Motilal Oswal BSE Low Volatility Index Fund-Regular plan
Category: Index Fund
Launch Date: 01-03-2022
AUM:
₹ 112.75 Cr
Expense Ratio
1.05%
Benchmark
BSE Low Volatility TRI
ISIN
INF247L01AZ2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Swapnil P Mayekar, Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal BSE Low Volatility Index Fund-Regular plan | -4.92 | 16.17 | - |
| 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
16.589
Last change
0.01 (0.0362%)
Fund Size (AUM)
₹ 112.75 Cr
Performance
15.73% (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
Swapnil P Mayekar, Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MRF LIMITED EQ | 4.36 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 3.99 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 3.91 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.72 |
| Nestle India Ltd | 3.72 |
| Dr. Reddys Laboratories Ltd | 3.71 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.62 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 3.59 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.55 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.54 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.96 |
| Fast Moving Consumer Goods | 18.14 |
| Healthcare | 13.52 |
| Consumer Durables | 10.02 |
| Information Technology | 8.14 |
| Automobile and Auto Components | 7.9 |
| Chemicals | 6.5 |
| Construction Materials | 6.33 |
| Telecommunication | 3.38 |
| Oil, Gas & Consumable Fuels | 3.29 |