Motilal Oswal BSE Financials Ex Bank 30 Index Fund
🎯Investment Objective
“The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Financials ex Banks 30 Total Return Index, subject to tracking error.”
Source: Motilal Oswal BSE Financials Ex Bank 30 Index Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity — it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
⚠️ High concentration — the top 3 sectors account for 93.6% of this fund. If these sectors face headwinds simultaneously, the fund will feel it. This is common in thematic or sectoral funds but unusual for diversified funds.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings30 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | Bajaj Finance Limited | Finance | 14.7% | — | ||
| 2 | Shriram Finance Limited | Finance | 9.6% | — | ||
| 3 | Bajaj Finserv Limited | Finance | 7.3% | — | ||
| 4 | SBI Life Insurance Company Limited | Insurance | 5.8% | — | ||
| 5 | Jio Financial Services Limited | Finance | 5.4% | — | ||
| 6 | HDFC Life Insurance Company Limited | Insurance | 4.9% | — | ||
| 7 | Cholamandalam Investment and Finance Company Ltd | Finance | 4.6% | — | ||
| 8 | Multi Commodity Exchange of India Limited | Capital Markets | 4.0% | — | ||
| 9 | Power Finance Corporation Limited | Finance | 3.8% | — | ||
| 10 | HDFC Asset Management Company Limited | Capital Markets | 3.5% | — |
Check Holdings Overlap
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Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | — | -1.9% | +18.62% | — |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 12.3%.
Investment Calculator
Estimate future value based on Motilal Oswal BSE Financials Ex Bank 30 Index Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (18.62% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.