May 24, 2025
mayank
Motilal Oswal BSE 1000 Index Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal BSE 1000 Index Fund Open Date, Close Date?
NFO opens on June 05, 2025
NFO will close on June 19, 2025
Investment Strategy for this NFO?
The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE 1000 Index, subject to tracking error.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 05 June 2025 |
| Issue Close | 19 June 2025 |
| Type | Open-ended |
| Category | Equity: Flexi Cap |
| Min. Investment(Rs) | 500 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
| Riskometer | Very High |
| Benchmark | BSE 1000 TRI |
About Benchmark Index for this NFO?
The index measures the performance of 1000 of the largest and most liquid Indian companies within BSE AIICap.
Methodology:
1. The index is derived from the constituents of the BSE AIICap that are members of the BSE 500 and BSE Next 500. The inclusion of DVRs in the index will result in more than 1000 stocks in the index.
2. The top 800 companies (whether a current constituent or not) are selected for index inclusion.
For complete details please view the Methodology document at:
https://www.asiaindex.co.in/Downloads/Methodology-BSE-1000%20Indices.pdf
Quick Facts
| Launch Date | 10th February 2025 |
| First Vlaue Date | 16th September 2005 |
| Base Value | 1000 |
| Number of Constituents | 1002 |
| Reconstitution Frequecy | Semiannually in June and December |
| Weighting Method | Float-adjusted market cap weighted |
| Index Universe | BSE AIICap |
| Calculation Currencies | INR |
Fund Managers of Motilal Oswal BSE 1000 Index Fund
1) Swapnil P Mayekar
Education: Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience: Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
3) Dishant Mehta
Education: Bachelors of Science (B.SC)
Experience: Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
AMC
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Motilal Oswal BSE 1000 Index Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of BSE 1000 TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MO | YTD* | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 13881.15 | 3.08% | 1.64% | -2.17% | 5.40% | 15.48% | 24.23% | 14.06% |
| PRICE RETURNS | 10275.25 | 3.06% | 1.49% | -2.37% | 4.27% | 14.08% | 22.76% | 12.62% |
Risk
| Index Level | ANNUALISED RISK | ANNUALISED RISK-ADJUSTED RETURNS | ||||||
| 1 YR | 3 YRS | 5 YRS | 10 YRS | 1 YR | 3 YRS | 5 YRS | 10 YRS | |
| TOTAL RETURNS | 16.48% | 14.69% | 15.39% | 0.33 | 0.33 | 1.04 | 1.57 | 0.81 |
| PRICE RETURNS | 16.49% | 14.68% | 15.38% | 17.59% | 0.26 | 0.95 | 1.48 | 0.72 |
Fundamentals
| PE | PB | DIV. YIELD% |
| 24.38 | 3.93 | 1.15 |
| NUMBER OF CONSTITUENTS | – |
| CONSTITUENT TOTAL MARKET CAP [INR CRORE] | |
| MEAN TOTAL MARKET CAP | 39866.17 |
| LARGEST TOTAL MARKET CAP | 1905831.75 |
| SMALLEST TOTAL MARKET CAP | 296.8 |
| MEDIAN TOTAL MARKET CAP | 8388.21 |
| WEIGHT LARGEST CONSTITUENT [%] | 7.72 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 33.1 |
Note on Benchmark Performance:
The index measures the performance of 1000 of the largest and most liquid Indian companies within BSE AIICap. The index has provided return of 22.76% pa during last 5 years. However the return for last one year has been meagre @ 4.27%
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Swapnil P Mayekar
| Fund | Motilal Oswal Nifty 50 ETF | It’s Benchmark | Motilal Oswal Nifty Midcap 100 ETF | It’s Benchmark |
| 1 Year | 9.26 | 8.45 | 8.70 | 6.62 |
| 3 Year | 16.56 | 17.86 | 27.46 | 26.26 |
| 5 Year | 23.65 | 24.79 | 35.35 | 34.32 |
| 7 Year | 14.35 | 14.95 | 17.99 | 18.40 |
| 10 Year | 12.21 | 13.21 | 16.13 | 17.88 |
As on 26-5-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | 3.63 | 6.43 | -1.26 | 6.58 |
| 3 Year | 18.63 | 18.38 | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 26-5-2025
Past Performance of Dishant Mehta
| Fund | Motilal Oswal BSE Healthcare ETF | It’s Benchmark | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark |
| 1 Year | 19.63 | 19.98 | 3.63 | 6.43 |
| 3 Year | — | — | 18.63 | 18.38 |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 26-5-2025
Note on Fund Managers’ performance
As you know, we view fund managers as the pilots of an aircraft—responsible for skillfully navigating the fund through both smooth and turbulent market conditions. This particular fund is managed by three seasoned professionals. However, a random review of the schemes managed shows a mixed performance trend, indicating variability in outcomes.
[ C ] Conclusion
The best feature of the BSE 1000 Index is its broad market representation. It includes the top 1,000 companies listed on the Bombay Stock Exchange (BSE), covering approximately 95% of total market capitalization. This wide coverage provides a comprehensive snapshot of the Indian equity market across large-cap, mid-cap, and small-cap segments. Diversification: Reduces sector- and size-specific risk by including companies from various industries and market capitalizations. At the same time, this index may miss the strong growth attained by sector specific funds etc. The investor, who is satisfied with reasonable returns with low equity downside risk can invest in this fund.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Motilal Oswal BSE 1000 Index Fund NFO?
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