OtherIndex FundsDirect · Growth
Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth
Motilal Oswal · Scheme 150443
₹18.33▼ 0.18%NAV · 2026-09-18
Strong FundScore
AUM
₹33 cr
Expense ratio
0.52%
3Y CAGR
17.3%
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Rakesh ShettyExit load: Exit load-1%- If redeemed within 15 days from the date of allotment.
Strong · 75/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 17.3% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Low cost — 0.52% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +17.3%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +5.8%
- •Sharpe ratio: 0.57
FundScore breakdown
75/100 · Strong
Returns
Strong
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.