Motilal Oswal BSE Financials ex Bank 30 Index Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.9%
Sharpe Ratio0.67
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bajaj Finance LtdFinancial Services14.60%
Bajaj Finserv LtdFinancial Services7.57%
Jio Financial Services LtdFinancial Services7.33%
Shriram Finance LtdFinancial Services6.67%
HDFC Life Insurance Co LtdFinancial Services5.95%
SBI Life Insurance Co LtdFinancial Services5.63%
Cholamandalam Investment and Finance Co LtdFinancial Services4.64%
Bajaj Holdings and Investment LtdFinancial Services4.23%
Power Finance Corp LtdFinancial Services4.21%
PB Fintech LtdFinancial Services4.09%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.04%
Exit Load1
Regulatory & Tax Information
INF247L01BD7
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)