Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
Equity
Thematic-Factor-based
₹-0.18% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
2 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹72 Cr
- Created on3 March 2022
Fund Ranking
#35
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
Loading...
Returns
Trailing Return
Rolling Return
- 6 Month-3.2%
- 1 Year-0.3%
- 3 Year (CAGR)8.5%
- All Time (CAGR)11.3%
Category Return
- 6 Month3.9%
- 1 Year5.4%
- 3 Year (CAGR)12.3%
- All Time (CAGR)-
Asset Allocation
- Equity99.5%
- Other0.5%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.69%
- Asian Paints3.65%
- ACC3.16%
- Britannia Industries2.88%
- Cipla3.43%
Fund Information
- Expense Ratio1.20%
- Exit LoadExit load of 1% if redeemed within 15 days.
- Lock-In PeriodNo Lock-In
Managed By
Swapnil P Mayekar
March 2022 - Present
Rakesh Shetty
Nov 2022 - Present
Dishant Mehta
Oct 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.24 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 13.82 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -2.42 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.86