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Motilal Oswal BSE Quality Index Fund

An open ended fund replicating/tracking BSE Quality Total Return Index

  • investedProple:6,836

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_S4.svg

  • dateAsOn:28 Feb 2026

  • schDetail:

    • exitLoad:

      1%- If redeemed on or before 15 days from the Inception Date. Nil- If redeemed after 15 days from the Inception Date

    • nfoStartDate: 29-Jul-2022

    • sebiCategory: Index Fund

    • cmotsGroupCode: MO43058

    • dateOfAllotment: 2022-08-22

    • schemeName: Motilal Oswal BSE Quality Index Fund

    • nfoEndDate: 12-Aug-2022

    • CMOTSAMCCode: 38442

    • fundCategoryCode: IF

    • schcode: S4

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 1:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:index-funds
    • 2: motilal-oswal-amc:factor

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01BI6
      • amfi_schcode: 150521
      • cmt_schcode: 43059

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01BJ4
      • amfi_schcode: 150522
      • cmt_schcode: 43058

  • nav:

    • 0:

      • latnav: 16.9559
      • optioncode: G
      • plancode: GD
      • prodcode: S4GD
      • nav_date: 01-Apr-2026
      • nav_amount: 15.9989
      • recdt: 01-Apr-2026
      • navchng: 0.44
      • navchngper: 2.77

    • 1:

      • latnav: 16.5503
      • optioncode: G
      • plancode: GP
      • prodcode: S4GP
      • nav_date: 01-Apr-2026
      • nav_amount: 15.6067
      • recdt: 01-Apr-2026
      • navchng: 0.43
      • navchngper: 2.77

  • returns:

    • 0:

      • oneYear_Ret: 16.7
      • oneYear_marketValue: 11669.901442572404
      • threeYear_Ret: 18.45
      • threeYear_marketValue: 16620.1725151931
      • inception_Ret: 16.17
      • inception_marketValue: 16955.899999999998
      • latNavDate: 2026-02-28
      • prodcode: S4GD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 150521
      • cmt_schcode: 43059
      • isin: INF247L01BI6

    • 1:

      • oneYear_Ret: 15.9
      • oneYear_marketValue: 11589.927100329836
      • threeYear_Ret: 17.63
      • threeYear_marketValue: 16277.969569108809
      • inception_Ret: 15.37
      • inception_marketValue: 16550.3
      • latNavDate: 2026-02-28
      • prodcode: S4GP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 150522
      • cmt_schcode: 43058
      • isin: INF247L01BJ4

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Historical Performance

CAGR

planList:

  • 0:

    • sixth_char_name: D
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • groupedName: Direct Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01BI6
    • amfi_schcode: 150521
    • cmt_schcode: 43059

  • 1:

    • sixth_char_name: R
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • groupedName: Regular-Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01BJ4
    • amfi_schcode: 150522
    • cmt_schcode: 43058

  • returns:

    • 0:

      • oneYear_Ret: 16.7
      • oneYear_marketValue: 11669.901442572404
      • threeYear_Ret: 18.45
      • threeYear_marketValue: 16620.1725151931
      • inception_Ret: 16.17
      • inception_marketValue: 16955.899999999998
      • latNavDate: 2026-02-28
      • prodcode: S4GD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 150521
      • cmt_schcode: 43059
      • isin: INF247L01BI6

    • 1:

      • oneYear_Ret: 15.9
      • oneYear_marketValue: 11589.927100329836
      • threeYear_Ret: 17.63
      • threeYear_marketValue: 16277.969569108809
      • inception_Ret: 15.37
      • inception_marketValue: 16550.3
      • latNavDate: 2026-02-28
      • prodcode: S4GP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 150522
      • cmt_schcode: 43058
      • isin: INF247L01BJ4

  • bmCode: 2339

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Periodic Returns

Data as on 28 Feb 2026

CAGR
Current value of Investment of ₹10,000

Date of inception: 22-Aug-2022. = Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. Funds managed by Mr. Swapnil Mayekar Mr. Rakesh Shetty and Mr. Dishant Mehta, managing this fund since 15-Oct-2024. (Data as on 30th November 2024)

See other funds managed by the Fund Manager

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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

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Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

Minimum Application Amount

Minimum Redemption Amount

Latest AUM

Portfolio Turnover Ratio

Plans

Options (Under each plan)

Benchmark

Total Expense Ratio

Inception date

Entry Load

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      1%- If redeemed on or before 15 days from the Inception Date. Nil- If redeemed after 15 days from the Inception Date

    • nfoStartDate: 29-Jul-2022

    • sebiCategory: Index Fund

    • cmotsGroupCode: MO43058

    • dateOfAllotment: 2022-08-22

    • schemeName: Motilal Oswal BSE Quality Index Fund

    • nfoEndDate: 12-Aug-2022

    • CMOTSAMCCode: 38442

    • fundCategoryCode: IF

    • schcode: S4

  • fundManager:

    • 0:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • designation: Fund Manager

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • designation: Fund Manager/Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • description:

        Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Prior to joining Motilal Oswal Asset Management Company, Mr. Mehta has worked with Emkay Global Financial Services Limited, Anand Rathi Shares & Stock Brokers Limited, Kotak Securities Limited and Angel Broking Limited.

      • designation: Manager, Associate Fund Manager and Passive Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png

      • fundManagerName: Dishant Mehta

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/dishant-mehta

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Downloads

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Frequently Asked Questions

Are index funds suitable for beginners?

Index funds follow a benchmark and therefore their behaviour is easier to understand compared to strategies involving frequent portfolio adjustments.

Do index funds guarantee returns?

Index funds reflect market performance, and the returns depend on the movement of the underlying index. So, there are no guaranteed returns.

Are index funds suitable for long-term goals?

Index funds are often termed long-term investments as, over time, they track overall market trends.

What are the expected returns of index funds?

Returns vary with index performance. The aim of the fund is to replicate the benchmark instead of generating fixed returns.

Do index funds pay dividends?

Some schemes may offer dividend options depending on their distribution policy.

How much should I invest in index funds?

The amount depends on minimum investment requirements and personal allocation preferences.

How do Motilal Oswal index funds work?

Motilal Oswal index fund schemes replicate a benchmark by investing in its constituent securities in similar proportions and updating holdings when the index changes.

Why should you invest in Motilal Oswal index funds?

They provide benchmark-linked participation through a structured passive investment framework.

What are the basic requirements to invest in Motilal Oswal index funds?

Investors must complete registration, verification and payment procedures through authorised platforms.

How are index funds different from actively managed mutual funds, ETFs and stocks?

Index funds are passive mutual funds tracking benchmarks. Active mutual funds involve stock selection. ETFs trade on exchanges during market hours, while stocks represent ownership in individual companies.

What are exit loads and how are they levied on index funds?

Some schemes may apply exit loads if units are redeemed within a specified period, as mentioned in scheme documents.

What is the minimum investment both in lumpsum and SIP?

Minimum investment amounts vary by scheme and are specified in the scheme information document.

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Learning Resource Vault

Learn with Motilal Oswal

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  • Podcast

    • 4 min listen
    • July 7, 2022

  • Ep. 12: Wisdom Tree (part 1)

  • On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.

  • Listen Now

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*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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