Motilal Oswal BSE Quality Index Fund-Regular Plan
Expense Ratio: 1.05
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: BSE Quality TRI
Inception: 29-07-2022
Exit Load: Nil
Fund Size:₹59.39 Cr
Performance
1Y
Fund-4.56%
Cat. Avg.-1.42%
2Y
Fund-6.00%
Cat. Avg.-0.02%
3Y
Fund10.22%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund11.80%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | GE Vernova T&D India Limited | 4.12 | 6.75% |
| 2 | Cummins India Limited | 3.98 | 6.51% |
| 3 | Suzlon Energy Limited | 3.87 | 6.35% |
| 4 | Hindustan Aeronautics Limited | 3.83 | 6.27% |
| 5 | Nestle India Limited | 3.56 | 5.83% |
| 6 | Hindustan Unilever Limited | 3.43 | 5.61% |
| 7 | ITC Limited | 3.25 | 5.32% |
| 8 | HDFC Asset Management Company Limited | 3.13 | 5.13% |
| 9 | Hero MotoCorp Limited | 3.01 | 4.93% |
| 10 | Britannia Industries Limited | 2.90 | 4.75% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57393 | -4.3% | -8.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.17 L. | -2.1% | -2.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.79 L. | -0.4% | -0.3% |
| SI | 07 Sep, 22 | 2.50 L. | 2.82 L. | +12.9% | +5.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95441 | -4.6% | -4.6% |
| 2Y | 16 Oct, 24 | 1 L. | 88354 | -11.6% | -6.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.34 L. | +33.9% | +10.2% |
| SI | 26 Aug, 22 | 1 L. | 1.59 L. | +58.7% | +11.8% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.