- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal BSE Low Volatility Index Fund Regular Growth
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.095
NAV (Oct 15)
Fund Returns
Last 1Y | 33.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.2% |
6 Month CAGR | 11.3% |
Scheme Information
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Low Volatility Total Return Index, subject to tracking error.
Expense Ratio | 1.03 |
Launched (0y ago) | 1.03 |
AUM in Crores | 103 |
ISIN | INF247L01AZ2 |
Lock-in | - |
Benchmark | BSE Low Volatility Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal BSE Low Volatility Index Fund (G) | 18,02,369 | 10,69,757 | 33.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Honeywell Automation India Ltd.
4.2%ITC Ltd.
3.9%Hindustan Unilever Ltd.
3.8%Bharti Airtel Ltd.
3.8%Britannia Industries Ltd.
3.8%Allocation by Sector
Consumer Staples
27.7%Financial
13.1%Materials
10.7%Automobile
9.7%Healthcare
9.3%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 23.5% | ||
26.7% | 28.3% | ||
4.9% | 4.2% | ||
35% | 25.2% | ||
26.1% | 19.3% |
Motilal Oswal BSE Low Volatility Index Fund Regular Plan Growth Review
Motilal Oswal BSE Low Volatility Index Fund Regular Plan Growth is a Large Cap Equity fund and has delivered an annualised return of 23.168% over a period of 2 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Rakesh Shetty, Swapnil P Mayekar.
Nav of Motilal Oswal BSE Low Volatility Index Fund as of 10/15/2024 is ₹17.09 with the total AUM as of 10/16/2024 is ₹103.0381. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal BSE Low Volatility Index Fund was launched on 2022-03-23. The category risk of the fund is null.
The minimum SIP amount for Motilal Oswal BSE Low Volatility Index Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal BSE Low Volatility Index Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Low Volatility Total Return Index.
It is rated as a null fund in Equity and delivered 33.852% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal BSE Low Volatility Index Fund.
Frequently Asked Questions
What is Motilal Oswal BSE Low Volatility Index Fund?
How to invest in Motilal Oswal BSE Low Volatility Index Fund?
You can invest in Motilal Oswal BSE Low Volatility Index Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal BSE Low Volatility Index Fund?
The minimum sip amount for Motilal Oswal BSE Low Volatility Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal BSE Low Volatility Index Fund Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal BSE Low Volatility Index Fund Regular Plan Growth?
The expense ratio of the Motilal Oswal BSE Low Volatility Index Fund Regular Growth is 1.03% for regular plan.
What is the NAV of Motilal Oswal BSE Low Volatility Index Fund?
Today's Motilal Oswal BSE Low Volatility Index Fund Regular Growth NAV is ₹17.09.