&w=3840&q=100)
India's first BSE 1000 Index Fund is here: Invest in 1,000 cos with Rs 500
What is the Motilal Oswal BSE 1000 Index Fund?
This new fund passively replicates the BSE 1000 Total Return Index, which covers about 94% of India's listed market capitalization, making it one of the most inclusive equity benchmarks in the country. It spans 22 sectors, offering investors exposure to both industry leaders and high-growth emerging businesses.
It offers exposure to a mix of established market leaders and emerging companies across 22 sectors, with the top-10 stock weight capped at 33%, thereby helping to reduce concentration risk. The index also includes micro-cap companies, whose market capitalization and liquidity have grown approximately 5× and 14× respectively over the past five years. All within a passive, free-float weighted structure with semi-annual rebalancing.
NFO Period: June 5, 2025 to June 19, 2025
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 1000, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
Benchmark: BSE 1000 Total Return Index
Investor Profile: This product is suitable for investors who are seeking long-term capital growth and return that corresponds to the BSE 1000 Total Return Index, subject to tracking error.
Minimum application:
During the NFO and ongoing Bases:
For Lump sum: ₹ 500 and multiples of ₹ 1 thereafter.
For the Systematic Investment Plan (SIP), the minimum instalment amount, frequency, number of instalments, and choice of SIP date/day are different and as specified in the Scheme Information Document.
1 % - If redeemed on or before 15 days from the allotment.
Nil - thereafter.
Why this fund matters:
Broad Diversification: Covers companies across all market caps and sectors
Reduced Concentration Risk: Top 10 stocks capped at ~33%
Passive & Cost-Effective: Semi-annual rebalancing, no active stock picking
Aligned with India's Growth: Reflects economic trends in infrastructure, manufacturing, tech, and more
According to MOAMCs internal research, India is expected to continue on a strong growth trajectory, supported by strong fundamentals, supportive policies, and robust domestic demand. The International Monetary Fund ('IMF') projects India's GDP growth at 6.2% in 2025 and 6.3% in 2026 economies.
"This growth is aligned with India's 'Viksit Bharat 2047' vision, which aims to transform the country into a fully developed, high-income nation by 2047, with a targeted GDP of $23–$35 trillion and per capita income of $15,000–$20,000. As India progresses in areas like technology, manufacturing, energy, and infrastructure, opportunities are likely to arise across multiple sectors. A diversified portfolio like the BSE 1000, encompassing a wide range of listed companies, offers investors a structured way to participate in this evolving growth landscape," Motilal Oswal said in a statement.
Who Should invest?
This fund is ideal for:
Long-term investors seeking capital growth
Those looking for passive, diversified exposure to India's equity markets
Investors wanting to ride India's transformation journey towards Viksit Bharat 2047
'We are proud to launch India's first index fund tracking the BSE 1000 Total Return Index, giving investors access to India's largest and most inclusive equity index. This fund aims to captures the performance of 1,000 companies spanning large, mid, small, and micro-cap companies across 22 sectors. It provides a diversified exposure to India's corporate sector and is a natural evolution for investors seeking a passive investment option," said Pratik Oswal, Chief of– Passive Business, Motilal Oswal Asset Management Company ('MOAMC'):
The Motilal Oswal BSE 1000 Index Fund offers a low-cost, diversified gateway into India's equity markets for those seeking to invest in the country's long-term growth story—from giants to up-and-comers, all in one basket.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Please consult your financial advisor before making any investment decisions.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
&w=3840&q=100)
Business Standard
a day ago
- Business Standard
Jio BlackRock debut powers record July inflows in mutual fund NFOs
Mutual funds (MFs) recorded bumper inflows from fund launches in July, led by the debut offerings of JioBlackRock MF. Thirty schemes completed their new fund offering (NFO) period last month, mobilising a total of ₹30,416 crore. Debt NFOs were the largest contributors, with five schemes drawing nearly ₹19,000 crore. This included ₹17,800 crore raised by three of JioBlackRock MF's debut funds — Overnight, Liquid, and Money Market. 'Inflows in the liquid and money market segments were bolstered by launches — JioBlackRock Liquid Fund (₹8,917 crore) and JioBlackRock Money Market Fund (₹6,285 crore) — which garnered sizeable investments and contributed meaningfully to July's strong headline flows,' said Nehal Meshram, senior research analyst at Morningstar India. The July NFO mopup went past the previous high of ₹22,769 crore achieved in August 2021. The NFO pipeline for the coming months is strong. Since July, fund houses have filed with the Securities and Exchange Board of India for nearly 50 NFOs, including 10 active equity and hybrid funds, which tend to attract higher investor interest at launch. Plans are also in place for fund-of-funds schemes, which invest across multiple funds — a segment seeing greater traction after taxation changes in 2024. A few of these have already hit the market in recent weeks. The pickup in NFOs and collections also lifted overall MF inflows in July. Equity MF inflows surged to a record ₹42,702 crore, with NFOs accounting for about ₹9,000 crore. Total inflows across equity, debt, hybrid, and passive schemes reached ₹1.8 trillion. According to analysts, the revival in NFO activity and broader inflows has brightened the outlook for MFs. 'We expect inflow momentum to pick up pace further in the near term and sustain the healthy levels in the medium term, led by higher retail participation, better investor understanding of market volatility, and rising investment discipline, along with incrementally higher inflows from B30 cities. We remain optimistic over the mid- to long-term horizon amid improving geographic penetration and the rising popularity of MFs, mainly among younger and mid-income investors,' InCred Equities said in a note.
&w=3840&q=100)
Business Standard
3 days ago
- Business Standard
Equity MF inflows hit record ₹42,702 crore; AUM crosses ₹75 trillion
Net inflows into equity mutual fund (MF) schemes scaled a record high in July as the market correction and a slew of new fund offerings (NFOs) boosted lumpsum collections. Active equity schemes garnered a net Rs 42,702 crore in July, surpassing the previous high of Rs 41,156 crore in December 2024. Systematic investment plan (SIP) inflows continued to scale new peaks, rising over 4 per cent month-on-month (MoM) to Rs 28,464 crore. 'Equity MFs recorded their highest-ever monthly inflow of Rs 42,702 crore. SIP contributions hit a new record of Rs 28,464 crore, and contributing accounts grew 5.4 per cent to 91.1 million — clear evidence of disciplined investing even amid volatility,' said Venkat N Chalasani, chief executive, Association of Mutual Funds in India (Amfi). After the December high, equity funds witnessed declines for five consecutive months amid rising market uncertainty. Net inflows, which picked up for the first time in June, stood at just Rs 23,587 crore last month. The strong inflows across scheme segments pushed the total industry assets past Rs 75 trillion for the first time. Assets under management (AUM) rose 1.3 per cent MoM to Rs 75.4 trillion, according to Amfi data. 'With the AUM going past Rs 75 trillion, we are on the right track towards achieving the Rs 100 trillion goal as an industry. In a heightened period of uncertainty, this is a testament to the resilience and maturity of our markets and investors alike,' said A Balasubramanian, managing director and chief executive officer, Aditya Birla Sun Life AMC. Investors poured in a net Rs 1 trillion into debt funds and nearly Rs 21,000 crore into hybrid schemes. Passive funds attracted Rs 8,259 crore. NFO collections surged over 15-fold MoM in July to Rs 30,416 crore, supporting inflows across categories. Debt schemes alone garnered Rs 19,000 crore through NFOs. Equity schemes recorded NFO collections of nearly Rs 9,000 crore, with most of the money going into seven sectoral and thematic funds. Inflows into existing schemes also grew during the month. Experts attributed the surge in inflows — particularly in the sectoral and small-cap categories — to investors seeking higher returns. 'With equity inflows accelerating — especially into small-, mid-, and sectoral/thematic funds — investors are clearly seeking higher-return, growth-aligned segments despite volatility risks. The spike in equity inflows could also be fuelled by tactical responses to macro triggers, such as dips due to trade tensions or subdued earnings outlooks. Sustaining this level of interest may depend on whether markets continue to display similar favourable sentiment,' said Ankur Punj, managing director and national head, Equirus Wealth. The domestic equity markets faced turbulence in July, breaking a four-month winning streak. Both the Nifty and the Sensex ended July down about 3 per cent. The broader Nifty Smallcap 100 and Nifty Midcap 100 indices fell 6.7 per cent and 4 per cent, respectively. During the preceding four months, both indices had risen over 20 per cent each.
Time of India
07-08-2025
- Time of India
Multi asset mutual funds beat other hybrid funds in 1 & 3 years. Should they be in your portfolio?
Live Events What are multi-asset allocation funds? Multi asset allocation mutual funds have topped the return chart among all hybrid funds in the last one and three years, an analysis of the performance by all hybrid funds showed. The market experts believe that the combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle.'It's evident that the strong performance has been driven not just by gold , but also by the rally in silver and overall favourable conditions for debt and equity. The combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle,' Shruti Jain, Chief Strategy Officer, Arihant Capital Markets shared with Read | NFO Insight: Can this multi asset allocation fund help diversify your portfolio? There were around 23 multi asset funds in the last one year and only eight have marked their presence in the market in the last three years. In the last one year and three years, multi asset funds gave an average return of 8.12% and 16.46% Multi Asset Allocation Fund offered the highest return of around 16.89% in the last one year, followed by DSP Multi Asset Allocation Fund which gave 13.09% return in the same period. Shriram Multi Asset Allocation Fund was the only fund in the category which gave a negative return of around 3.14%. Quant Multi Asset Allocation Fund offered the highest return in the last three years of around 20.48%, followed by ICICI Pru Multi-Asset Fund which gave 19.15% return in the same period. Axis Multi Asset Allocation Fund offered the lowest return of 10.70% in the same at the historical performance and with these funds topping the return chart, Jain believes that the outlook for multi-asset funds remains positive. 'As markets navigate consolidation and global macro shifts, the diversified structure of these funds could help cushion volatility and capitalise on opportunities across asset classes. They present a stable investment route in times of economic uncertainty,' she allocation funds are hybrid funds that need to invest a minimum of 10% in at least 3 asset classes. These funds typically have a combination of equity, debt, and gold. Some schemes also add international equities, InvITs and equity allocation in the case of multi-asset funds could vary between 0-70%. Aggressive multi-asset funds could typically have 50-65% equity while the conservative ones could have between 35-50%. In the case of multi-asset funds, some schemes that allocate more than 65% to equity enjoy equity to the Sebi mandate, multi asset allocation funds invest in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes. They aim to deliver ease from the volatility linked to plain vanilla equity to a report by ETMarkets, Gold and silver extended their gains amid safe-haven buying due to U.S. trade tariff uncertainty and weakness in the U.S. equity markets. The U.S. President again threatened India for imposing higher trade tariffs for importing Russian oil and supported safe-haven buying for precious metals. The U.S. equity markets plunged amid mixed U.S. economic data and the dollar index was also off day highs, supporting gold and silver gold and silver rallying and offering good returns, many investors are willing to invest separately in equity, debt, and gold funds against multi-asset allocation funds, to which Jain replies that as the market is in consolidation phase multi-asset or hybrid funds offer a balanced exposure across asset classes.'With silver and gold continuing to perform well and the rate cut cycle potentially favouring debt, multi-asset funds can be a compelling option right now for investors looking for diversification without actively managing allocations themselves,' Jain to another report by ETMarkets, Zerodha Fund House, which has just launched a new Multi Asset Passive FoF (fund of funds), comes with 25% allocation to gold ETF and 15% to G-Sec ETFs. The remaining 60% is divided equally between largecap and midcap investors were to invest separately in gold, equity, and debt and rebalance the portfolio every year, the resulting tax outgo could be significantly higher, denting overall post-tax returns. Multi-Asset Allocation funds, as a product category, are taxed on the basis of the equity allocation, according to a report by under management in multi asset funds rose 51% over the past year — from Rs 86,000 crore in June 2024 to Rs 1.3 lakh crore in June 2025. Fund managers also point to the tax efficiency of these products as a key draw for wealthy should always invest based on their risk appetite, investment horizon, and goals.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
