Motilal Oswal BSE Financials ex Bank 30 Index Fund(G)-Direct Plan
+12.59%
3Y annualised
+12.59%
3Y annualised
+0.62% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹17.39
Min. SIP amount
₹500
Fund size (AUM)
32 Cr
Expense ratio
0.43%
Launched on
29 Jul 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹17.39
Min. SIP amount
₹500
Fund size (AUM)
32 Cr
Expense ratio
0.43%
Launched on
29 Jul 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
64.26%
Mid Cap
33.74%
Small Cap
0.94%
Others
1.06%
Sector Allocation
Finance
77.33%
Insurance
13.41%
It
8.21%
Cash & Cash Equivalents And Net Assets
1.06%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Swapnil P Mayekar
Present
Dishant Mehta
Present
Rakesh Shetty
Present
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FAQs
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