Can I invest in SIP and Lumpsum in Motilal Oswal BSE Quality Index Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Motilal Oswal BSE Quality Index Fund (G). Minimum lumpsum investment Motilal Oswal BSE Quality Index Fund (G) is ₹500 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Motilal Oswal BSE Quality Index Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of Motilal Oswal BSE Quality Index Fund (G) is Motilal Oswal BSE Quality Index Fund (G) is ₹15.81 as on 2025-01-16.

Which are the biggest stock holdings of Motilal Oswal BSE Quality Index Fund (G)?

The 5 biggest stock holdings of Motilal Oswal BSE Quality Index Fund (G) are: HCL Technologies (7.26%), Trent (6.70%), Infosys (6.63%), ITC (6.33%), TCS (6.15%)

What are the top sectors Motilal Oswal BSE Quality Index Fund (G) invests in?

A majority of Motilal Oswal BSE Quality Index Fund (G) 's AUM worth ₹37.55 (Cr) is invested in these 3 top sectors: IT-Software : 20.33% Food Products : 11.84% Automobiles : 8.92%

Mutual Funds
Motilal Oswal BSE Quality Index Fund (G)

Motilal Oswal BSE Quality Index Fund (G)

Index Fund

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NAV
15.81(-0.40%)
Fund Size (CR)
₹37.55
Expense Ratio
1.03
Scheme Type
Passive Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
21.19%

Absolute Return: -13.09%

Annualized Return: 0%

Basic Details

Scheme Manager

Swapnil Mayekar

Bench Mark

BSE Quality TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	8 January 2025	9803.97	-1.96%	-	-2.15%	462/998
1 Month	13 December 2024	9480.15	-5.20%	-	-5.10%	425/980
3 Month	15 October 2024	8666.45	-13.34%	-	-5.39%	771/884
6 Month	15 July 2024	8692.70	-13.07%	-	-2.47%	722/802
1 Year	15 January 2024	11016.82	10.17%	10.17%	9.50%	184/690
3 Year	-	-	0%	-	11.00%	-/-
5 Year	-	-	0%	-	14.98%	-/-
Since Inception	22 August 2022	15869.40	58.69%	21.19%	8.69%	113/998

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	113844.11	-5.13%	-5.13%
3 Year	1 September 2022	2,90,000	355354.63	22.54%	7.01%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.35%

Standard Deviation

0.98%

Beta

1.04%

Sharpe Ratio

0.11%

Treynor's Ratio

8.87%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HCL Technologies	7.26%	14218	2.73	Equity	IT - Software
Trent	6.70%	3537	2.52	Equity	Retail
Infosys	6.63%	13233	2.49	Equity	IT - Software
ITC	6.33%	49173	2.38	Equity	Tobacco Products
TCS	6.15%	5637	2.31	Equity	IT - Software
Nestle India	5.78%	10009	2.17	Equity	FMCG
Britannia Inds.	5.34%	4212	2.01	Equity	FMCG
Coal India	5.34%	52263	2.01	Equity	Mining & Mineral products
Tata Motors	5.11%	25910	1.92	Equity	Automobile
Adani Power	5.04%	35740	1.89	Equity	Power Generation & Distribution

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal S&P 500 Index Fund - Direct (G)	3744.47	0.20%	5.19%	9.19%	29.82%	14.74%
ICICI Pru NASDAQ 100 Index Fund - Direct (IDCW)	1754.04	-2.55%	4.82%	6.09%	28.99%	15.92%
ICICI Pru NASDAQ 100 Index Fund - Direct (G)	1754.04	-2.55%	4.81%	6.09%	28.99%	15.92%
ICICI Pru Nifty Pharma Index Fund-Dir (G)	87.91	-0.88%	-6.82%	5.39%	25.16%	-
ICICI Pru Nifty Pharma Index Fund-Dir (IDCW)	87.91	-0.88%	-6.82%	5.38%	25.16%	-

News

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the following schemes with effect from 10 January 2025.

Change in Fund Managers of the Schemes:

Scheme Name	Fund Manager (Existing)	Revised Fund Manager(s)
Motilal Oswal Large and Midcap Fund	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra
Motilal Oswal Midcap Fund	Mr. Niket Shah Mr. Ajay Khandelwal Mr. Santosh Singh	Mr. Niket Shah Mr. Ajay Khandelwal
Motilal Oswal ELSS Tax Saver Fund	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra
Motilal Oswal Focused Fund	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra
Motilal Oswal Balanced Advantage Fund	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra
Motilal Oswal Multi Asset Fund	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra
Motilal Oswal Manufacturing Fund	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra
Motilal Oswal Small Cap Fund	Mr. Ajay Khandelwal Mr. Niket Shah Mr. Santosh Singh	Mr. Ajay Khandelwal Mr. Niket Shah

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Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 24 December 2024

Change in Fund Managers of the Scheme:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Motilal Oswal Manufacturing Fund - For Equity Component	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra Mr. Bhalchandra Shinde - Associate Fund Manager
Motilal Oswal Asset Allocation Passive Fund of Fund ' Conservative ' (For Equity including overseas Index/ETFs & Gold passive funds)	Mr. Rouhak Shah	Mr. Bhalchandra Shinde
Motilal Oswal Asset Allocation Passive Fund of Fund ' Aggressive ' (For Equity including overseas Index/ETFs & Gold passive funds)	Mr. Rouhak Shah	Mr. Bhalchandra Shinde
Motilal Oswal Gold and Silver ETFs Fund of Funds	Mr. Rakesh Shetty	Mr. Bhalchandra Shinde

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Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 27 December 2024

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
Motilal Oswal Arbitrage Fund	0.25% - If redeemed within 30 days from the day 0 of allotment. Nil - If redeemed after 30 days from the day of allotment.	0.25% - If redeemed within 15 days from the day of allotment. Nil - If redeemed after 15 days from the day of allotment.

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Fund House Details & Investment Objective

Date of Incorporation

29 July 2022

Total AUM (Cr)

₹37.55

Motilal Oswal BSE Quality Index Fund (G) is an Index Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 29 July 2022, this fund is managed by Swapnil Mayekar. With assets under management (AUM) worth ₹37.55 (Cr), as of 16 January 2025, Motilal Oswal BSE Quality Index Fund (G) is categorized as a Index Fund within its segment. The fund has generated a return of 21.19% since its launch.
The current NAV of Motilal Oswal BSE Quality Index Fund (G) is ₹15.81, as on 16 January 2025. The fund's benchmark index is BSE Quality TRI. You can invest in Motilal Oswal BSE Quality Index Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.74% in Equity, 1.26% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 20.33% in IT-Software, 11.84% in Food Products, 8.92% in Automobiles, 6.56% in Personal Products, 6.38% in Retailing

FAQs

How to Invest in Motilal Oswal BSE Quality Index Fund (G) Direct Growth?

Motilal Oswal BSE Quality Index Fund (G) is a popular fund in the Index Fund segment. The fund has generated a return of 21.19% since inception. Looking to invest in Motilal Oswal BSE Quality Index Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal BSE Quality Index Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Motilal Oswal BSE Quality Index Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Motilal Oswal BSE Quality Index Fund (G) today and reap the benefits of this Index Fund fund!

How much returns has Motilal Oswal BSE Quality Index Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Motilal Oswal BSE Quality Index Fund (G) has generated annualised return of 10.17%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 21.19% returns.

What is the expense ratio of Motilal Oswal BSE Quality Index Fund (G) Direct Growth?

The expense ratio of Motilal Oswal BSE Quality Index Fund (G) Direct Growth is 1.03%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Motilal Oswal BSE Quality Index Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Motilal Oswal BSE Quality Index Fund (G) is ₹37.55 (Cr) as of 2025-01-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Motilal Oswal BSE Quality Index Fund (G) Direct Growth?

Redeeming or selling units of Motilal Oswal BSE Quality Index Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Motilal Oswal BSE Quality Index Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Motilal Oswal BSE Quality Index Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).