Compare Motilal Oswal BSE Low Volatility Index Fund vs UTI Large & Mid Cap Fund
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.05 | 1.87 |
NAV | ₹16.69 | ₹184.77 |
Fund Started | 04 Mar 2022 | 01 Aug 2005 |
Fund Size | ₹115.85 Cr | ₹5498.45 Cr |
Exit Load | Exit load of 1% if redeemed within 15 days. | Exit load of 1% if redeemed less than 1 year |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.05
1.87
NAV
₹16.69
₹184.77
Fund Started
04 Mar 2022
01 Aug 2005
Fund Size
₹115.85 Cr
₹5498.45 Cr
Exit Load
Exit load of 1% if redeemed within 15 days.
Exit load of 1% if redeemed less than 1 year
1 Year | 3.22% | 1.69% |
3 Year | 14.08% | 21.32% |
5 Year | - | 21.82% |
1 Year
3.22%
1.69%
3 Year
14.08%
21.32%
5 Year
-
21.82%
Equity | 99.98% | 96.48% |
Cash | 0.02% | 3.38% |
Equity
99.98%
96.48%
Cash
0.02%
3.38%
Top 10 Holdings |
|
|
Top 10 Holdings
ITC Ltd. | 4.05% |
AIA Engineering Ltd. | 3.99% |
HDFC Bank Ltd. | 3.94% |
Sun Pharmaceutical Industries Ltd. | 3.74% |
State Bank of India | 3.73% |
Asian Paints Ltd. | 3.69% |
Nestle India Ltd. | 3.66% |
Reliance Industries Ltd. | 3.66% |
ICICI Bank Ltd. | 3.65% |
Axis Bank Ltd. | 3.62% |
HDFC Bank Ltd. | 5.59% |
ICICI Bank Ltd. | 3.61% |
Infosys Ltd. | 3.59% |
Reliance Industries Ltd. | 3.18% |
The Federal Bank Ltd. | 2.74% |
ITC Ltd. | 2.62% |
Vedanta Ltd. | 2.47% |
Aditya Birla Capital Ltd. | 2.41% |
Wipro Ltd. | 2.39% |
Indus Towers Ltd. | 2.24% |
Name | Swapnil P Mayekar | V Srivatsa |
Start Date | 18 Nov 2025 | 10 Aug 2018 |
Name
Swapnil P Mayekar
V Srivatsa
Start Date
18 Nov 2025
10 Aug 2018
Description | 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. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies. |
Launch Date | 04 Mar 2022 | 01 Aug 2005 |
Description
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.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
Launch Date
04 Mar 2022
01 Aug 2005