Motilal Oswal BSE Clean Environment Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is TATA POWER CO LTD with a portfolio weight of 14.84% .
The fund currently owns more than 31 stocks.
The top 10 holdings account for 79.87% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.35% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Utilities |
14.84%
|
|
| 2 | Industrials |
13.67%
|
|
| 3 | Utilities |
12.59%
|
|
| 4 | Utilities |
8.08%
|
|
| 5 | Electric Equipment - General |
7.03%
|
|
| 6 | Utilities |
6.77%
|
|
| 7 | Auto Ancl - Batteries |
6.67%
|
|
| 8 | Electric Equipment - General |
4.09%
|
|
| 9 | Aerospace & Defense |
3.37%
|
|
| 10 | Utilities |
2.76%
|
|
| 11 | Power - Generation/Distribution |
2.31%
|
|
| 12 | Auto - 2 & 3 Wheelers |
2.22%
|
Minimum Purchase: ₹500
Exit Load: 1 % - If redeemed on or before 15 days from the allotment. Nil - If redeemed after 15 days from the allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal BSE Clean Environment Index Fund - Direct Plan is managed by MOTILALOSWAL .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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