Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.01
• Std Deviation 14.15%
• Tracking Error 0.00%

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

The Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth has an AUM of 30.21 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.04%. The minimum investment in Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bajaj Finance, Shriram Finance, Bajaj Finserv & Jio Financial Services.

The major sectors where the fund is invested are Consumer Financial Services, Insurance (Life), Investment Services & Misc. Financial Services.

Some of the similar funds are Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth, Mirae Asset Nifty LargeMidcap 250 Index Fund Regular Growth, Bandhan Nifty Midcap 150 Index Fund Regular Growth, Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth, Navi Nifty IT Index Fund Regular Growth. Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth has a sharpe ratio of 1.01 & a standard deviation of 14.15%.