Motilal Oswal BSE Quality Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹58.78 Cr
Expense Ratio
1.08%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
22 Aug 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.98% | -- |
| 3 Months | +1.26% | -- |
| 6 Months | +3.6% | -- |
| 1 Year | +2.3% | +2.3% |
| 2 Years | -- | -3.96% |
| 3 Years | +39.15% | +11.64% |
| 5 Years | -- | 0% |
| Since Launch | +69.65% | +13.95% |
Holdings as on 9 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Hindustan Aeronautics | 3.84 | 6.53 |
| Cummins India | 3.68 | 6.24 |
| Nestle India | 3.61 | 6.14 |
| GE Vernova T&D India | 3.41 | 5.79 |
| Hindustan Unilever | 3.22 | 5.47 |
| Hero Motocorp | 3.20 | 5.43 |
| Tata Consultancy Services | 3.18 | 5.40 |
| ITC | 3.01 | 5.12 |
| Suzlon Energy | 2.99 | 5.08 |
| Dixon Technologies (India) | 2.96 | 5.03 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.46
Sharpe Ratio
17.89%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal BSE Quality Index Fund Regular Growth | +2.3% | +11.64% | -- |
| Motilal Oswal BSE 1000 Index Fund Regular Growth | +1.28% | -- | -- |
| SBI Nifty100 Low Volatility 30 Index Fund Regular Growth | -3.57% | -- | -- |
| Baroda BNP Paribas NIFTY 50 Index Fund Regular Growth | -4.16% | -- | -- |
| Axis BSE Sensex Index Fund Regular Growth | -5.98% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 Quality 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 Quality Index Fund Regular Growth has an AUM of 58.78 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 1.08%. The minimum investment in Motilal Oswal BSE Quality 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 fund has a present cash holding of %. The top holdings of the fund include Hindustan Aeronautics, Cummins India, Nestle India, GE Vernova T&D India.
The major sectors where the fund is invested are Software & Programming, Personal & Household Prods., Food Processing, Investment Services.
Some of the similar funds are Motilal Oswal BSE Quality Index Fund Regular Growth, Motilal Oswal BSE 1000 Index Fund Regular Growth, SBI Nifty100 Low Volatility 30 Index Fund Regular Growth, Baroda BNP Paribas NIFTY 50 Index Fund Regular Growth, Axis BSE Sensex Index Fund Regular Growth. Motilal Oswal BSE Quality Index Fund Regular Growth has a sharpe ratio of 0.46 & a standard deviation of 17.89%.
FAQs
According to the morning star rating Motilal Oswal BSE Quality Index Fund Regular Growth has a Medium risk & Exceptional return.
Motilal Oswal BSE Quality Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal BSE Quality Index Fund Regular Growth is 1.08%.
The 5 year annualized return on Motilal Oswal BSE Quality Index Fund Regular Growth is 0.00% & it has generated 2.30% in the last 1 year.
The minimum investment in Motilal Oswal BSE Quality Index Fund Regular Growth is 500 Rs.
Motilal Oswal BSE Quality Index Fund Regular Growth has an AUM of 58.78 crores.
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