Motilal Oswal BSE Quality Index Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.25%
Fund NAV

Fund Overview of Motilal Oswal BSE Quality Index Fund Direct-Growth

  • ₹61.0 Cr
    AUM
  • ₹17.95
    NAV
  • 0.43%
    Expense Ratio
As on Mon Aug 03, 2026
Calculate your Returns
How much do you want to invest monthly?

Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
1,39,328.64
Become Crorepati

Motilal Oswal BSE Quality Index Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.25% NA NA
6 Months 2.45% NA NA
1 Year 8.20% 8.20% NA
2 Years -3.96% -2.00% NA
3 Years 52.11% 15.01% NA
View More
As on Mon Aug 03, 2026

Asset Allocation of Motilal Oswal BSE Quality Index Fund Direct-Growth

equities

99.67%

other assets or cash equivalents

0.34%
Large Cap: 52.43%
Mid Cap: 44.69%
Small Cap: 2.88%
Other: 0.00%
Top Holdings
Hcl Technologies Ltd
6.90%
Ge T&d India Ltd
6.83%
Coal India Ltd
6.71%
Cummins India Ltd
6.64%
Ge T&d India Ltd
6.75%
 
Top Sectors
Industrials
86.51%
Technology
26.50%
Materials
13.52%
Consumer Staples
6.53%
Detailed Portfolio Analysis
As on Mon Aug 03, 2026
Invest Now

About Fund

About Motilal Oswal BSE Quality Index Fund Direct-Growth

Launched on 22 Aug 2022, the fund aims Returns that correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error. Long term capital growth. It manages assets worth ₹61.0 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.43%.
The portfolio allocation consists of 99.67% in equities, 0.34% in other assets or cash equivalents.Managed by Swapnil P Mayekar, it has delivered a return of 8.20% in the last year, a total return since inception of 15.95%.
Those exploring investment options frequently consider different best sip to invest so they can create disciplined financial stability.

Read more
  • Dishant Mehta

    Fund Manager

  • Bachelors of Science (B.SC)

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Swapnil P Mayekar

    Fund Manager

  • Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

    Manager Education

Key Metrics of Motilal Oswal BSE Quality Index Fund Direct-Growth

  • Standard Deviation
    17.89%
  • Mean
    15.12%
  • Sharpe Ratio
    0.52%
  • Alpha
    2.32%
  • Beta
    1.06%
  • Sortino Ratio
    0.82%

Motilal Oswal BSE Quality Index Fund Direct-Growth Fund Details

Fund Names Motilal Oswal BSE Quality Index Fund Direct-Growth
Inception Date 22 Aug 2022
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Motilal Oswal BSE Quality Index Fund Direct-Growth Fund Returns Comparison

Compare Motilal Oswal BSE Quality Index Fund Direct-Growth with other mutual funds in the same category

Motilal Oswal BSE Quality Index Fund Direct-Growth

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,409 4.03% 6.93% 6.08% 12.67% 11.75%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,527 4.32% 8.59% 7.08% 13.00% 11.71%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,308 3.21% 5.69% 5.29% 12.14% 11.25%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,308 3.21% 5.69% 5.29% 12.14% 11.25%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,308 3.16% 5.56% 4.83% 11.74% 10.77%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,308 3.16% 5.56% 4.83% 11.74% 10.77%
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹8,541 1.15% 2.44% 3.28% 12.90% 10.69%
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹8,541 1.11% 2.32% 2.81% 12.37% 10.15%
SBI Nifty 200 Quality 30 ETF-Growth trend ₹78 5.26% 4.58% 5.74% 10.91% 9.67%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-Growth increase ₹972 1.08% 2.08% 0.38% 2.15% 11.79%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-Growth increase ₹972 1.14% 2.28% 0.75% 2.88% 12.57%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-Growth increase ₹801 1.59% 3.74% 4.55% 4.37% -
Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-Growth increase ₹801 1.54% 3.57% 4.21% 3.67% -
Motilal Oswal Active Momentum Fund Regular-Growth increase ₹756 -0.15% 10.56% 14.63% 26.18% -
Motilal Oswal Active Momentum Fund Direct-Growth increase ₹756 -0.14% 10.59% 14.69% 26.31% -
Motilal Oswal Active Momentum Fund Regular-IDCW increase ₹756 -0.15% 10.56% 14.63% 26.18% -
Motilal Oswal Active Momentum Fund Direct-IDCW increase ₹756 -0.14% 10.59% 14.69% 26.31% -
Motilal Oswal Nifty 500 Momentum 50 ETF-Growth increase ₹398 1.59% 3.79% 4.62% 4.44% -
Motilal Oswal Nifty 200 Momentum 30 ETF-Growth increase ₹128 1.15% 2.31% 0.82% 3.00% 12.59%
View More
increase growth is based on 1-month returns of the funds

Motilal Oswal BSE Quality Index Fund Direct-Growth Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹8,541 ₹20.82 12.37% 10.15% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹8,541 ₹21.38 12.90% 10.69% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,409 ₹23.08 12.67% 11.75% -
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

Motilal Oswal BSE Quality Index Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hcl Technologies LtdTechnology6.90%₹4.25 Cr
Ge T&d India LtdIndustrials6.83%₹4.24 Cr
Coal India LtdMaterials6.71%₹4.13 Cr
Cummins India LtdIndustrials6.64%₹4.12 Cr
Ge T&d India LtdIndustrials6.75%₹4.12 Cr
Ge T&d India LtdIndustrials6.75%₹4.12 Cr
Ge T&d India LtdIndustrials6.75%₹4.12 Cr
Ge T&d India LtdIndustrials6.75%₹4.12 Cr
Nestle India LtdConsumer Staples6.53%₹4.02 Cr
Coal India LtdMaterials6.82%₹3.98 Cr
Cummins India LtdIndustrials6.51%₹3.98 Cr
Cummins India LtdIndustrials6.51%₹3.98 Cr
Cummins India LtdIndustrials6.51%₹3.98 Cr
Cummins India LtdIndustrials6.51%₹3.98 Cr
Infosys LtdTechnology6.38%₹3.93 Cr
Bharat Electronics LtdIndustrials7.30%₹3.91 Cr
Hcl Technologies LtdTechnology6.65%₹3.89 Cr
Hcl Technologies LtdTechnology6.57%₹3.88 Cr
Suzlon Energy LtdIndustrials6.35%₹3.87 Cr
Suzlon Energy LtdIndustrials6.35%₹3.87 Cr
View More

Top Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal BSE Quality Index Fund Direct-Growth

What is the current AUM of Motilal Oswal BSE Quality Index Fund Direct-Growth?

As of Tue Jun 30, 2026, Motilal Oswal BSE Quality Index Fund Direct-Growth manages assets worth ₹61.0 crore

How has Motilal Oswal BSE Quality Index Fund Direct-Growth performed recently?

  • 3 Months: 1.25%
  • 6 Months: 2.45%

What is the long-term performance of Motilal Oswal BSE Quality Index Fund Direct-Growth?

  • 3 Years CAGR: 15.01%
  • Since Inception: 15.95%

What is the portfolio composition of Motilal Oswal BSE Quality Index Fund Direct-Growth?

Equity: 99.67%, Others: 0.34%.

Who manages Motilal Oswal BSE Quality Index Fund Direct-Growth?

Motilal Oswal BSE Quality Index Fund Direct-Growth is managed by Swapnil P Mayekar from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal BSE Quality Index Fund Direct-Growth?

Large Cap: 52.43%, Mid Cap: 44.69%, Small Cap: 2.88%.

Which are the top companies Motilal Oswal BSE Quality Index Fund Direct-Growth has invested in?

  • HCL Technologies Ltd – 6.90% of the fund's portfolio
  • GE T&D India Ltd – 6.83% of the fund's portfolio
  • Coal India Ltd – 6.71% of the fund's portfolio
  • Cummins India Ltd – 6.64% of the fund's portfolio
  • GE T&D India Ltd – 6.75% of the fund's portfolio

Which are the major sectors Motilal Oswal BSE Quality Index Fund Direct-Growth focuses on?

  • Industrials – 86.51% of the fund's portfolio
  • Technology – 26.50% of the fund's portfolio
  • Materials – 13.52% of the fund's portfolio
  • Consumer Staples – 6.53% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Invest ₹10K/Month & Get ₹1 Crore# Tax-Free*
*under 10(10D)
Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.