Should I invest in Motilal Oswal BSE Quality Index Fund?

We don't give personal investment advice. Motilal Oswal BSE Quality Index Fund-Direct plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Motilal Oswal

Motilal Oswal BSE Quality Index Fund-Direct plan

Latest NAV

₹17.4648

As of

3 Jun 2026

925 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+1.01%	+0.14%	+0.87	17 / 296	Q1
1W	-0.62%	-1.13%	+0.51	128 / 296	Q2
2W	+0.60%	+0.01%	+0.59	66 / 296	Q1
1M	-1.01%	-0.63%	-0.38	204 / 296	Q3
3M	+5.08%	-0.19%	+5.27	25 / 291	Q1
6M	+2.01%	-2.63%	+4.64	73 / 285	Q2
YTD	+1.04%	-2.85%	+3.89	102 / 287	Q2
1Y	+4.94%	+0.85%	+4.09	86 / 269	Q2
2Y	+0.38%	+3.09%	-2.71	130 / 188	Q3
3Y	+16.17%	+10.07%	+6.10	30 / 149	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+15.90%	+6.44%	+9.46	32 / 294	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.04%	-2.86%	+3.91	101 / 282
2025	+6.18%	+5.41%	+0.77	144 / 226
2024	+15.76%	+13.06%	+2.70	48 / 159
2023	+33.24%	+21.46%	+11.79	25 / 121
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.78%

34 windows

min -10.3% · max 56.9%

74% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+17.35%

10 windows

min 16.2% · max 18.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.45%

3-year · annualised

Sharpe ratio

0.60

vs risk-free 6.5%

Sortino ratio

1.08

Downside-only deviation

Max drawdown

-24.38%

Sep 2024 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty Top 20 Equal Weight Index Fund - Direct	HDFC	₹9.5781	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - IDCW Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund-Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹9.7711	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹16.3204	3 Jun 2026
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - IDCW	Bandhan	₹13.6911	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.2370	3 Jun 2026
Motilal Oswal BSE Low Volatility Index Fund-Direct plan	Motilal Oswal	₹15.7841	3 Jun 2026
Kotak Nifty 100 Equal Weight index Fund - Direct Plan - IDCW Option	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW	Edelweiss	₹14.1463	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW	DSP	₹21.9187	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹17.4648
2 Jun 2026	₹17.6598
1 Jun 2026	₹17.4839
29 May 2026	₹17.7999
27 May 2026	₹18.0530
26 May 2026	₹17.7694
25 May 2026	₹17.7123
22 May 2026	₹17.7026
21 May 2026	₹17.6517
20 May 2026	₹17.6226

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal BSE Quality Index Fund-Direct plan is ₹17.4648. It's a Index Fund from Motilal Oswal, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal BSE Quality Index Fund-Direct plan has NAV history starting from 26 Aug 2022, a track record of about 3 years 9 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Motilal Oswal BSE Quality Index Fund-Direct plan is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal BSE Quality Index Fund-Direct plan has delivered a absolute return of 4.94% — +4.09 pp ahead of the Index Fund category average of 0.85%. The fund ranks #86 of 269 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Motilal Oswal BSE Quality Index Fund-Direct plan has delivered a CAGR of 16.17% — +6.1 pp ahead of the Index Fund category average of 10.07%. The fund ranks #30 of 149 in its category — the top (Q1) quartile.

Motilal Oswal BSE Quality Index Fund-Direct plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Motilal Oswal BSE Quality Index Fund-Direct plan exactly 3 years ago would be worth approximately ₹156,772 today — a multiplier of 1.57×, based on the 3-year CAGR of 16.17%. The category average over the same window would have grown ₹1 lakh to ₹133,348.

A ₹10,000 monthly SIP in Motilal Oswal BSE Quality Index Fund-Direct plan over the last 3 years — total invested ₹360,000 — would be worth ₹411,895 today. That's an XIRR (money-weighted annualised return) of 8.93%.

Motilal Oswal BSE Quality Index Fund-Direct plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹411,895 — XIRR 8.93%.

On a 3-year basis, Motilal Oswal BSE Quality Index Fund-Direct plan ranks #30 out of 149 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.07%; this fund delivered 16.17%.

The worst peak-to-trough decline Motilal Oswal BSE Quality Index Fund-Direct plan has experienced over the last 3-year window is 24.38% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Motilal Oswal BSE Quality Index Fund-Direct plan averaged 17.35% (best 18.41%, worst 16.17%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal BSE Quality Index Fund-Direct plan returned 6.18% — beating the Index Fund category average of 5.41% by 0.77 pp. It ranked #144 of 226 in its category that year.

Motilal Oswal BSE Quality Index Fund-Direct plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal BSE Quality Index Fund-Direct plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.