Motilal Oswal Nifty MidSmall Financial Services 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 BSE LTD with a portfolio weight of 13.50% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 61.59% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 46.33% | 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 | 0.55% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
13.50%
|
|
| 2 | Financials |
8.01%
|
|
| 3 | Exchange Platform |
6.22%
|
|
| 4 | Financials |
6.04%
|
|
| 5 | Financials |
5.37%
|
|
| 6 | Financial Technologies (Fintech) |
5.12%
|
|
| 7 | Financials |
5.09%
|
|
| 8 | Financial Technologies (Fintech) |
5.02%
|
|
| 9 | Finance - Banks - Private Sector |
3.62%
|
|
| 10 | Financials |
3.60%
|
|
| 11 | Financials |
3.58%
|
|
| 12 | Financials |
3.02%
|
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Nifty MidSmall Financial Services 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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