Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 28 Mar 2024₹15.52
Min. SIP amount₹500
RatingNA
Fund size₹41.26Cr

Return calculator

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

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns9.9%21.0%43.5%54.0%
Category averageNANA41.2%NA
Rank with in category373240NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
HealthcareEquity5.03%
EnergyEquity4.98%
TechnologyEquity4.66%
AutomobileEquity4.28%
AutomobileEquity4.09%
HealthcareEquity4.05%
HealthcareEquity3.80%
Consumer StaplesEquity3.58%
HealthcareEquity3.55%
CommunicationEquity3.50%
See All

Pros and cons

Category: Other Index

Pros

Cons

1Y annualised returns higher than category average by 1.31%
Higher expense ratio: 0.43%

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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 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 management

Rakesh Shetty
Nov 2022 - Present
View details

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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