Motilal Oswal BSE 1000 Index Fund

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹10.1788+0.51% 1 day change	0.54%	App exclusive #NA View Ranked Funds	₹52 Cr

Historical NAV & returns

NAV: ₹10.1788 as on Oct 20, 2025

This fund Category average

Motilal Oswal BSE 1000 Index Fund overview

AUM (Fund size)	₹52 Cr
Exit load	0%
Lock-in Period	Nil
Age	4 m since Jun 05, 2025
Benchmark	NA
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	1.07% as on Sep 30, 2025
Plan type	Regular
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Motilal Oswal BSE 1000 Index Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Oct 17, 2025

Period	This fund	Category average
1 Month	2.86%	2.39%
3 Months	2.93%	1.43%

Asset allocationas on Sep 30, 2025

Large Cap 67.27%

Mid Cap 17.63%

Small Cap 14.36%

Other Cap 0%

Top holdings

HDFC Bank Ltd.7.18%

ICICI Bank Ltd.4.79%

Reliance Industries Ltd.4.59%

Bharti Airtel Ltd.2.56%

Top sectors

Financial 26.72000000000001%

Energy 9.780000000000003%

Automobile 7.459999999999996%

Services 7.409999999999991%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 0.77%

Allocation by Instruments

CBLO 0.77367792%

Other Holdings

Bifurcation by Holding is not available for this fund

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal BSE 1000 Index Fund	2.86%	N.A.	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	2.5%	11.24%	6.3%	22.82%	27.08%	14.07%
HDFC NIFTY Midcap 150 Index Fund	2.52%	11.28%	6.28%	22.67%	13.04%	6.32%
SBI Nifty Midcap 150 Index Fund	2.53%	11.33%	6.35%	22.72%	13.28%	6.43%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	2.97%	8.09%	-0.86%	21.38%	12.33%	5.99%
Navi Nifty Midcap 150 Index Fund	2.42%	11.04%	5.86%	22.25%	15.02%	7.25%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal BSE 1000 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	15.65	0.99	0.92	1.29
HDFC NIFTY Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
SBI Nifty Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
Navi Nifty Midcap 150 Index Fund	15.59	0.99	0.89	1.27

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal BSE 1000 Index Fund	N.A.	52 Cr	4 m	1.07%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,631 Cr	6 yrs 2 m	1.0%
HDFC NIFTY Midcap 150 Index Fund	N.A.	406 Cr	2 yrs 6 m	0.83%
SBI Nifty Midcap 150 Index Fund	N.A.	905 Cr	3 yrs 1 m	0.78%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	1,184 Cr	2 yrs 11 m	1.1%
Navi Nifty Midcap 150 Index Fund	N.A.	324 Cr	3 yrs 8 m	1.0%

View all Mid Cap Index funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Motilal Oswal BSE 1000 Index Fund in detail with

About this fund

About Motilal Oswal BSE 1000 Index Fund

Motilal Oswal BSE 1000 Index Fund is a Mid Cap Index mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 4 m, having been launched on 05/06/2025. Motilal Oswal BSE 1000 Index Fund has ₹52 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal BSE 1000 Index Fund as of 20/10/2025 is ₹10.18. The fund has an expense ratio of 1.07%, which is higher than what most other Mid Cap Index funds charge.

The fund has the majority of its money invested in Financial, Energy, Automobile, Services, Technology sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Bharti Airtel Ltd., Infosys Ltd..

...

Fund AUM	52 Cr as on Sep 30, 2025
Scheme document	View Scheme Document

Investment objective

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE 1000 Index, subject to tracking error.

Motilal Oswal Mutual Fund details

No. of schemes	47 view all schemes
Total AUM	1,27,837 Cr as on Sep 30, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	34,749 Cr	-0.11%	33.38%
Motilal Oswal Large and Midcap Fund	N.A.	13,778 Cr	8.16%	28.46%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,631 Cr	6.3%	27.08%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	997 Cr	1.38%	27.0%
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,377 Cr	1.59%	25.64%
Motilal Oswal Nasdaq 100 FOF Scheme	N.A.	6,089 Cr	43.18%	22.46%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Motilal Oswal BSE 1000 Index Fund?

The current Net Asset Value (NAV) of the Motilal Oswal BSE 1000 Index Fund plan is approximately ₹10.1788 as of Oct 20, 2025.

How much does this mutual fund charge as expense ratio?

The Motilal Oswal BSE 1000 Index Fund has an expense ratio of 1.07%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal BSE 1000 Index Fund currently has assets under management (AUM) or fund size valued at approximately 52 Cr as on Sep 30, 2025.

What are the top stock holdings of Motilal Oswal BSE 1000 Index Fund?

The Motilal Oswal BSE 1000 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	7.18%
ICICI Bank Ltd.	4.79%
Reliance Industries Ltd.	4.59%
Bharti Airtel Ltd.	2.56%
Infosys Ltd.	2.56%
Larsen & Toubro Ltd.	2.13%
ITC Ltd.	1.93%
State Bank of India	1.8%
Axis Bank Ltd.	1.61%
Mahindra & Mahindra Ltd.	1.51%

What are the top sectors Motilal Oswal BSE 1000 Index Fund has invested in?

The Motilal Oswal BSE 1000 Index Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	26.72000000000001%
Energy	9.780000000000003%
Automobile	7.459999999999996%
Services	7.409999999999991%
Technology	7.369999999999996%
Consumer Staples	6.719999999999992%
Healthcare	6.399999999999996%
Capital Goods	6.059999999999997%
Construction	4.129999999999998%
Metals & Mining	3.969999999999998%

What is risk level of Motilal Oswal BSE 1000 Index Fund?

This is a Mid Cap Index fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Motilal Oswal BSE 1000 Index Fund?

Redeeming your investments in the Motilal Oswal BSE 1000 Index Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Mid Cap Index

#NA

Return Outperformance: This fund has generated highest return amongst Mid Cap Index funds in the last 3 Months .
Exit Load: This fund has no exit load.
Return/Risk: The fund is performing poorly than its category.