Fund Overview
Fund

Motilal Oswal BSE Quality Index Fund

Underlying Index: BSE QualityISIN: INF247L01BI6

17.15-0.25% (1Y)
End of Day NAV as on Sep 10, 2026
15.416.116.917.618.4Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeStrategy Index
No. of Companies30
Market Cap FocusLarge & Mid Cap
P/E39.61
P/B15.54
Div Yield1.99%
Std Deviation (1 yr)0.88%

Fund Parameters

AUM (Cr)61
Base Expense Ratio0.35%
Tracking Error0.52%
All-In-Cost0.87%
Inception Date22 Aug 2022
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund NameLast CloseAUM (Cr)Avg Exp RatioTracking Error1M ADTO (Cr)1M Avg NAV GapAll-In-CostScore
195.85310.34%0.50%1-0.03%0.84%

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Fund NameLast CloseAUM (Cr)Avg Exp RatioTracking ErrorAll-In-CostScore
N/A580.30%0.52%0.82%

Sectoral Allocation

Total
100%
allocation
  • FMCG28.5%
  • Capital Goods17.4%
  • Automobile & Ancillaries12.7%
  • IT12.6%
  • Finance8.1%
  • Non - Ferrous Metals5.1%
  • Consumer Durables5.0%
  • Textile2.8%
  • Healthcare2.7%
  • Ship Building1.6%
  • Hospitality1.3%
  • Miscellaneous1.1%
  • Trading1.1%
  • Ratings0.9%

Fund Holdings

NameWeight
Hindustan Aeronautics Ltd.6.5%
Cummins India Ltd.6.2%
Nestle India Ltd.6.1%
GE Vernova T&D India Ltd.5.8%
Hindustan Unilever Ltd.5.5%
Hero MotoCorp Ltd.5.4%
Tata Consultancy Services Ltd.5.4%
ITC Ltd.5.1%
Suzlon Energy Ltd.5.1%
Dixon Technologies (India) Ltd.5.0%
Infosys Ltd.5.0%
HDFC Asset Management Company Ltd.5.0%
Britannia Industries Ltd.4.9%
Marico Ltd.3.7%
Page Industries Ltd.2.8%
National Aluminium Company Ltd.2.7%
Hindustan Zinc Ltd.2.3%
Colgate-Palmolive (India) Ltd.2.2%
Oracle Financial Services Software Ltd.2.2%
Nippon Life India Asset Management Ltd.1.9%
Mazagon Dock Shipbuilders Ltd.1.6%
Abbott India Ltd.1.5%
Indian Railway Catering And Tourism Corporation Ltd.1.3%
Glaxosmithkline Pharmaceuticals Ltd.1.2%
ICICI Prudential Asset Management Company Ltd.1.2%
Tri-Party Repo (TREPS)1.1%
Premier Energies Ltd.1.1%
Castrol India Ltd.1.0%
CRISIL Ltd.0.9%
Emami Ltd.0.5%
Gillette India Ltd.0.5%
Net Current Asset-0.8%

Holdings Concentration

Total covered: 101%
Top 1–5
5 holdings
30.2%
30%
share
Top 6–10
5 holdings
26.1%
26%
share
Top 11–20
10 holdings
32.7%
32%
share
Beyond 20
11 holdings
11.8%
12%
share

Market Cap Classification

Total
100%
allocation
  • Large Cap53.2%
  • Mid Cap43.5%
  • Small Cap2.9%

Advanced Ratios

Alpha0.03
Beta0.86
Sharpe Ratio0.03
Sortino Ratio0.05
Treynor Ratio0.03
Information Ratio0.05
Upside Capture91.64%
Downside Capture82.67%

Index Methodology

Factor BasisQuality
UniverseBSE Large & MidCap
WeightageFactor tilt: FF Marketcap x Normalized Quality Score . Max Weight per stock = 5%
Stocks IncludedTop 30 stocks in the BSE Large MidCap Index, based on their quality scores are selected.
ExclusionsConstituents moving out of the BSE Large MidCap and currently part of BSE Quality Index are excluded; Rank of stock falls beyond 36

Fund • Last updated: 11/09/2026