Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
Equity
Thematic-Factor-based
₹0.13% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
- Rating
2 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹60 Cr
- Created on3 March 2022
Fund Ranking
#35
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-5.5%
- 1 Year-11.4%
- 3 Year (CAGR)4.9%
- All Time (CAGR)8.8%
Category Return
- 6 Month-0.6%
- 1 Year-3.4%
- 3 Year (CAGR)9.3%
- All Time (CAGR)10.6%
Asset Allocation
- Equity95.3%
- Other4.8%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.48%
- ACC2.88%
- Britannia Industries3.11%
- Castrol India4.94%
- Cipla3.17%
Fund Information
- Expense Ratio1.33%
- 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. 0.03 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 14.42 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -3.37 - 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. 0.87
Refer other scheme related information here: Scheme details, SAI, Portfolio Disclosures, Fact Sheet, Scheme Performance, Fund news, Commission Disclosure
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.