SCHEME OVERVIEW

Motilal Oswal BSE Low Volatility Index Fund-Regular plan

Category: Index Fund
Launch Date: 01-03-2022
Asset Class:
Benchmark: BSE Low Volatility TRI
Expense Ratio: 1.03% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 104.87 Cr As on (31-03-2025)
Turn over:
NAV as on 29-04-2025

15.8606

0.02 (0.0952%)

CAGR Since Inception

16.16%

BSE Low Volatility TRI 17.8%

PERFORMANCE of Motilal Oswal BSE Low Volatility Index Fund-Regular plan

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal BSE Low Volatility Index Fund-Regular plan 2.11 15.82 - - 16.16
Benchmark - - - - -
Index Fund 6.57 13.09 22.06 11.88 8.03

Yearly Performance (%)

Nav Movement

Fund Managers

Swapnil P Mayekar, Rakesh Shetty

Investment 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 &P BSE Low Volatility Total Return Index, subject to tracking error.

RETURNS CALCULATOR for Motilal Oswal BSE Low Volatility Index Fund-Regular plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal BSE Low Volatility Index Fund-Regular plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal BSE Low Volatility Index Fund-Regular plan 14.51 - -
Index Fund - - - - - -

PEER COMPARISION

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal BSE Low Volatility Index Fund-Regular plan

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)