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Index Fund📊 BSE QUALITY - TRI

Motilal Oswal BSE Quality Index Fund · Regular · Growth

Motilal Oswal Mutual Fund

#102 of 243 (1Y)

NAV

₹17.1930

as of 16 Jun 2026

Expense Ratio

1.06%

AUM

₹59 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.42%
3Y
+14.58%
5Y
Since Inception
+15.26%

SIP returns (XIRR)

1Y
+5.66%
3Y
+8.01%
5Y
Since Inception
+11.25%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹23,000

Invested

₹27,387

Value today

9.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,664

Value today

14.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹9,57,027

Value today

-4.1%

vs lumpsum

Direct lumpsum would have beaten STP by 4.1% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.04

Sharpe Ratio

Alpha

Beta

-0.04

Sortino

14.96%

Std Dev

-14.01%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
BenchmarkBSE QUALITY - TRI
Launch Date22 Aug 2022
AMFI Code150522
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Motilal Oswal BSE Quality Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Motilal Oswal BSE Quality Index Fund · Regular · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹58.8 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE QUALITY - TRI. The current expense ratio is 1.06%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations