Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

A message from the fund manager/concerned person can go here.

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...

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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...

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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.

Other funds managed by him

  • Motilal Oswal Flexi Cap Fund
  • Motilal Oswal Dynamic Fund
  • Motilal Oswal Midcap 30 Fund
  • Motilal Oswal Nifty 5 YR Benchmark G Sec ETF
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Liquid Fund
  • Motilal Oswal Large and Midcap Fund
  • Motilal Oswal Long Term Equity Fund
  • Motilal Oswal Multi Asset Fund
  • Motilal Oswal Focused 25 Fund
  • Motilal Oswal Nasdaq 100 Fund of Fund
  • Motilal Oswal S & P 500 Index Fund
  • Motilal Oswal Ultra Short Term Fund
  • Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
  • Motilal Oswal Asset Allocation Passive Fund of Fund Conservative
  • Motilal Oswal Nifty 200 Momentum 30 Index Fund
  • Motilal Oswal NIFTY 200 Momentum 30 ETF
  • Motilal Oswal NASDAQ Q 50 ETF
  • Motilal Oswal MSCI EAFE Top 100 Select Index Fund
  • 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

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