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  • Mutual Fund
  • Motilal Oswal S&P BSE Low Volatility Index Fund (G)

Apr 25, 2024

Category

Others

AUM (Cr.)

73.96

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

1.03

Sharpe Ratio

30.67

Beta Ratio

0.00

Fund Manager

Swapnil Mayekar

Inception Date

Mar 23, 2022

Risk Level

Very High

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 S&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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal S&P BSE Low Volatility Index Fund (G) 1.55 24.29 40.14 0 0 23.09
Benchmark 0 0 0 0 0 0
Category Average - BEST ETFS/INDEX 2.7 17.08 27.59 18.74 15.38 15.25
Category Rank 5/2 2/2 3/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) 10.7152 1.71 0.00 0.00 0.00 441.45 1.00 100.00 invest
UTI-Nifty200 Momentum 30 Index Fund (G) 21.6152 1.71 69.09 26.31 0.00 4,848.58 0.92 5,000.00 invest
ICICI Pru Nifty 200 Momentum 30 Index Fund (G) 17.1794 1.71 67.38 0.00 0.00 156.71 0.99 5,000.00 invest
ICICI Pru Nifty 200 Momentum 30 Index Fund (IDCW) 17.1791 1.71 67.38 0.00 0.00 156.71 0.99 5,000.00 invest
Aditya Birla SL CRISIL IBX AAA Mar 2024 Index Fund-Reg (IDCW) 10.0000 -7.92 -1.09 0.00 0.00 404.54 0.32 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Maruti Suzuki Mar 31, 2024 2.85 3.85 126.76
Equity-ICICI Bank Mar 31, 2024 2.78 3.76 107.87
Equity-ITC Mar 31, 2024 2.75 3.72 171.50
Equity-Sun Pharma.Inds. Mar 31, 2024 2.74 3.71 63.93
Equity-Asian Paints Mar 31, 2024 2.70 3.65 177.04
Equity-Titan Company Mar 31, 2024 2.69 3.64 0.00
Equity-Nestle India Mar 31, 2024 2.68 3.62 81.25
Equity-Hind. Unilever Mar 31, 2024 2.65 3.58 138.18
Equity-Britannia Inds. Mar 31, 2024 2.63 3.56 127.44
Equity-Kotak Mah. Bank Mar 31, 2024 2.60 3.51 137.21

latest news

Motilal Oswal Mutual Fund Announces Appointment of Chief Investment Officer

Motilal Oswal Mutual Fund has announced that Mr. Niket Shah has been appoi...

Apr 25, 2024 14:11

Motilal Oswal Mutual Fund Announces Appointment of Managing Director (MD) and Chief Executive Officer (CEO)

Motilal Oswal Mutual Fund has announced that Mr. Navin Agarwal has ceased ...

Apr 25, 2024 14:02

Motial Oswal MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

Motilal Oswal Mutual Fund has announced 29 April 2024 as the record date fo...

Apr 25, 2024 09:20

Motilal Oswal Mutual Fund files for five new funds

Motilal Oswal Mutual Fund has submitted draft documents with SEBI for five ...

Apr 17, 2024 10:56

Motilal Oswal Midcap Fund Announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Mar 18, 2024 12:32

Motial Oswal MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Motilal Oswal Mutual Fund has announced 19 March 2024 as the record date fo...

Mar 16, 2024 09:44

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal S&P BSE Low Volatility Index Fund (G)
Contact Persone : Swapnil Mayekar
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi mumbai 4000
Telephone No : 022-39804263
Fax No. : 022-30896884
Email : mfservice:motilaloswal.com
Website : www.motilaloswalmf.com