Motilal Oswal BSE Quality Index Fund Direct Growth

Motilal Oswal BSE Quality Index Fund Direct Growth is an equity fund. This fund was started on 22 August, 2022. The fund is managed by Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

1. Motilal Oswal BSE Quality Index Fund Direct Growth has ₹55 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Motilal Oswal BSE Quality Index Fund Direct Growth has given a CAGR return of 20.40% since inception. Over the last 1 year the fund has given a CAGR return of -6.77%.

Motilal Oswal BSE Quality Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Industrial, Consumer Defensive, Consumer Cyclical, Financial Services, Health, Basic Materials, Energy. Its top holdings are Bharat Electronics Ltd, Hindustan Aeronautics Ltd Ordinary Shares, Trent Ltd, Britannia Industries Ltd, HCL Technologies Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Quality Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal BSE Quality Index Fund Direct Growth has no lock in period.