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-3.06%
Cat. Avg.2.61%
2Y
Fund-2.38%
Cat. Avg.3.39%
3Y
Fund8.80%
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund11.47%
Cat. Avg.7.02%
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 | 3.85 | 4.49% |
| 2 | HDFC Bank Limited | 3.48 | 4.05% |
| 3 | ICICI Bank Limited | 3.45 | 4.02% |
| 4 | Nestle India Limited | 3.23 | 3.76% |
| 5 | Marico Limited | 3.19 | 3.72% |
| 6 | Shree Cement Limited | 3.15 | 3.67% |
| 7 | Apollo Hospitals Enterprise Limited | 3.12 | 3.64% |
| 8 | Asian Paints Limited | 3.06 | 3.56% |
| 9 | Grasim Industries Limited | 3.02 | 3.52% |
| 10 | Cipla Limited | 2.97 | 3.46% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59384 | -1.0% | -2.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -0.8% | -0.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.86 L. | +3.4% | +2.3% |
| SI | 07 Apr, 22 | 2.60 L. | 3.04 L. | +16.9% | +7.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 96880 | -3.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 95077 | -4.9% | -2.5% |
| 3Y | 20 Jul, 23 | 1 L. | 1.29 L. | +28.8% | +8.8% |
| SI | 30 Mar, 22 | 1 L. | 1.60 L. | +59.7% | +11.5% |
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.