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Index • Multi Cap Index Fund • BSE 1000 - TRI

Motilal Oswal BSE 1000 Index Fund(G)-Direct Plan

1 Finance Rank:
11
1 Finance Score:
46100
Tracking Error Score
8
Tracking Difference Score
50
Expense Ratio Score
71
Fund Age Score
2
1 Finance Research updated as on March 2026
1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.
AUM
₹ 52 Cr
NAV
₹ —()
No. of Stocks
1001(As on 30-Apr-2026)
Fund Logo

11

Index • Multi Cap Index Fund • BSE 1000 - TRI

Motilal Oswal BSE 1000 Index Fund(G)-Direct Plan

This fund ranks 11th out of 12 funds in its category.

AUM₹ 52 Cr
NAV₹ —()
No. of Stocks1001(As on 30-Apr-2026)
1 Finance Score: 46/100
Tracking Error Score
8
Tracking Difference Score
50
Expense Ratio Score
71
Fund Age Score
2
1 Finance Research updated as on March 2026
1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.

Rolling Returns

Avg. Rolling Returns1 year3 year5 year7 year
Avg. Rolling Returns
1 Year
3 Years
5 Years
7 Years

"80% of mutual fund schemes lose 25% or more value due to commissions in 10 years." Source: 1 Finance Research

Fundamental Ratios

Score Trend

1000
Fund Age
1 years
Tracking Error
0.271%
Tracking Difference
-

*Most top-ranked mutual funds won't hold their rank for long. Source: 1 Finance Research

Portfolio summary

Asset Allocation

Equity
Others
99.72%
0.16%

Market Capitalisation

Large Cap
65.85%
Mid Cap
17.96%
Small Cap
15.65%
Others
0.38%

Top Holdings

Holding NamesAssets (%)
HDFC Bank Ltd.5.87%
Reliance Industries Ltd.4.83%
ICICI Bank Ltd.4.51%
Bharti Airtel Ltd.2.68%
Larsen & Toubro Ltd.2.34%

*Most active equity funds don't beat their own benchmark over the long run. Source: 1 Finance Research

*Portfolio summary is updated on April 2026.

*A strong-looking portfolio on paper may still clash with your needs. Make sure to align it with your needs and time horizon.

Peer comparison

Fund List1 F scoreFund SizeExpense Ratio

*1F Score is updated quarterly, expense ratio was updated on May 2026. CAGR is updated daily.

Pros and Cons

Pros
Cons
High tracking difference, indicating longterm returns deviate significantly from the benchmark.
High tracking error, meaning the fund frequently deviates from the benchmark.

Should you invest?

Invest if you are :

  • Looking for diversified exposure across large, mid, and smallcap companies in a single fund.

Avoid if you are :

  • Uncomfortable with significant allocation to mid and smallcap stocks.

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Taxation

If sold before 1 year

  • short term capital gains taxed at 20%.

If sold after 1 year

  • long term capital gains above ₹1.25 lakh taxed at 12.5%.

Scheme Details

Scheme 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 1000 Index, subject to tracking error.

Exit Load

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

Minimum investment amount

Lumpsum

₹ 100 (open for subscription)

Other details

Founded In2026
Email Addressmfservice@motilaloswal.com
Fund Manager NameTotal Exp. (Years)No. of Funds Managed
Dishant Mehta1.421
Rakesh Shetty3.321
Swapnil P Mayekar6.521

About Motilal Oswal MF

  • Motilal Oswal MF is one of India's mutual fund houses, offering a range of investment products including equity, debt, and hybrid schemes to help investors meet their financial goals.

Don't chase past returns.
Build a portfolio for the future

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Our Advisory Includes

  • Portfolio diversification
  • Mutual fund tax harvesting
  • Fund overlap check & more

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We look where past returns don't

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Frequently Asked Questions

How do I choose the right index fund for my portfolio?

The right index fund depends on your goals, risk tolerance, and investment horizon. Look at the type of index it tracks, fund consistency over time, and costs like the expense ratio. Focus on how it fits within your overall portfolio rather than chasing short-term returns. A steady alignment with your long-term plan matters most.

A quick conversation with a Qualified Financial Advisor will save you a lot of guesswork. He will assess your risk profile, personal goals, making your portfolio more purposeful and balanced.

Are index funds good for long-term investing?

Yes. Index funds are typically well-suited for life goals like retirement, children’s education, due to their low cost and broad diversification. If your financial goals span 5-10 years or more and you prefer minimal monitoring, index funds can be an excellent match.

How many index funds should I hold in my portfolio?

Most investors only need 1-3 index funds for balanced exposure. For example: one large-cap index, optionally one broader index (Nifty 500), and one mid-cap or factor-based index if desired. Your ideal number depends on your simplicity preference and risk appetite. Too many overlapping funds create confusion without adding benefit.

If your mind gets cluttered due to too many index fund options, a Qualified Financial Advisor (QFA) can help you choose index funds that fit seamlessly into your portfolio and match your long-term financial planning.

How much should I invest into index funds?

You can start with as little as ₹100 or ₹500, depending on the mutual fund house. What matters more is whether the investment contributes meaningfully to your long-term plan.

How are index funds taxed?

The tax you pay on index funds depends on how long you stay invested; long-term capital gains (LTCG) if you hold for more than a year, and short-term capital gains (STCG) if held for less than one year. The LTCG for equity-oriented index funds is 12.5% for the gains above Rs. 1.25 lakh, and 20% for STCG. Debt-based index funds are taxed as per your income tax slab rate, regardless of holding period.

Tax planning for index funds can get messy because the taxation rules differ between equity and debt categories. A qualified financial advisor (QFA) can help you create a tax-efficient index fund strategy, to minimize tax drag while still sticking to your long-term plan.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

Don't chase past returns.
Build a portfolio for the future

Advisor 1Advisor 2Advisor 3

Our Advisory Includes

  • Portfolio diversification
  • Mutual fund tax harvesting
  • Fund overlap check & more

Your first financial plan is free