Why Invest in this fund?

Investment Horizon

This fund aims to invest in Medium to Long Term horizon.

For Whom

Investors who like to invest with a long-term wealth creation view. Investors who believe in wealth creation over a long period of time.

Allocations

Number of Stocks

Overview

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Low Volatility Total Return Index, subject to tracking error. However, there is no guarantee or...

Portfolio Turnover Ratio

1.04

Latest AUM

null

Total Expense Ratio

null

Date of Allotment

23-3-2022

Benchmark

S&P BSE Sensex

Performance

Lumpsum

Investment of

for

Yearly

would have become ₹ 10000.00

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 31-7-2022

Scheme Details

Entry Load

Nil

Exit Load

1% - If redeemed on or before 15 days from the date of allotment

Type of Scheme

An open ended fund replicating/tracking S&P BSE Low Volatility Total Return Index

Methodology

Methodology and illustration of sale and repurchase price of units1. Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular da...

Product Labeling

This product is suitable for investors who are seeking*

Return that corresponds to the total returns of the S&P BSE Low Volatility Total Return Index subject to tracking error.
Long term capital growth.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scheme Riskometer
Investors understand that their principal will be at Very High risk
Benchmark Riskometer
S&P BSE Sensex
Investors understand that their principal will be at Very High risk

Fund Manager

Swapnil Mayekar

Swapnil has over 12 years of experience in the fund management and product development.Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.Business Standard, Research Associate from August 2005 to February 2010.

Other funds managed by him

Motilal Oswal Nifty Bank Index Fund
Motilal Oswal Nifty 50 ETF
Motilal Oswal Nifty Midcap 100 ETF
Motilal Oswal Nifty Midcap 150 Index Fund
Motilal Oswal Nasdaq 100 Fund of Fund
Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty Next 50 Index Fund
Motilal Oswal Nifty 500 Index Fund
Motilal Oswal Nifty Smallcap 250 Index Fund
Motilal Oswal 5 Year G Sec Fund Of Fund
Motilal Oswal Nifty 200 Momentum 30 Index Fund
Motilal Oswal NIFTY 200 Momentum 30 ETF
Motilal Oswal S&P BSE Low Volatility ETF
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund
Motilal Oswal S&P BSE Enhanced Value Index Fund
Motilal Oswal S&P BSE Quality Index Fund
Motilal Oswal S&P BSE Healthcare ETF

Abhiroop Mukherjee

Abhiroop has over 13 years of experience in the Debt and Money Market Instruments Securities trading and fund management.

Motilal Oswal Asset Management Company Ltd. - Associate Vice President - Debt and Money Market Instruments from May 2011 onwards

PNB Gilts Ltd. - Assistant Vice President - Debt and Money Market Instruments from April 2007 to May 2011.