Motilal Oswal BSE 1000 Index Fund Review – Motilal Oswal BSE 1000 Index Fund Review Direct NFO Open on 05 June 2025 and Close on 19 June 2025. Motilal Oswal BSE 1000 Index Fund Direct NFO Allotment Date is 25 June 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open-ended fund replicating/tracking the BSE 1000 Total Return Index.
Scheme Benchmark: Nifty Healthcare TRI
Motilal Oswal BSE 1000 Index Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| Sun Pharmaceutical Industries Ltd. | 19.64 |
| Divi's Laboratories Ltd. | 9.12 |
| Max Healthcare Institute Ltd. | 9.08 |
| Cipla Ltd. | 8.95 |
| Dr. Reddy's Laboratories Ltd. | 8.29 |
| Apollo Hospitals Enterprise Ltd. | 7.55 |
| Lupin Ltd. | 5.14 |
| Fortis Healthcare Ltd. | 4.00 |
| Torrent Pharmaceuticals Ltd. | 3.61 |
| Aurobindo Pharma Ltd. | 3.49 |
Motilal Oswal BSE 1000 Index Fund Important Date
| Scheme Offer | Motilal Oswal Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 05 June 2025 |
| Close Date | 19 June 2025 |
| Allotment Date | 25 June 2025 |
| Category | Index Fund |
| Min Inv ₹ | ₹500 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty Healthcare TRI |
Investment Objective of the Scheme?
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty Healthcare Index, subject to tracking error.
Motilal Oswal BSE 1000 Index Fund Other Details
| Exit Load | 1% |
|---|---|
| Exit Load Details | Exit load of 1%, if redeemed within 15 days. |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 500 |
| Min. SIP | Rs. 500 |
Motilal Oswal BSE 1000 Index Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Equity and Equity Related Securities of companies constituting Nifty Healthcare Index, the Underlying Index | 95% | 100% |
| Cash and Cash Equivalents | 0% | 5% |
Manager Manage the Scheme?
Fund Manger : Mr. Anil Ghelani
Qualification : Chartered Financial Analyst (CFA Institute USA) Chartered Accountant (ICAI India) B. Com. (H. R. College University of Mumbai)
Experience : Over 26 years of experience as under: From April 2023 to present – DSPAM – Head of Passive Investments & Products. From April 16, 2018 to March 31, 2023 – DSPIM – Head of Passive Investments & Products.
Fund Manger : Mr.Diipesh Shah
Qualification : B Com , ACA, Candidate of the CFA Program, CFA Institute USA, Level I Cleared
Experience : Over 22 years of experience as under: From April 2023 to present – DSPAM – Fund Manager – ETF and Passive Investments. From November 2020 to March 2023 – DSPIM – Fund Manager – ETF and Passive Investments.
Motilal Oswal BSE 1000 Index Fund Index Return
| Index Return | QTD | YTD | 1 Year | 5 Years | Since Inception |
|---|---|---|---|---|---|
| Price Return | 1.53 | -7.10 | 17.76 | 19.57 | 13.93 |
| Total Return | 1.53 | -6.91 | 18.44 | 20.37 | 14.88 |
Where Will the Scheme Invest?
- Equity and Equity related Securities of companies constituting Nifty Healthcare Index.
- Stock futures/index futures and such other permitted derivative instruments only for portfolio rebalancing.
- Cash and Cash Equivalents.
- Investment in Short Term Deposits.
Investment Strategies
- Strategy for Equity Securities
- Strategy for Derivatives
- Portfolio Turnover Policy
Also Read: ICICI Prudential Nifty200 Quality 30 Index Fund
Motilal Oswal BSE 1000 Index Fund Registrar
KFIN TECHNOLOGIES LIMITED
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna
Motilal Oswal BSE 1000 Index Fund Form Download
People also ask F&Q
Question 1: Is Motilal Oswal BSE 1000 Index Fund good or bad?
Answer 1: Yes, Motilal Oswal BSE 1000 Index Fund is a good choice for investors & Retailer Also.
Question 2: What NAV will I get, if I invest in NFO period of Motilal Oswal BSE 1000 Index Fund?
Answer 1: A NAV of approx ₹10.00/-
