Motilal Oswal BSE 1000 Index Fund - Regular Plan - Growth
Expense Ratio: 1.06
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: BSE 1000 TRI
Inception: 05-06-2025
Exit Load: Nil
Fund Size:₹57.05 Cr
Performance
1Y
Fund-0.93%
Cat. Avg.1.93%
2Y
FundN/A
Cat. Avg.2.77%
3Y
FundN/A
Cat. Avg.10.71%
5Y
FundN/A
Cat. Avg.10.80%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund-1.41%
Cat. Avg.6.96%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 6.44 | 6.16% |
| 2 | Reliance Industries Limited | 5.25 | 5.02% |
| 3 | ICICI Bank Limited | 4.98 | 4.76% |
| 4 | Bharti Airtel Limited | 2.94 | 2.81% |
| 5 | Infosys Limited | 2.52 | 2.41% |
| 6 | Larsen & Toubro Limited | 2.37 | 2.26% |
| 7 | State Bank of India | 2.35 | 2.25% |
| 8 | Axis Bank Limited | 1.92 | 1.83% |
| 9 | ITC Limited | 1.60 | 1.53% |
| 10 | Mahindra & Mahindra Limited | 1.53 | 1.46% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61017 | +1.7% | +3.6% |
| SI | 07 Jul, 25 | 65000 | 65955 | +1.5% | +2.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 99065 | -0.9% | -0.9% |
| SI | 01 Jul, 25 | 1 L. | 98540 | -1.5% | -1.4% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.