MFDirect · Growth

Motilal Oswal BSE Clean Environment Index Fund - Growth - Direct Plan

Index Funds - OtherIndex Funds - OtherBenchmark: BSE Clean Environment - TRI
NAV · 16 Sep 2026₹8.97-1.05%
AUM₹47 Crfrom this fund's primary plan
Expense Ratio1.92%
CAGR
Exit Load1% on or before 15D, Nil after 15D
Min SIP₹500from this fund's primary plan
Launched2026

Investment 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 Clean Environment Index, subject to tracking error.However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

Fund Mandate

Constituents of BSE Clean Environment Index95%–100%
Units of Liquid schemes & Money Market instruments0%–5%
Asset Allocation
Domestic Equity100.3%
Fund Managers
SP
Swapnil P Mayekar
Fund Manager
Key Information
1.92%
₹500from this fund's primary plan
₹500
1% on or before 15D, Nil after 15D
Nil
Inception25 Jun 2026
AMC
Top Holdings As of 31 Aug 2026 · disclosed on this fund's primary plan
1Tata Power Company Ltd.Power13.80%
2Suzlon Energy Ltd.Capital Goods13.62%
3Adani Green Energy Ltd.Power11.27%
4Ather Energy Ltd.Automobile & Ancillaries8.95%
5JSW Energy Ltd.Power7.82%
6Waaree Energies Ltd.Capital Goods6.93%
7NHPC Ltd.Power6.51%
8MTAR Technologies Ltd.Capital Goods4.26%
9Premier Energies Ltd.Trading4.15%
10VA Tech Wabag Ltd.Business Services2.80%
Sector Allocation
Power45.3%
Capital Goods27.9%
Automobile & Ancillaries12.8%
Trading4.2%
Business Services4.1%
Electricals2.0%
Infrastructure1.9%
Non - Ferrous Metals1.6%
Miscellaneous0.5%
Textile0.4%
Trailing Returns
PeriodReturns
1 Day-1.05%
1 Week-3.84%
1 Month-5.01%
-10.31%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.92%
1% on or before 15D, Nil after 15D
Nil
₹500from this fund's primary plan
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme