Motilal Oswal BSE Quality Index Fund-Direct plan
Fund House: Motilal Oswal Mutual Fund| Category: Index Fund |
| Launch Date: 22-08-2022 |
| Asset Class: EQUITY |
| Benchmark: BSE Quality TRI |
| TER: 0.38% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 43.16 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% -If redeemed or switched out on or before 15 days from the date of allotment. Nil- If redeemed or switched out after 15 days from the date of allotment. |
16.024
0.18 (1.1539%)
18.73%
Benchmark: 17.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY500 QUALITY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Quality Index Fund-Direct plan | 22-08-2022 | 2.37 | 22.8 | - | - | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 17.89 | - | - | - | - |
| ICICI Prudential Nifty Bank Index Fund - Growth | 05-03-2022 | 14.9 | 13.15 | 14.72 | - | - |
| Navi Nifty Bank Index Fund- Regular Plan- Growth | 31-01-2022 | 14.86 | 13.05 | 14.79 | - | - |
| Motilal Oswal Nifty Bank Index - Regular Plan | 05-09-2019 | 14.84 | 13.1 | 14.89 | 21.14 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.98%
Others
0.21%
Large Cap
65.23%
Mid Cap
31.59%
