September 17, 2022
mayank
Motilal Oswal S&P BSE Low Volatility Index Fund
NAV Growth : Rs 10.6034
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
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.
Fund Manager :
1) Abhiroop Mukherjee
Education : Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience : Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
2) Swapnil P Mayekar
Education : Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience : Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Investment Details
| Min. Investment (Rs) : | 500 |
| Min. Addl Investment (Rs) : | 500 |
| Min. SIP Investment (Rs) : | 500 |
| Min. Withdrawal (Rs) : | 500 |
| Min. No of Cheques : | 12 |
| Min. Balance (Rs) : | — |
| Lock-in Period : | NA |
| Exit Load : | 1% for redemption within 15 days |
Basic Details
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 23-Mar-22 |
| Return Since Launch : | 6.03% |
| Benchmark : | S&P BSE Low Volatility TRI |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 10 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.36% |
| (As on 31-Jul-2022) | |
| Risk Grade : | — |
| Return Grade : | — |
| Turnover : | — |
Motilal Oswal S&P BSE Low Volatility Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal S&P BSE Low Volatility Index Dir | — | -2.88 | -2.54 | 9.42 | — | — | — | — | — | — |
| S&P BSE 100 TRI | — | -2.07 | -0.91 | 15.73 | — | — | — | — | — | — |
| Equity: Large Cap | — | -2.14 | -0.06 | 16.48 | — | — | — | — | — | — |
| Rank within category | — | 81 | 91 | 88 | — | — | — | — | — | — |
| Number of funds in category | 79 | 93 | 91 | 88 | 87 | 75 | 59 | 49 | 48 | 0 |
Motilal Oswal S&P BSE Low Volatility Index Fund Peer Comparison
| Fund name | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| Motilal Oswal S&P BSE Low Volatility Index Dir | Unrated | — | — | — | 0.36 | 10 | 6.03 | 1.00 (15) | 0yrs 5mo | — |
| Axis Bluechip Dir | 5 star | -5.77 | 16.18 | 13.96 | 0.55 | 36,980 | 15.39 | 1.00 (365) | 9yrs 8mo | 45.00 |
| Mirae Asset Large Cap Dir | 4 star | -0.74 | 18.09 | 12.52 | 0.51 | 33,747 | 16.86 | 1.00 (365) | 9yrs 8mo | 22.00 |
| ICICI Pru Bluechip Dir | 5 star | 3.97 | 18.78 | 12.55 | 1.05 | 33,739 | 14.96 | 1.00 (365) | 9yrs 8mo | 28.00 |
| UTI Mastershare Dir | 4 star | -1.26 | 19.07 | 12.93 | 1.04 | 10,570 | 13.92 | 1.00 (365) | 9yrs 8mo | 29.00 |
Portfolio Analysis
| No. of Stocks : | 30 |
| Top 10 Stocks % : | 40.04 |
| Top 5 Stocks % : | 21.59 |
| Top 3 Sectors % : | 56.14 |
| Portfolio P/B Ratio : | 6.65 |
| Portfolio P/E Ratio : | 31.10 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 81,515 | 2,84,979 |
| Giant (%) | 21.20 | 62.49 |
| Large (%) | 40.95 | 29.57 |
| Mid (%) | 35.22 | 10.24 |
| Small (%) | 2.63 | 1.92 |
| Tiny (%) | — | — |
Motilal Oswal S&P BSE Low Volatility Index Fund by Chanakya :
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Apply Online :
Stock Research Reports :
https://www.analysislibrary.com/
NFO Guidance :
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