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MOTILAL OSWAL MUTUAL FUND

Motilal Oswal BSE Low Volatility ETF - REGULAR PLAN

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Fund House : MOTILAL OSWAL MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-20)
37.38 0.59%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
0.37%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹1,003.14
0.31 %
Two Week 2025-06-05 ₹1,000.00 ₹1,003.69
0.37 %
One Month 2025-05-21 ₹1,000.00 ₹1,003.64
0.36 %
Three Months 2025-03-24 ₹3,000.00 ₹3,082.23
2.74 %
Six Months 2024-12-23 ₹6,000.00 ₹6,257.48
4.29 %
One Year 2024-06-20 ₹12,000.00 ₹12,196.48
1.64 %
Three Year 2022-06-21 ₹36,000.00 ₹42,618.96
18.39 %
Since Inception 2022-03-23 ₹40,000.00 ₹44,614.26
11.54 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Larsen & Toubro Limited - Equity 100.00
NTPC Limited - Equity 200.00
Adani Ports and Special Economic Zone Limited - Equity 300.00
InterGlobe Aviation Limited - Equity 400.00
Power Grid Corporation of India Limited - Equity 500.00
Oil & Natural Gas Corporation Limited - Equity 600.00
Rail Vikas Nigam Limited - Equity 700.00
Power Finance Corporation Limited - Equity 800.00
GAIL (India) Limited - Equity 900.00
REC Limited - Equity 1,000.00
Tata Power Company Limited - Equity 1,100.00
Kalpataru Projects International Limited - Equity 1,200.00
NBCC (India) Limited - Equity 1,300.00
NCC Limited - Equity 1,400.00
KEC International Limited - Equity 1,500.00
IRB Infrastructure Developers Limited - Equity 1,600.00
Adani Power Limited - Equity 1,700.00
GMR Airports Limited - Equity 1,800.00
Indian Railway Finance Corporation Limited - Equity 1,900.00
Adani Green Energy Limited - Equity 2,000.00
IRCON International Limited - Equity 2,100.00
Oil India Limited - Equity 2,200.00
NHPC Limited - Equity 2,300.00
JSW Energy Limited - Equity 2,400.00
Torrent Power Limited - Equity 2,500.00
Gujarat State Petronet Limited - Equity 2,600.00
The Great Eastern Shipping Company Limited - Equity 2,700.00
CESC Limited - Equity 2,800.00
Jaiprakash Power Ventures Limited - Equity 2,900.00
Gujarat Pipavav Port Limited - Equity 3,000.00
MRF Limited - Equity 100.00
Nestle India Limited - Equity 200.00
ICICI Bank Limited - Equity 300.00
HDFC Bank Limited - Equity 400.00
Britannia Industries Limited - Equity 500.00
Dr. Reddy's Laboratories Limited - Equity 600.00
SBI Life Insurance Company Limited - Equity 700.00
Hindustan Unilever Limited - Equity 800.00
ITC Limited - Equity 900.00
Pidilite Industries Limited - Equity 1,000.00
HDFC Life Insurance Company Limited - Equity 1,100.00
Reliance Industries Limited - Equity 1,200.00
Sun Pharmaceutical Industries Limited - Equity 1,300.00
Bharti Airtel Limited - Equity 1,400.00
Titan Company Limited - Equity 1,500.00
Apollo Hospitals Enterprise Limited - Equity 1,600.00
PI Industries Limited - Equity 1,700.00
SBI Cards and Payment Services Limited - Equity 1,800.00
AIA Engineering Limited - Equity 1,900.00
Asian Paints Limited - Equity 2,000.00
Shree Cement Limited - Equity 2,100.00
Tata Consultancy Services Limited - Equity 2,200.00
HCL Technologies Limited - Equity 2,300.00
Bajaj Finserv Limited - Equity 2,400.00
Grasim Industries Limited - Equity 2,500.00
Maruti Suzuki India Limited - Equity 2,600.00
Relaxo Footwears Limited - Equity 2,700.00
Abbott India Limited - Equity 2,800.00
Infosys Limited - Equity 2,900.00
Dabur India Limited - Equity 3,000.00
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Swapnil Mayekar (more than 13 years), Rakesh Shetty (more than 14 years),
  • Expense ration regular : 0.37
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : others
Exit load
Nil

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