Motilal Oswal BSE Financials Ex-Bank 30 Index Fund Direct Growth

Scheme code: INF247L01BC9 NAV value: ₹ 16.3092 NAV date: 19 March, 2026 TER: 0.40%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	0.48	54.69	20.65	23.26	9.23
3 year	17.70	25.12	21.57	21.38	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	23.26
3 year	6.28	30.95	15.04	21.38
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	23.26
3 year	6.56	19.64	13.57	21.38
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	23.26
3 year	7.68	21.49	15.06	21.38
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	23.26
3 year	8.04	32.03	17.81	21.38
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,32,520 - Absolute Returns: ₹1,32,520 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,83,576 - Absolute Returns: ₹11,83,576 - CAGR: %

Max Drawdown

-16.45 %

Drawdown Duration

4 months

Recovery Time

4 months

Avg Drawdown

-4.09 %

1 Y

1.4143

3 Y

1.3

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	9.63	1.23	128.9	116.3	13.06 %	4.00 %
3 years	9.90	1.18	120.1	107.6	22.05 %	11.28 %
5 years	4.49	1.17	116.7	109.2	10.55 %	6.12 %
7 years	3.47	1.17	116.7	109.2	7.43 %	4.33 %
10 years	2.72	1.17	116.7	109.2	5.14 %	3.01 %
12 years	2.45	1.17	116.7	109.2	4.27 %	2.50 %
15 years	2.17	1.17	116.7	109.2	3.40 %	2.00 %