Motilal Oswal Nifty Bank Index Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.0%
Sharpe Ratio0.26
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
HDFC Bank LtdFinancial Services28.06%
ICICI Bank LtdFinancial Services25.13%
State Bank of IndiaFinancial Services8.68%
Axis Bank LtdFinancial Services8.37%
Kotak Mahindra Bank LtdFinancial Services8.33%
IndusInd Bank LtdFinancial Services3.70%
The Federal Bank LtdFinancial Services3.37%
IDFC First Bank LtdFinancial Services3.10%
Bank of BarodaFinancial Services2.97%
AU Small Finance Bank LtdFinancial Services2.96%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.99%
Exit Load1
Regulatory & Tax Information
INF247L01882
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)