Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth
Expense Ratio: 0.32
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: BSE 1000 TRI
Inception: 05-06-2025
Exit Load: Nil
Fund Size:₹57.05 Cr
Performance
1Y
Fund0.13%
Cat. Avg.2.60%
2Y
FundN/A
Cat. Avg.3.27%
3Y
FundN/A
Cat. Avg.11.08%
5Y
FundN/A
Cat. Avg.11.42%
10Y
FundN/A
Cat. Avg.11.96%
SI
Fund-0.43%
Cat. Avg.7.43%
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 | 3.67 | 5.89% |
| 2 | ICICI Bank Limited | 2.98 | 4.77% |
| 3 | Reliance Industries Limited | 2.64 | 4.24% |
| 4 | Bharti Airtel Limited | 1.70 | 2.73% |
| 5 | Larsen & Toubro Limited | 1.46 | 2.34% |
| 6 | State Bank of India | 1.29 | 2.06% |
| 7 | Axis Bank Limited | 1.16 | 1.86% |
| 8 | Infosys Limited | 1.05 | 1.69% |
| 9 | Kotak Mahindra Bank Ltd | 0.87 | 1.40% |
| 10 | ITC Limited | 0.84 | 1.34% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61387 | +2.3% | +4.8% |
| SI | 07 Jul, 25 | 65000 | 66375 | +2.1% | +4.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.00 L. | +0.1% | +0.1% |
| SI | 01 Jul, 25 | 1 L. | 99550 | -0.4% | -0.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.