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Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth

Motilal Oswal · Scheme 150443

18.49 0.08%NAV · 2026-08-05
78
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.1%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+3.27%
3 Months+6.14%
6 Months+3.45%
1 Year+9.14%
3 Years (CAGR)+17.07%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+16.50%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns82
Consistency100
Risk-adjusted33
Downside protection87
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.1%
  • 3Y CAGR vs category: +8.9% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Max drawdown: -18%

What to watch

  • Sharpe ratio: 0.58
  • Sortino ratio: 0.79

Risk metrics

Sharpe ratio
0.58
Sortino ratio
0.79
Volatility
18.72%
Max drawdown
-17.81%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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