Insights

Scheme Information Document (SID) and Key Information Memorandum (KIM) of the Motilal Oswal Mutual Fund

July 11, 2024 . FundsIndia Desk

Investors, please note that, Asia Index Private Limited (AIPL) has informed about changes in the names of the benchmarks they offer. As a result, the names of the benchmarks for the schemes listed below will be revised effective June 01, 2024. Accordingly, as per clause 3.6.9.1 of the SEBI Master Circular for Mutual Funds dated May 19, 2023, the nomenclature of ETF/Index Schemes, which must include the Benchmark name, will also be updated from the Effective Dates. The information is below

Scheme Name Revised Scheme Name hereinafter referred to as “the Product” Existing Name of Benchmark Revised Name of Benchmark (hereinafter referred to as “the Underlying Index”)
Motilal Oswal S&P BSE Low Volatility Index Fund Motilal Oswal BSE Low Volatility Index Fund S&P BSE Low Volatility Total Return Index BSE Low Volatility Total Return Index
Motilal Oswal S&P BSE Enhanced Value Index Fund Motilal Oswal BSE Enhanced Value Index Fund S&P BSE Enhanced ValueBSE Total Return Index Enhanced Value Total Return Index
Motilal Oswal S&P BSE Quality Index Fund Motilal Oswal BSES&P Quality Index Fund BSE Quality Total Return Index BSE Quality Total Return Index
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Motilal Oswal BSES&P Financials ex Bank 30 Index Fund BSE Financials Banks 30 Total Return Index Ex-BSE Financials Ex-Banks 30 Total Return Index
Motilal Oswal S&P BSE Low Volatility ETF Motilal Oswal BSE LowS&P Volatility ETF BSE Low Volatility Total Return Index BSE Low Volatility Total Return Index
Motilal Oswal S&P BSE Enhanced Value ETF Motilal Oswal BSES&P Enhanced Value ETF BSE Enhanced Value Total Return Index BSE Enhanced Value Total Return Index
Motilal Oswal S&P BSE Quality ETF Motilal Oswal BSES&P Quality ETF BSE Quality Total Return Index BSE Quality Total Return Index
Motilal Oswal S&P BSE Healthcare ETF Motilal Oswal BSES&P Healthcare ETF BSE Healthcare Total Return Index BSE Healthcare Total Return Index

For more details, read the addendum.

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