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Business News/Market/Market Stats/    Motilal Oswal BSE Low Volatility Index Fund Regular Growth

Motilal Oswal BSE Low Volatility Index Fund Regular Growth

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  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
16.90 +0.07 (0.40%) NAV as on 16 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)52.27
  • CAGR 37.50%
  • Exit Load1.00%
  • Expense ratio1.03%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2022-03-23

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 1.94
  • 3.71%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

 

The Motilal Oswal BSE Low Volatility Index Fund Regular Growth has an AUM of 52.27 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.03%. The minimum investment in Motilal Oswal BSE Low Volatility Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Honeywell Automation India, Bharti Airtel, ICICI Bank & Maruti Suzuki India.

 

The major sectors where the fund is invested are Regional Banks, Personal & Household Prods., Food Processing & Biotechnology & Drugs.

 

Some of the similar funds are Groww Nifty Smallcap 250 Index Fund Regular Growth, Edelweiss Nifty Smallcap 250 Index Fund Regular Growth, Motilal Oswal BSE Low Volatility Index Fund Regular Growth, Tata Nifty Auto Index Fund Regular Growth, ICICI Prudential Nifty50 Value 20 Index Fund Regular Growth. Motilal Oswal BSE Low Volatility Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Motilal Oswal BSE Low Volatility Index Fund Regular Growth

According to the morning star rating Motilal Oswal BSE Low Volatility Index Fund Regular Growth has a Moderate risk & Exceptional return.
Motilal Oswal BSE Low Volatility Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty.
The expense ratio of Motilal Oswal BSE Low Volatility Index Fund Regular Growth is 1.03%.
The 5 year annualized return on Motilal Oswal BSE Low Volatility Index Fund Regular Growth is 0.00% & it has generated 37.50% in the last 1 year.
The minimum investment in Motilal Oswal BSE Low Volatility Index Fund Regular Growth is 500 Rs.
Motilal Oswal BSE Low Volatility Index Fund Regular Growth has an AUM of 52.27 crores.
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