Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
Equity
Thematic-Factor-based
₹0.43% 1D
NAV on
Fund Summary
Ionic Wealth AI
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Fund Overview
- Rating
2 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹86 Cr
- Created on3 March 2022
Fund Ranking
#33
/ 27 in Thematic-Factor-based
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-4.8%
- 1 Year-4.0%
- 3 Year (CAGR)9.0%
- All Time (CAGR)11.3%
Category Return
- 6 Month2.0%
- 1 Year1.9%
- 3 Year (CAGR)14.8%
- All Time (CAGR)-
Asset Allocation
- Equity99.4%
- Other0.6%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.64%
- Asian Paints3.56%
- ACC3.14%
- Britannia Industries2.78%
- Cipla3.46%
Fund Information
- Expense Ratio1.15%
- 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. 0.30 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 13.99 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -2.02 - 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