Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 13 Jan 2025₹15.71
Min. SIP amount₹500
RatingNA
Fund size₹103.04Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns-7.9%-6.4%9.9%59.3%
Category averageNANA11.6%NA
Rank with in category152239NA
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Holdings (30)

NameSectorInstrumentAssets
HealthcareEquity4.25%
FinancialEquity4.02%
TextilesEquity3.94%
HealthcareEquity3.94%
FinancialEquity3.82%
Consumer StaplesEquity3.79%
HealthcareEquity3.64%
CommunicationEquity3.63%
AutomobileEquity3.54%
HealthcareEquity3.49%
Consumer StaplesEquity3.46%
FinancialEquity3.44%
TechnologyEquity3.41%
TechnologyEquity3.40%
AutomobileEquity3.39%
Consumer StaplesEquity3.37%
Consumer StaplesEquity3.31%
AutomobileEquity3.15%
FinancialEquity3.14%
ChemicalsEquity3.13%
TechnologyEquity3.11%
FinancialEquity3.10%
ConstructionEquity3.10%
Consumer DiscretionaryEquity3.04%
EnergyEquity3.01%
ChemicalsEquity2.86%
Consumer StaplesEquity2.83%
Consumer StaplesEquity2.69%
InsuranceEquity2.63%
Consumer StaplesEquity2.58%
See All

Expense ratio, exit load and tax

Expense ratio: 0.43%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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