# Motilal Oswal BSE Clean Environment Index Fund

Motilal Oswal Asset Management Company Limited · Index · Regular plan, Growth

Full page with charts: https://discovermf.com/funds/motilal-oswal-bse-clean-environment-index-fund-154365
Figures as of 3 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

## In short

- **What it invests in:** Follows a market index, such as the Nifty 50. Its latest portfolio: 100% shares.
- **How bumpy:** Very high: big ups and downs, sometimes sharp falls. Its biggest fall in the last 3 years was 19.5%.
- **Expense ratio:** 1.58% a year. Similar funds: 0.94% on average.

Past returns do not tell you future returns.

## Key facts

- **NAV:** ₹8.63 on 3 Nov 2026
- **Fund size:** ₹51.1 cr (2 Nov 2026)
- **Expense ratio:** 1.58% a year (typical in its category 0.94%)
- **Riskometer:** Very High
- **Benchmark:** BSE Clean Environment TRI
- **Category:** [Index](https://discovermf.com/categories/index.md)
- **Fund house:** [Motilal Oswal Asset Management Company Limited](https://discovermf.com/fund-houses/motilal-oswal)
- **Launched:** 5 Jun 2026
- **Minimum investment:** ₹500 to start
- **AMFI scheme code:** 154365

## Returns

| Period | Fund | Category average | Benchmark | Rank in category |
| --- | --- | --- | --- | --- |
| 1 month | -0.5% | — | — | — |
| 3 months | -9.5% | — | — | — |
| 6 months | — | — | — | — |
| 1 year | — | -1.4% | — | — |
| 3 years (a year) | — | +9.4% | — | — |
| 5 years (a year) | — | +8.5% | — | — |
| Since launch (a year) | — | — | — | — |

## Risk

| Measure | Fund | Category average |
| --- | --- | --- |
| Volatility, last year | 18.5% | 14.4% |
| Worst fall, last year | -19.5% | — |
| Worst fall, last 3 years | -19.5% | — |
| Sharpe ratio, 3 years | — | — |
| Sortino ratio, 3 years | — | — |
| Beta, 3 years | — | — |
| Alpha, 3 years | — | — |

## Portfolio, September 2026

30 holdings. Equity 100.4%, Cash and equivalents -0.4%.

### Largest holdings

| Holding | Sector or type | Weight |
| --- | --- | --- |
| Tata Power Company Limited | Power | 15.56% |
| Suzlon Energy Limited | Electrical Equipment | 13.14% |
| Adani Green Energy Limited | Power | 11.59% |
| JSW Energy Limited | Power | 8.19% |
| NHPC Limited | Power | 7.47% |
| Ather Energy Limited | Automobiles | 7.44% |
| Waaree Energies Limited | Electrical Equipment | 6.20% |
| MTAR Technologies Limited | Electrical Equipment | 4.65% |
| Premier Energies Limited | Electrical Equipment | 4.04% |
| VA Tech Wabag Limited | Other Utilities | 2.59% |

### Largest sectors

| Sector | Weight |
| --- | --- |
| Power | 49.7% |
| Electrical Equipment | 33.5% |
| Automobiles | 11.1% |
| Other Utilities | 4.4% |
| Minerals & Mining | 1.3% |

## 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.