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Motilal Oswal BSE Low Vol Idx

Motilal Oswal BSE Low Vol Idx

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation16.1%
Maximum Drawdown-17.2% | Oct 2024
Sharpe Ratio-0.82

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.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers22.36%
Utilities9.93%
Energy & Infra15.51%
Capital Goods11.91%
Financial Services16.67%
Services23.63%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Castrol India LtdEnergy & Infra4.94%
Mindspace Business Parks REIT UnitEnergy & Infra4.47%
Marico LtdConsumers3.65%
Abbott India LtdServices3.62%
Apollo Hospitals Enterprise LtdServices3.48%
ITC LtdConsumers3.47%
Sun Pharmaceuticals Industries LtdServices3.45%
NTPC LtdUtilities3.42%
Bharti Airtel LtdServices3.42%
SBI Life Insurance Co LtdFinancial Services3.41%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

RS

Rakesh Shetty

Lead Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

DM
Dishant Mehta
Co-Portfolio Manager

Dishant Mehta has experience of 2 years. Manages 101 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr

SM
Swapnil Mayekar
Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Team

28 years

Combined Team Experience

AUM

₹ 29,325 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.2%
Exit Load1%

iconRegulatory & Tax Information

INF247L01AZ2
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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