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Motilal Oswal BSE Quality Index Fund-Direct plan

Motilal Oswal · Scheme 150521

17.79 0.88%NAV · 2026-09-18
73
Strong FundScore
Start SIP
AUM
₹59 cr
Expense ratio
0.46%
3Y CAGR
15.0%
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Rakesh ShettyExit load: Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
Strong · 73/100

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

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Low cost — 0.46% expense ratio means more of the return stays with you.
  • 3Y CAGR: +15.0%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • 1Y return: +6.5%
  • Sharpe ratio: 0.65

FundScore breakdown

73/100 · Strong
How it works →
68
Returns
Decent
100
Consistency
Excellent
41
Risk-adjusted
Weak
71
Downside protection
Strong
78
Cost efficiency
Strong
50
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.