Motilal Oswal S&P BSE Low Volatility Index Fund-Regular plan
Category: Index Fund
Launch Date: 23-03-2022
AUM:
₹ 49.5 Cr
Expense Ratio
1.03%
Benchmark
S&P BSE Low Volatility TRI
ISIN
INF247L01AZ2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Swapnil P Mayekar, Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal S&P BSE Low Volatility Index Fund-Regular plan | 36.89 | - | - |
| S&P BSE Low Volatility TRI | 38.88 | 29.01 | 24.92 |
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
15.4442
Last change
0.02 (0.1489%)
Fund Size (AUM)
₹ 49.5 Cr
Performance
22.74% (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 (%) |
|---|---|
| Others | 3.98 |
| ICICI Bank Ltd. | 3.75 |
| Maruti Suzuki India Ltd. | 3.71 |
| Honeywell Automation India Ltd. | 3.7 |
| ITC Ltd. | 3.59 |
| Bharti Airtel Ltd. | 3.58 |
| Asian Paints Ltd. | 3.5 |
| United Breweries Ltd. | 3.45 |
| Hindustan Unilever Ltd. | 3.34 |
| Pidilite Industries Ltd. | 3.33 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 25.81 |
| Financial | 13.02 |
| Materials | 9.89 |
| Automobile | 9.5 |
| Healthcare | 8.9 |
| Consumer Discretionary | 6.47 |
| Others | 3.98 |
| Capital Goods | 3.7 |
| Communication | 3.58 |
| Chemicals | 3.33 |