Invest in Quality
Introducing Motilal Oswal
S&P BSE Quality ETF & Index Fund
The Quality factor is described as capturing companies with durable business models and sustainable competitive advantages.
Quality-based strategies try to capture the premium associated with high-quality stocks versus low-quality stocks
Historically, investing in financially strong companies have demonstrated record of generation superior returns with lower risk
Investors tend to gamble on risky stocks for the prospect of big pay-off, but these stocks do tend to do worse over time
Source/Disclaimer: S&P BSE; Performance as of close of 30-Jun-07 to 30-Jun-22. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in future. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy.
Source/Disclaimer: S&P BSE; Performance as of close of 08-Jan-08 to 23-Mar-20. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in future. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy.
Source/Disclaimer: *Based on historical data, S&P BSE Quality TRI showcases lower drawdowns than broad-based indices during market crashes
Investment ObjectiveThe 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 Quality Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Minimum application amountDuring the NFO:
Lumpsum and SIP - Rs 500/- and in multiples of Re 1/- thereafter
Ongoing basis:
Lumpsum and SIP - Rs 500/- and in multiples of Re 1/- thereafter
Type of SchemeAn open ended fund replicating/tracking S&P BSE Quality Total Return Index
Exit Load1% if redeemed on or before 15 days from allotment date, Nil if redeemed after 15 days from allotment date
Date of Allotment22nd-Aug-2022
Fund ManagerMr. Swapnil Mayekar & Mr. Abhiroop Mukherjee (debt component)
Indicative Total Expense ratioRegular – 1.00%, Direct – 0.35%
Benchmark & Riskometer Motilal Oswal S&P BSE Quality Index Fund(An open ended fund replicating / tracking the S&P BSE Quality Total Return Index)
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Investment ObjectiveThe 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 Quality Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Minimum application amountDuring the NFO: Rs 500/- and in multiples of Re 1/- thereafter
Ongoing basis:
On Exchange - Investors can buy/sell units of the Scheme in round lot of 1 unit and in multiples thereafter
Directly with Mutual Fund - Buy/sell units of the Scheme where the subscription amount is in excess of 25crs. However, the same limit is not applicable to Market makers
Type of SchemeAn open ended fund replicating/tracking S&P BSE Quality Total Return Index
Exit LoadNil
Date of Allotment22nd-Aug-2022
Fund ManagerMr. Swapnil Mayekar & Mr. Abhiroop Mukherjee (for debt component)
Indicative Total Expense ratioRegular – 0.30%
Benchmark & Riskometer Motilal Oswal S&P BSE Quality ETF(An open ended fund replicating / tracking the S&P BSE Quality Total Return Index)
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
