Motilal Oswal BSE Low Volatility Index Fund-Regular plan

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 01-03-2022
Asset Class:
Benchmark: BSE Low Volatility Index
TER: 1.03% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 102.21 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: 1% -If redeemed on or before 15 days from the date of allotment Nil- If redeemed after 15 days from the date of allotment. A switch-out or a withdrawal shall also be subjected to the like any redemption. One investor held 26.47% of the net assets (as on allotment date 23/03/2022) and the same will be rebalanced as per regulatory guidelines.

15.695

18.0%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 100 Low Volatility 30 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 &P BSE Low Volatility Total Return Index, subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal BSE Low Volatility Index Fund-Regular plan 01-03-2022 15.0 17.69 - - -
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 10-07-2023 39.2 - - - -
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 38.52 32.15 - - -
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 01-12-2022 36.03 39.46 - - -
ICICI Prudential Nifty Next 50 Index Fund - Growth 05-06-2010 35.0 25.81 19.57 19.12 14.22
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 01-02-2019 34.83 25.91 19.77 19.27 -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 34.79 25.65 19.49 19.22 -
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 34.75 25.63 19.45 - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 34.75 25.56 19.65 - -
HDFC NIFTY Next 50 Index Fund - Growth Option 05-11-2021 34.72 25.53 19.26 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.88%

Others

-0.03%

Large Cap

78.04%

Mid Cap

19.12%

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