The sector mentioned herein are for general assesment purpose only and not a complete disclosure of every material fact. It should not be construed as investment advice to any party. Past performance may or may not be sustained in future.
Includes companies that only provides life insurance. Eg – SBI Life
Includes consumer loans, credit cards, gold loan. Eg – Bajaj Finance
Includes companies that provide loan for housing and commercial properties. Eg – HDFC
Includes businesses that hold majority (>51%) stake in other companies. Eg – Bajaj Finserv
Includes companies engaged in mutual fund activities. Eg – HDFC AMC
Source/ Disclaimer: The stocks/sectors mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of an investment strategy. The stock may or may not be part of our portfolio/strategy/ schemes. It should not be construed as investment advice to any party
Includes companies that only provides life insurance. Eg – SBI Life
Includes consumer loans, credit cards, gold loan. Eg – Bajaj Finance
Includes companies that provide loan for housing and commercial properties. Eg – HDFC
Includes businesses that hold majority (>51%) stake in other companies. Eg – Bajaj Finserv
Includes companies engaged in mutual fund activities. Eg – HDFC AMC
Source/ Disclaimer: The stocks/sectors mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of an investment strategy. The stock may or may not be part of our portfolio/strategy/ schemes. It should not be construed as investment advice to any party
Source/Disclaimer: S&P BSE. Data as of 30-Jun-2022. Sectors - Macro Economic Sectors as per AMFI Industry Classification. The stocks/sectors mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of an investment strategy. The stock may or may not be part of our portfolio/strategy/ schemes. It should not be construed as investment advice to any party. Past performance may or may not be sustained in future.
Current urban population of
~35%, set to grow to
50% by 2050
Per capita income growth of
~6.8% over
the last 15yr
~29%
savings rate, higher than global average of ~27%
Source/ Disclaimer: World Bank, MOHUA. The above icons are used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy.
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Financials ex Banks 30 Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
During NFO:
Lumpsum and SIP- Rs 500 & in multiples of Re.1/- thereafter.
Ongoing Basis:
Lumpsum and SIP- Rs 500 & in multiples of Re. 1/- thereafter
An open ended fund replicating/tracking S&P BSE Financials ex Banks 30 Total Return Index
1% if redeemed on or before 15 days from allotment date, Nil if redeemed after 15 days from allotment date.
29-Jul-2022
Mr. Swapnil Mayekar & Mr. Abhiroop Mukherjee (for debt component)
Regular – 1.00%, Direct – 0.30%
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (An open ended fund replicating / tracking the S&P BSE Financials ex Bank 30 Total Return Index)
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.