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Motilal Oswal BSE Low Volatility Index Fund-Regular Plan

Category: Index Fund Launch Date: 01-03-2022
AUM:

₹ 66.87 Cr

Expense Ratio

1.2%

Benchmark

BSE Low Volatility TRI

ISIN

INF247L01AZ2

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal BSE Low Volatility Index Fund-Regular Plan -10.0 5.28 -
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
14.6019
Last change
0.03 (0.1842%)
Fund Size (AUM)
₹ 66.87 Cr
Performance
8.76% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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 &P BSE Low Volatility Total Return Index, subject to tracking error.

Fund Manager
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/- 4.62
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.23
Nestle India Ltd 3.93
TITAN COMPANY LIMITED EQ NEW Re.1/- 3.85
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/- 3.76
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- 3.7
MARICO LIMITED NEW EQ RE.1 3.68
HDFC BANK LIMITED EQ NEW FV RE. 1/- 3.59
ULTRATECH CEMENT LIMITED EQ 3.47
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- 3.47

Sector Allocation

Sector Holdings (%)
Fast Moving Consumer Goods 21.48
Financial Services 16.78
Construction Materials 13.67
Healthcare 13.14
Consumer Durables 7.32
Oil, Gas & Consumable Fuels 5.65
Chemicals 4.62
Construction 3.33
Telecommunication 3.27
Automobile and Auto Components 3.12

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal BSE Low Volatility Index Fund Reg 0.0