Sandbox
Motilal Oswal BSE Low Volatility Index Fund-Regular plan
Category: Index Fund
Launch Date: 01-03-2022
AUM:
₹ 115.85 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 | 3.22 | 14.08 | - |
| 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
16.7179
Last change
-0.09 (-0.5569%)
Fund Size (AUM)
₹ 115.85 Cr
Performance
14.85% (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 (%) |
|---|---|
| ITC LIMITED EQ NEW FV RE.1/- | 4.05 |
| AIA ENGINEERING LIMITED EQ NEW RE.2/- | 3.99 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.94 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 3.74 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.73 |
| ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- | 3.69 |
| Nestle India Ltd | 3.66 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.66 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.65 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.62 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 23.32 |
| Financial Services | 20.97 |
| Construction Materials | 11.55 |
| Healthcare | 9.55 |
| Consumer Durables | 6.97 |
| Automobile and Auto Components | 6.84 |
| Oil, Gas & Consumable Fuels | 6.57 |
| Capital Goods | 3.99 |
| Telecommunication | 3.41 |
| Chemicals | 3.41 |