Motilal Oswal BSE Low Volatility Index Fund Direct Growth
Equity
Direct
Index Funds
NAV as on 28-11-2024
₹ 15.96
Inception Returns
19.5%
/yr
About Motilal Oswal BSE Low Volatility Index Fund Direct Growth
Motilal Oswal BSE Low Volatility Index Fund Direct Growth is an equity fund. This fund was started on 23 March, 2022. The fund is managed by Swapnil Mayekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal BSE Low Volatility Index Fund Direct Growth has ₹100 Cr worth of assets under management (AUM) as on Oct 2024 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
Motilal Oswal BSE Low Volatility Index Fund Direct Growth has given a CAGR return of 19.46% since inception. Over the last 1 year the fund has given a CAGR return of 21.87%.
Holdings
Motilal Oswal BSE Low Volatility Index Fund Direct Growth has allocated its funds majorly in Consumer Defensive, Financial Services, Consumer Cyclical, Health, Basic Materials, Tech, Communication, Energy. Its top holdings are Sun Pharmaceuticals Industries Ltd, ICICI Bank Ltd, Britannia Industries Ltd, ITC Ltd, HDFC Bank Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Motilal Oswal BSE Low Volatility Index Fund Direct Growth
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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal BSE Low Volatility Index Fund Direct Growth has no lock in period.
Historical NAV & Returns
Motilal Oswal BSE Low Volatility Index Fund Direct Growth Overview
| Expense ratio | 0.43% |
Benchmark | BSE Low Volatility TR INR |
| AUM | ₹100 Cr |
| Inception Date | 23 March, 2022 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 141.97% |
| STCG | Redeeming before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Fund Distribution
as on (31-Oct-24)
- This fund’s returns stands at -8.19% whereas the fund’s underlying benchmark Nifty 50 returns stands at -6.17% as on Oct'24
- This fund underperformed Nifty 50 by 2.02% in Oct'24
- AUM of the fund stands at 103 Cr as of Oct'24
- AUM has remained same between Oct'24 and Sep'24
Top 3 Sectors in October were Consumer Defensive, Financial Services & Consumer Cyclical
Top Growth Drivers | 1M Return |
|---|---|
 Page Industries Ltd | 7.1% |
 HDFC Bank Ltd | 3% |
 ICICI Bank Ltd | 0.9% |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹100 Cr
Expense Ratio 0.43%
Frequently Asked Questions for Motilal Oswal BSE Low Volatility Index Fund Direct Growth
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -2.54% | -2.54% |
6 Month Returns | 1.45% | 1.45% |
1 Year Returns | 21.87% | 21.87% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | 1.46 | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | 15.03 | - | - |