Motilal Oswal BSE Clean Environment Index Fund
- NAV as on 9 Nov 2026
- ₹8.95+0.84%1 day
- Return since launch
- -11.9%
- 52-week range
- ₹8.10 — ₹10.07
- AUM
- ₹48.51 Cr
Motilal Oswal BSE Clean Environment Index Fund is a Thematic equity fund from Motilal Oswal Mutual Fund with ₹48.51 Cr under management, launched in 2026. The expense ratio is 1.72% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal BSE Clean Environment Index Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -11.1% against -0.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
Since launch (5 Jun 2026): -11.9%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.58%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.04%
- Transaction charges
- 0.01%
- Statutory levies
- 0.63%
- Exit load
- Exit load of 1%, if redeemed within 15 Days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE Clean Environment TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal BSE Clean Environment Index Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity100.4%
Market cap split
- Large27.0%
- Mid41.3%
- Small31.7%
- P/E
- 28.31
- P/B
- 3.89
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Tata Power Company Ltd. | Energy | 15.56% | ₹7.55 Cr | +14.05% | — | — |
| Suzlon Energy Ltd. | Capital Goods | 13.14% | ₹6.38 Cr | +15.68% | — | — |
| Adani Green Energy Ltd. | Capital Goods | 11.59% | ₹5.63 Cr | +12.70% | — | — |
| JSW Energy Ltd. | Capital Goods | 8.19% | ₹3.98 Cr | +7.94% | — | — |
| NHPC Ltd. | Energy | 7.47% | ₹3.62 Cr | +6.54% | — | — |
| Ather Energy Ltd. | Automobile | 7.44% | ₹3.61 Cr | +5.64% | — | — |
| Waaree Energies Ltd. | Energy | 6.20% | ₹3.01 Cr | +7.23% | — | — |
| MTAR Technologies Ltd. | Capital Goods | 4.65% | ₹2.25 Cr | +4.27% | — | — |
| Premier Energies Ltd. | Energy | 4.04% | ₹1.96 Cr | +3.93% | — | — |
| VA Tech Wabag Ltd. | Capital Goods | 2.59% | ₹1.26 Cr | +2.62% | — | — |
| ACME Solar Holdings Ltd. | Energy | 2.40% | ₹1.16 Cr | +1.01% | — | — |
| NTPC Green Energy Ltd. | Energy | 2.39% | ₹1.16 Cr | +2.29% | — | — |
| Ola Electric Mobility Ltd. | Automobile | 2.36% | ₹1.14 Cr | +2.32% | — | — |
| Inox Wind Ltd. | Capital Goods | 1.86% | ₹0.90 Cr | +2.25% | — | — |
| Olectra Greentech Ltd. | Automobile | 1.28% | ₹0.62 Cr | +1.59% | — | — |
| Gravita India Ltd. | Metals & Mining | 1.27% | ₹0.61 Cr | +1.32% | — | — |
| Emmvee Photovoltaic Power Ltd. | Energy | 1.21% | ₹0.59 Cr | +1.15% | — | — |
| SJVN Ltd. | Energy | 1.16% | ₹0.56 Cr | +1.34% | — | — |
| KPI Green Energy Ltd. | Energy | 0.96% | ₹0.46 Cr | +0.99% | — | — |
| Ion Exchange (India) Ltd. | Capital Goods | 0.95% | ₹0.46 Cr | +0.88% | — | — |
| Vikram Solar Ltd. | Energy | 0.59% | ₹0.29 Cr | +0.62% | — | — |
| Waaree Renewable Technologies Ltd. | Energy | 0.59% | ₹0.29 Cr | +0.69% | — | — |
| Websol Energy Systems Ltd. | Energy | 0.59% | ₹0.29 Cr | +0.77% | — | — |
| Fujiyama Power Systems Ltd. | Energy | 0.44% | ₹0.21 Cr | +0.31% | — | — |
| Ganesha Ecosphere Ltd. | Textiles | 0.43% | ₹0.21 Cr | +0.36% | — | — |
| Refex Industries Ltd. | Chemicals | 0.43% | ₹0.21 Cr | +0.56% | — | — |
| Enviro Infra Engineers Ltd. | Construction | 0.27% | ₹0.13 Cr | +0.30% | — | — |
| Saatvik Green Energy Ltd. | Energy | 0.22% | ₹0.11 Cr | +0.23% | — | — |
| EMS Ltd. | Construction | 0.15% | ₹0.08 Cr | +0.18% | — | — |
| Others | Others | -0.42% | ₹-0.20 Cr | +0.24% | — | — |
Sectors
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Tata Power Company Ltd. | 13.80% | 15.56% | +1.76% |
| Ather Energy Ltd. | 8.95% | 7.44% | -1.51% |
| NHPC Ltd. | 6.51% | 7.47% | +0.96% |
| Waaree Energies Ltd. | 6.93% | 6.20% | -0.73% |
| Suzlon Energy Ltd. | 13.62% | 13.14% | -0.48% |
| MTAR Technologies Ltd. | 4.26% | 4.65% | +0.39% |
| Others | -0.79% | -0.42% | +0.37% |
| JSW Energy Ltd. | 7.82% | 8.19% | +0.37% |
| Gravita India Ltd. | 1.60% | 1.27% | -0.33% |
| Adani Green Energy Ltd. | 11.27% | 11.59% | +0.32% |
| VA Tech Wabag Ltd. | 2.80% | 2.59% | -0.21% |
| Olectra Greentech Ltd. | 1.47% | 1.28% | -0.19% |
| KPI Green Energy Ltd. | 0.83% | 0.96% | +0.13% |
| SJVN Ltd. | 1.28% | 1.16% | -0.12% |
| Premier Energies Ltd. | 4.15% | 4.04% | -0.11% |
| Ion Exchange (India) Ltd. | 0.85% | 0.95% | +0.10% |
| ACME Solar Holdings Ltd. | 2.32% | 2.40% | +0.08% |
| NTPC Green Energy Ltd. | 2.33% | 2.39% | +0.06% |
| Vikram Solar Ltd. | 0.64% | 0.59% | -0.05% |
| Waaree Renewable Technologies Ltd. | 0.64% | 0.59% | -0.05% |
| Websol Energy Systems Ltd. | 0.64% | 0.59% | -0.05% |
| Refex Industries Ltd. | 0.48% | 0.43% | -0.05% |
| Inox Wind Ltd. | 1.91% | 1.86% | -0.05% |
| Fujiyama Power Systems Ltd. | 0.48% | 0.44% | -0.04% |
| Ola Electric Mobility Ltd. | 2.39% | 2.36% | -0.03% |
| EMS Ltd. | 0.18% | 0.15% | -0.03% |
| Emmvee Photovoltaic Power Ltd. | 1.19% | 1.21% | +0.02% |
| Ganesha Ecosphere Ltd. | 0.45% | 0.43% | -0.02% |
| Enviro Infra Engineers Ltd. | 0.29% | 0.27% | -0.02% |
| Saatvik Green Energy Ltd. | 0.22% | 0.22% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹3,913 Cr | 2.21% | 11.5% | 11.8% | 13.1% |
 HDFC Defence Fund | ₹11,493 Cr | 1.79% | 18.8% | 20.9% | — |
 ICICI Prudential Commodities Fund | ₹4,133 Cr | 1.96% | -2.6% | 6.6% | 11.9% |
| ICICI Prudential Exports and Services Fund | ₹1,454 Cr | 2.28% | 7.3% | 7.6% | 12.9% |
 Edelweiss Recently Listed IPO Fund | ₹1,276 Cr | 2.69% | 30.6% | 15.8% | 15.8% |
 SBI Comma Fund | ₹1,208 Cr | 2.31% | 3.6% | 8.1% | 11.7% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks 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.
Fund managers
- Dishant MehtaBachelors of Science (B.SC)Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- Swapnil P MayekarMr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
No return history published for this fund yet.
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.