Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal BSE Quality Index Fund-Regular plan
★★★★★ monitor_heart Health Score: 77/100 · GoodMotilal Oswal Mutual Fund · Other · Index Funds
₹17.04
AUM: ₹62 Cr
NAV updated 23 days ago
Plan
Regular
Option
—
Risk
High
Expense Ratio
0.42%
Exit Load
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
Fund Manager
Rakesh Shetty
Inception
Aug 2022
Benchmark
BSE Quality Total Return Index
Sharpe Ratio
0.03
Std Dev (1Y)
14.44%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.24%
3m
+10.48%
6m
+0.69%
1y
+1.51%
3y
+14.98%
5y
—
10y
—
since inception
+14.83%
rate_review TopFund's Take on Motilal Oswal BSE Quality Index Fund-Regular plan
Motilal Oswal BSE Quality Index Fund-Regular plan holds up reasonably well within the Index Funds category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 77/100.
Cost: At 0.42%, the expense ratio is roughly in line with the Index Funds category average of 0.41% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.03 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.44% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about Motilal Oswal BSE Quality Index Fund-Regular plan
The current NAV (Net Asset Value) of Motilal Oswal BSE Quality Index Fund-Regular plan is ₹17.04. NAV is updated every business day after market close by AMFI.
1Y: 1.51% · 3Y CAGR: 14.98%
The expense ratio is 0.42% per annum — the annual fee deducted from your investment to cover fund management costs.
Motilal Oswal BSE Quality Index Fund-Regular plan is managed by Rakesh Shetty at Motilal Oswal Mutual Fund.
Motilal Oswal BSE Quality Index Fund-Regular plan is a High risk fund. Suitable for investors with a 3+ year horizon.
Motilal Oswal BSE Quality Index Fund-Regular plan is a Index Funds fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Motilal Oswal BSE Quality Index Fund-Regular plan is ₹62 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.