Motilal Oswal BSE Low Volatility ETF
Expense Ratio: 0.37
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: BSE Low Volatility TRI
Inception: 04-03-2022
Exit Load: Nil
Fund Size:₹73.15 Cr
Performance
1Y
Fund-2.31%
Cat. Avg.4.42%
2Y
Fund-1.60%
Cat. Avg.3.40%
3Y
Fund9.87%
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund-22.75%
Cat. Avg.-5.56%
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 | Pidilite Industries Limited | 3.60 | 4.51% |
| 2 | HDFC Bank Limited | 3.25 | 4.07% |
| 3 | ICICI Bank Limited | 3.23 | 4.04% |
| 4 | Nestle India Limited | 3.02 | 3.77% |
| 5 | Marico Limited | 2.98 | 3.73% |
| 6 | Shree Cement Limited | 2.94 | 3.68% |
| 7 | Apollo Hospitals Enterprise Limited | 2.92 | 3.65% |
| 8 | Asian Paints Limited | 2.86 | 3.57% |
| 9 | Grasim Industries Limited | 2.83 | 3.53% |
| 10 | Cipla Limited | 2.78 | 3.48% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59626 | -0.6% | -1.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.0% | -0.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.89 L. | +4.8% | +3.2% |
| SI | 07 Apr, 22 | 2.60 L. | 2.78 L. | +7.0% | +3.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 97628 | -2.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 96588 | -3.4% | -1.7% |
| 3Y | 20 Jul, 23 | 1 L. | 1.33 L. | +32.6% | +9.9% |
| SI | 30 Mar, 22 | 1 L. | 32869 | -67.1% | -22.8% |
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.