth	-	0.52%	₹11.88
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund - Direct - Growth	-	0.70%	₹23.1
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund - Direct - Growth	-	0.94%	₹13.5
Motilal Oswal Nifty MidSmall Financial Services Index Fund - Direct - Growth	-	0.80%	₹54.68

Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth

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