Motilal Oswal BSE Low Volatility Index Fund-Regular Plan
Expense Ratio: 1.05
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: BSE Low Volatility TRI
Inception: 04-03-2022
Exit Load: Nil
Fund Size:₹115.84 Cr
Performance
1Y
Fund-4.51%
Cat. Avg.1.75%
2Y
Fund-3.23%
Cat. Avg.2.72%
3Y
Fund8.93%
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund11.29%
Cat. Avg.6.89%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
11.90%
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 3.75 | 4.01% |
| 2 | Pidilite Industries Limited | 3.66 | 3.91% |
| 3 | ICICI Bank Limited | 3.55 | 3.80% |
| 4 | Shree Cement Limited | 3.38 | 3.61% |
| 5 | Hindustan Unilever Limited | 3.32 | 3.55% |
| 6 | Marico Limited | 3.30 | 3.53% |
| 7 | UltraTech Cement Limited | 3.29 | 3.51% |
| 8 | Bharti Airtel Limited | 3.23 | 3.45% |
| 9 | NTPC Limited | 3.19 | 3.41% |
| 10 | ITC Limited | 3.18 | 3.40% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58905 | -1.8% | -3.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.6% | -1.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +2.6% | +1.7% |
| SI | 07 Apr, 22 | 2.60 L. | 3.01 L. | +15.9% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 95487 | -4.5% | -4.5% |
| 2Y | 16 Jul, 24 | 1 L. | 93643 | -6.4% | -3.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.29 L. | +28.8% | +8.8% |
| SI | 30 Mar, 22 | 1 L. | 1.58 L. | +58.4% | +11.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.