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-2.93%
Cat. Avg.6.54%
2Y
Fund0.77%
Cat. Avg.6.02%
3Y
Fund11.93%
Cat. Avg.-19.46%
5Y
FundN/A
Cat. Avg.-17.32%
10Y
FundN/A
Cat. Avg.-19.96%
SI
Fund-23.89%
Cat. Avg.-5.83%
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 | 2.54 | 4.00% |
| 2 | Pidilite Industries Limited | 2.48 | 3.91% |
| 3 | ICICI Bank Limited | 2.41 | 3.79% |
| 4 | Shree Cement Limited | 2.29 | 3.60% |
| 5 | Hindustan Unilever Limited | 2.25 | 3.54% |
| 6 | Marico Limited | 2.24 | 3.53% |
| 7 | UltraTech Cement Limited | 2.22 | 3.51% |
| 8 | Bharti Airtel Limited | 2.18 | 3.44% |
| 9 | NTPC Limited | 2.16 | 3.40% |
| 10 | ITC Limited | 2.15 | 3.39% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 09 Jun, 25 | 60000 | 57714 | -3.8% | -7.3% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.17 L. | -2.7% | -2.7% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.88 L. | +4.2% | +2.8% |
| SI | 07 Apr, 22 | 2.50 L. | 2.61 L. | +4.5% | +2.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 97066 | -2.9% | -2.9% |
| 2Y | 29 May, 24 | 1 L. | 1.02 L. | +1.6% | +0.8% |
| 3Y | 29 May, 23 | 1 L. | 1.40 L. | +40.2% | +11.9% |
| SI | 30 Mar, 22 | 1 L. | 32060 | -67.9% | -23.9% |
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.