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 TRI |
| TER: 1.05% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 104.87 Cr As on 31-03-2025(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. |
15.6597
-0.12 (-0.7388%)
15.53%
Benchmark: 17.73%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 100 Low Volatility 30 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | 3.44 | 17.69 | 16.99 | - | - |
| Tata Nifty Financial Services Index Fund - Regular Plan - Growth | 01-04-2024 | 20.02 | - | - | - | - |
| Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth | 26-04-2024 | 19.9 | - | - | - | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 17.87 | - | - | - | - |
| ICICI Prudential Nifty Pharma Index Fund - Growth | 14-12-2022 | 13.64 | 27.48 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.88%
Others
-0.25%
Large Cap
74.45%
Mid Cap
22.91%
