EquityIndex - OthersVery High Risk

Motilal Oswal BSE Clean Environment Index Fund - Direct

Motilal Oswal Asset Management Company Limited · Direct Plan · Growth

…annualised since inception₹8.48NAV · 21 Oct 2026

Fund overview

AUM
₹49 Cr
Expense Ratio
1.27%
Launch Date
25-Jun-26
Benchmark
BSE Clean Environment Index
Min. SIP
₹500
Min. Lumpsum
₹500
CAGR (Inception)
—
Risk Level
Very High
Exit Load

1% on or before 15D, Nil after 15D

Returns & rankings

PeriodFund ReturnsCategory Avg.RankVS Category
…

Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.

Return calculator

One-time investment

₹1,000

Over the pastTotal investmentWould've becomeReturns
1 Year₹1,000——
3 Years₹1,000——
5 Years₹1,000——

Historical returns aren't available in the current data feed yet — projections will appear once the returns API is live. Mutual fund investments are subject to market risks.

Holdings

29 securities

Top 10 holdings make up 78.3% of the portfolio.

SecuritySectorMarket CapWeight
Tata Power Co. LtdPowerLarge Cap15.56%
Suzlon Energy LtdElectrical EquipmentMid Cap13.14%
Adani Green Energy LtdPowerLarge Cap11.59%
JSW Energy LtdPowerMid Cap8.19%
NHPC LtdPowerMid Cap7.47%
Ather Energy LtdAutomobiles & ComponentsSmall Cap7.44%
Waaree Energies LtdElectrical EquipmentMid Cap6.20%
MTAR Technologies LtdAerospace & DefenseSmall Cap4.65%
Premier Energies LtdElectrical EquipmentMid Cap4.04%
VA Tech Wabag LtdOther UtilitiesSmall Cap2.59%

Portfolio Allocation

Equity / Debt / Cash

Equity
100.4%

Total Value

₹49 Cr

Market Cap Split

Large Cap
27.0%
Mid Cap
41.3%
Small Cap
31.7%

Total Value

100%

Equity sector allocation

Power
49.51%
Electrical Equipment
28.76%
Automobiles & Components
11.03%
Aerospace & Defense
4.63%
Other Utilities
3.94%
Minerals & Mining
1.26%
Chemicals & Petrochemicals
0.43%
Textiles & Apparels
0.43%

Total Value

₹49 Cr

Exit load, stamp duty & tax

Exit Load History

25-Jun-26

1% on or before 15D, Nil after 15D

Stamp Duty

0.005% (from July 1st, 2020)

Tax Implication

Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.

Risk & Performance Ratios (1Y)

Standard Deviation--
Beta--
Sharpe Ratio--
Sortino Ratio--
Treynor Ratio--
Jensen's Alpha--
Information Ratio--
R-Squared--
Max Drawdown--
Upside Capture--
Downside Capture--

Fund management

S
Swapnil P Mayekar
Lead Fund Manager
D
Dishant Mehta
Fund Manager

Scheme Details

ISININF247L01HC6
Exit Load1% on or before 15D, Nil after 15D
Age0 years 4 months

Investment objective

The Investment Objective Of The Scheme Is To Provide Returns That, Before Expenses, Correspond To The Total Returns Of The Securities As Represented By Bse Clean Environment Index, Subject To Tracking Error.However, There Can Be No Assurance Or Guarantee That The Investment Objectives Of The Scheme Will Be Achieved.

Fund house

Motilal Oswal Asset Management Company Limited

Total AUM (this fund)
₹49 Cr
AMC Code
AMC26
Scheme Code
154364
ISIN (Growth/Payout)
INF247L01HC6
Scheme Documents
View on AMC website

Frequently asked questions

What is the NAV of Motilal Oswal BSE Clean Environment Index Fund - Direct?

The NAV of Motilal Oswal BSE Clean Environment Index Fund - Direct is ₹8.48 as of 21 Oct 2026. NAV is updated at the end of every trading day.

How much expense ratio is charged by Motilal Oswal BSE Clean Environment Index Fund - Direct?

The expense ratio charged by Motilal Oswal BSE Clean Environment Index Fund - Direct is 1.27%.

What is the Min. SIP of Motilal Oswal BSE Clean Environment Index Fund - Direct?

The minimum SIP investment in Motilal Oswal BSE Clean Environment Index Fund - Direct is ₹500 per month.

What is the Min. Lumpsum of Motilal Oswal BSE Clean Environment Index Fund - Direct?

The minimum lumpsum investment in Motilal Oswal BSE Clean Environment Index Fund - Direct is ₹500.

What is the Exit Load of Motilal Oswal BSE Clean Environment Index Fund - Direct?

The exit load for Motilal Oswal BSE Clean Environment Index Fund - Direct is: 1% on or before 15D, Nil after 15D

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