Motilal Oswal BSE Low Volatility Index Fund - Growth - Direct Plan

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  • Net Change on 23-01-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 S&P BSE Low Volatility Total Return Index, subject totracking error.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE Low Volatility Index - TRI -0.67 -4.88 N/A N/A N/A -4.06
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 9.63 12.78 17.18 0.20 2,065.79
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 11.82 19.98 25.14 0.30 2,059.62
Axis Nifty 100 Index Fund - Direct Plan - Growth Option Oct 18, 2019 9.17 10.91 15.11 0.21 1,689.53
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 11.54 17.33 25.66 0.36 868.82
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 7.25 9.67 9.88 0.33 603.83

Fund Holdings as on 31-December-2024

  • Sun Pharmaceutical Industries Limited

  • ICICI Bank Limited

  • Page Industries Limited

  • Dr. Reddy's Laboratories Limited

  • HDFC Bank Limited

  • ITC Limited

  • Apollo Hospitals Enterprise Limited

  • Bharti Airtel Limited

  • MRF Limited

  • Abbott India Limited

  • Nestle India Limited

  • Kotak Mahindra Bank Limited

  • Infosys Limited

  • Tata Consultancy Services Limited

  • Bosch Limited

  • Hindustan Unilever Limited

  • Britannia Industries Limited

  • Maruti Suzuki India Limited

  • Bajaj Finserv Limited

  • Pidilite Industries Limited

  • Tata Elxsi Limited

  • SBI Cards and Payment Services Limited

  • Grasim Industries Limited

  • Titan Company Limited

  • Reliance Industries Limited

  • Asian Paints Limited

  • Dabur India Limited

  • Relaxo Footwears Limited

  • Star Health And Allied Insurance Company Limited

  • Tata Consumer Products Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Consumer Food

  • Household & Personal Products

  • Textile

  • Cigarettes/Tobacco

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Tyres & Allied

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Chemicals

  • Diversified

  • Finance - NBFC

  • Diamond & Jewellery

  • Refineries

  • Paints

  • Footwear

  • Insurance

  • Tea/Coffee

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal BSE Low Volatility Index Fund

Scheme Analysis

Motilal Oswal BSE Low Volatility Index Fund is a Index Funds - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 23-Mar-2022 and currently has an AUM of ₹104.91 crore. Motilal Oswal BSE Low Volatility Index Fund is benchmarked against BSE Low Volatility Index - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Motilal Oswal BSE Low Volatility Index Fund ended up ₹0.1(0.64%)yesterday to ₹15.8967.

Among its top 3 holdings the fund has exposure to Sun Pharmaceutical Industries Limited, and

The Motilal Oswal BSE Low Volatility Index Fund is managed by Swapnil P Mayekar and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161