Motilal Oswal BSE Clean Environment Index Fund
Performance
Scorecard
Not ratedHow this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. Not rated — this fund has no full year of NAV history yet. A rating needs at least a 1-year return to rank its performance against peers.
Not enough Index Funds peers to rank yet
Volatility 15.6% vs 12.2% category avg
2.6% expense vs 0.7% category avg
Not enough history for a rolling 3Y view
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
No standout strengths identified.
Concerns
- More volatile than its Index Funds peers (15.6% vs 12.2%)
- High expense ratio (2.57%) vs the Index Funds average of 0.69%
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk and benchmark ratios
Risk (trailing 3Y)
DefinitionsBenchmark ratios (vs Nifty 500 · 36 monthly returns)
DefinitionsComputed vs the Nifty 500 price index — the closest match to this fund's mandate. Needs ~3 years of history; a low R² means the fund tracks the index loosely.
Fund vs category average (Index Funds)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | -4.95% | +1.17% | -6.12% |
| 3M abs | — | +4.09% | — |
| 6M abs | — | +2.63% | — |
| 1Y CAGR | — | +4.33% | — |
| 3Y CAGR | — | +11.24% | — |
| 5Y CAGR | — | +11.13% | — |
Category average across peers in Index Funds (up to 737 funds with data), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
Pick a longer period to plot the path.
1 monthly installments of ₹10,000 into Motilal Oswal BSE Clean Environment Index Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Taxation
Taxed as equityThis is an equity-oriented fund (≥65% in Indian equities), so gains get the concessional capital-gains rates below — they do not add to your income-tax slab.
Flat, on the whole gain
On gains above ₹1.25 L per financial year
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Worst falls, and the wait to get back
How far this fund has dropped from a high, and how long it took to reclaim it.
- -8.7%02 Jul 2026 → 30 Jul 2026
Still below that high — 28 days down, and no recovery yet.
Measured on this fund’s own NAV history, peak to trough to the day it regained the peak. Falls shallower than 5% are left out. A recovery date is when the NAV got back, not when any particular investor did — that depends on when they bought.
Motilal Oswal in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
5 Stocks Jump Up to 5% After Mutual Funds, Promoters and FIIs Buy Shares Via Bulk and Block Deals
Trade Brains · 7h ago
Motilal Oswal’s Varun Sharma on why he prefers digital, mid-sized banks & microfinance
CNBC TV18 · 3d ago
Motilal Oswal sees opportunities in NBFCs, IT as earnings momentum improves
CNBC TV18 · 4d ago
Motilal Oswal AMC Crosses ₹2 Lakh Crore AUM, Driven by SIP Growth and Product Expansion
CNBC TV18 · 11d ago
Mutual fund NFOs: 7 new funds will open for subscription this week. Check dates
The Economic Times · 19d ago
Motilal Oswal Mutual Fund has declared change in the fund managers of its few schemes
Value Research · 03 Jul 2026
Motilal Oswal Mutual Fund announces fundamental attribute changes in Motilal Oswal Asset Allocation Passive FoF - Aggressive
Value Research · 19 Jun 2026
Motilal Oswal Mutual Fund: Style, Risk Guide & Many More
Value Research · 30 Mar 2026
Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Index funds & ETFs
Index funds and ETFs simply track a benchmark such as the Nifty 50 rather than trying to beat it. They charge far lower fees than active funds, and their return is the index's return minus that small cost.
Frequently asked questions
What is the NAV of Motilal Oswal BSE Clean Environment Index Fund?
As of 20 Aug 2026, the NAV of Motilal Oswal BSE Clean Environment Index Fund is ₹9.35 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Motilal Oswal BSE Clean Environment Index Fund delivered?
Motilal Oswal BSE Clean Environment Index Fund has returned -7.13% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of Motilal Oswal BSE Clean Environment Index Fund?
Motilal Oswal BSE Clean Environment Index Fund charges an expense ratio of 2.57% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of Motilal Oswal BSE Clean Environment Index Fund?
Its largest holdings are Suzlon Energy Ltd (15.7%), Tata Power Company Ltd (14.1%), Adani Green Energy Ltd (12.7%), JSW Energy Ltd (7.9%) and Waaree Energies Ltd. (7.2%). Holdings are disclosed monthly and change over time.
How risky is Motilal Oswal BSE Clean Environment Index Fund?
It is rated very high on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 15.6% and its worst peak-to-trough fall in our sample was -8.7%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What is the benchmark of Motilal Oswal BSE Clean Environment Index Fund?
Motilal Oswal BSE Clean Environment Index Fund is benchmarked against the BSE Clean Environment Total Return Index. Its alpha and beta on this page are measured against that index.
Who manages Motilal Oswal BSE Clean Environment Index Fund?
Motilal Oswal BSE Clean Environment Index Fund is managed by Swapnil P Mayekar, Rakesh Shetty and Dishant Mehta at Motilal Oswal.
How is Motilal Oswal BSE Clean Environment Index Fund taxed?
Motilal Oswal BSE Clean Environment Index Fund is an equity-oriented fund, so its capital gains get concessional rates: short-term gains (units held under 1 year) are taxed at 20%, and long-term gains (held 1 year or more) at 12.5% above a ₹1.25 lakh per-year exemption. These rates apply on redemption and don't add to your income-tax slab.