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Motilal Oswal BSE Low Volatility Index Fund Direct - Growth Portfolio Analysis
Previously called: Motilal Oswal S&P BSE Low Volatility Index Direct-G
Portfolio Summary
| Number of stocks | 30 |
| Top 10 Stocks (%) | 37.589999999999996 % |
| Top 5 Stocks (%) | 19.55 % |
| Top 3 Stocks (%) | 12.0 % |
Portfolio Aggregates
Large Cap Stocks (%) 65.02
74.57 %
This fund
Vs
65.02 %
Category
Mid Cap Stocks (%)
22.64%
This fund
Vs
34.21%
Category
Small Cap Stocks (%)
2.79%
This fund
Vs
0.77%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Apr 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | May 23 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Consumer Staples | 17.759999999999998 % | 19.47 Crs | 19.340000000000003 % | 20.28 Crs | 19.849999999999998 % | 20.29 Crs | 20.23 % | 20.31 Crs | 21.25 % | 21.88 Crs | 28.31 % | 26.75 Crs | 27.720000000000002 % | 24.84 Crs | 26.79 % | 20.42 Crs | 26.99 % | 14.11 Crs | 25.81 % | 12.77 Crs | 26.84 % | 19.86 Crs | 17.89 % | 7.37 Crs | 18.79 % | 7.15 Crs | 20.169999999999998 % | 6.78 Crs | 18.51 % | 5.73 Crs | 20.67 % | 5.23 Crs | 19.99 % | 4.78 Crs | 23.4 % | 5.41 Crs | 23.850000000000005 % | 5.06 Crs | 24.15 % | 4.73 Crs | 24.29 % | 4.33 Crs | |
| Financial | 13.580000000000002 % | 14.89 Crs | 17.52 % | 18.37 Crs | 17.67 % | 18.05 Crs | 17.27 % | 17.32 Crs | 16.759999999999998 % | 17.25 Crs | 13.09 % | 12.36 Crs | 13.07 % | 11.71 Crs | 13.969999999999999 % | 10.65 Crs | 13.770000000000001 % | 7.2 Crs | 13.02 % | 6.44 Crs | 13.38 % | 9.89 Crs | 8.27 % | 3.41 Crs | 8.67 % | 3.3 Crs | 9.53 % | 3.2 Crs | 8.809999999999999 % | 2.73 Crs | 9.87 % | 2.5 Crs | 9.98 % | 2.38 Crs | 8.67 % | 2 Crs | 8.959999999999999 % | 1.9 Crs | 9.190000000000001 % | 1.79 Crs | 9.709999999999999 % | 1.73 Crs | |
| Healthcare | 13.56 % | 14.86 Crs | 15.32 % | 16.06 Crs | 13.98 % | 14.29 Crs | 14.21 % | 14.25 Crs | 13.5 % | 13.9 Crs | 9.8 % | 9.26 Crs | 9.299999999999999 % | 8.34 Crs | 9.06 % | 6.9 Crs | 9.03 % | 4.71 Crs | 8.899999999999999 % | 4.4 Crs | 9.690000000000001 % | 7.16 Crs | 22.8 % | 9.41 Crs | 22.32 % | 8.49 Crs | 21.269999999999996 % | 7.16 Crs | 20.11 % | 6.23 Crs | 20.42 % | 5.17 Crs | 20.85 % | 4.98 Crs | 28.630000000000003 % | 6.63 Crs | 28.74 % | 6.1 Crs | 27.62 % | 5.41 Crs | 26.77 % | 4.77 Crs | |
| Materials | 9.86 % | 10.82 Crs | 5.96 % | 6.24 Crs | 6.359999999999999 % | 6.5 Crs | 6.859999999999999 % | 6.88 Crs | 6.85 % | 7.05 Crs | 10.39 % | 9.82 Crs | 10.66 % | 9.54 Crs | 10.7 % | 8.15 Crs | 10.280000000000001 % | 5.37 Crs | 9.89 % | 4.89 Crs | 10.14 % | 7.49 Crs | 8.65 % | 3.57 Crs | 9.0 % | 3.42 Crs | 9.84 % | 3.31 Crs | 8.91 % | 2.76 Crs | 9.700000000000001 % | 2.45 Crs | 9.77 % | 2.33 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Technology | 8.86 % | 9.71 Crs | 9.92 % | 10.41 Crs | 9.889999999999999 % | 10.12 Crs | 9.379999999999999 % | 9.42 Crs | 9.31 % | 9.59 Crs | 3.29 % | 3.11 Crs | 3.18 % | 2.84 Crs | 2.95 % | 2.25 Crs | 2.96 % | 1.54 Crs | 2.92 % | 1.44 Crs | 3.13 % | 2.31 Crs | 11.07 % | 4.56 Crs | 10.09 % | 3.83 Crs | 8.98 % | 3.02 Crs | 8.22 % | 2.55 Crs | 9.01 % | 2.28 Crs | 9.41 % | 2.25 Crs | 9.23 % | 2.13 Crs | 8.82 % | 1.87 Crs | 9.26 % | 1.81 Crs | 9.309999999999999 % | 1.65 Crs | |
| Automobile | 7.24 % | 7.93 Crs | 10.08 % | 10.56 Crs | 9.99 % | 10.21 Crs | 9.68 % | 9.71 Crs | 10.07 % | 10.37 Crs | 9.14 % | 8.63 Crs | 9.74 % | 8.72 Crs | 9.510000000000002 % | 7.25 Crs | 9.73 % | 5.07 Crs | 9.5 % | 4.7 Crs | 9.97 % | 7.37 Crs | 11.41 % | 4.71 Crs | 10.49 % | 3.99 Crs | 10.27 % | 3.46 Crs | 9.9 % | 3.06 Crs | 10.4 % | 2.63 Crs | 10.09 % | 2.41 Crs | 3.44 % | 79.7 L | 3.62 % | 76.93 L | 3.6 % | 70.48 L | 3.63 % | 64.8 L | |
| Insurance | 6.9399999999999995 % | 7.6 Crs | 2.63 % | 2.76 Crs | 2.58 % | 2.64 Crs | 2.7 % | 2.7 Crs | 2.99 % | 3.08 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Chemicals | 6.54 % | 7.17 Crs | 3.13 % | 3.28 Crs | 3.28 % | 3.35 Crs | 3.28 % | 3.29 Crs | 3.22 % | 3.31 Crs | 3.23 % | 3.04 Crs | 3.3 % | 2.95 Crs | 3.41 % | 2.6 Crs | 3.42 % | 1.78 Crs | 3.33 % | 1.64 Crs | 3.47 % | 2.56 Crs | 6.1899999999999995 % | 2.55 Crs | 6.24 % | 2.37 Crs | 6.48 % | 2.18 Crs | 6.2 % | 1.92 Crs | 6.71 % | 1.7 Crs | 6.859999999999999 % | 1.64 Crs | 9.87 % | 2.28 Crs | 9.61 % | 2.04 Crs | 9.32 % | 1.82 Crs | 9.36 % | 1.66 Crs | |
| Consumer Discretionary | 5.95 % | 6.52 Crs | 5.73 % | 6 Crs | 5.89 % | 6.02 Crs | 6.19 % | 6.21 Crs | 6.3 % | 6.49 Crs | 5.970000000000001 % | 5.63 Crs | 6.15 % | 5.51 Crs | 6.21 % | 4.73 Crs | 6.32 % | 3.3 Crs | 6.470000000000001 % | 3.2 Crs | 6.96 % | 5.14 Crs | 2.01 % | 83.13 L | 2.21 % | 84.02 L | 2.33 % | 78.59 L | 2.68 % | 83.1 L | 3.19 % | 80.95 L | 3.16 % | 75.51 L | 6.89 % | 1.59 Crs | 6.5600000000000005 % | 1.39 Crs | 6.74 % | 1.31 Crs | 6.88 % | 1.22 Crs | |
| Energy | 3.48 % | 3.81 Crs | 3.01 % | 3.16 Crs | 3.18 % | 3.25 Crs | 3.2 % | 3.2 Crs | 3.26 % | 3.35 Crs | 2.89 % | 2.72 Crs | 2.89 % | 2.58 Crs | 3.13 % | 2.38 Crs | 3.05 % | 1.59 Crs | 2.96 % | 1.46 Crs | 3.17 % | 2.34 Crs | 4.98 % | 2.05 Crs | 4.51 % | 1.71 Crs | 4.16 % | 1.39 Crs | 3.58 % | 1.1 Crs | 3.31 % | 84 L | 3.32 % | 79.34 L | 3.13 % | 72.56 L | 3.25 % | 68.95 L | 3.3 % | 64.55 L | 3.38 % | 60.33 L | |
| Communication | 3.39 % | 3.72 Crs | 3.63 % | 3.8 Crs | 3.69 % | 3.77 Crs | 3.56 % | 3.57 Crs | 3.47 % | 3.57 Crs | 4.06 % | 3.84 Crs | 3.83 % | 3.43 Crs | 3.87 % | 2.95 Crs | 3.92 % | 2.04 Crs | 3.58 % | 1.77 Crs | 3.51 % | 2.59 Crs | 3.5 % | 1.44 Crs | 3.73 % | 1.41 Crs | 3.43 % | 1.15 Crs | 3.37 % | 1.04 Crs | 3.5 % | 88.75 L | 3.5 % | 83.81 L | 3.24 % | 75.02 L | 3.32 % | 70.42 L | 3.41 % | 66.84 L | 3.46 % | 61.77 L | |
| Metals & Mining | 2.91 % | 3.18 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 3.13 % | 2.95 Crs | 3.1 % | 2.77 Crs | 3.24 % | 2.47 Crs | 3.28 % | 1.71 Crs | 3.11 % | 1.53 Crs | 3.09 % | 2.28 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| MRF Ltd. | Automobile | 4.25% | 4.65Cr | 3.54% | 3.33% | 2.96% |
| Nestle India Ltd. | Consumer Staples | 3.9% | 4.27Cr | 3.46% | 3.81% | 3.62% |
| ICICI Bank Ltd. | Financial | 3.85% | 4.22Cr | 4.02% | 3.55% | 3.76% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 3.82% | 4.18Cr | 4.25% | 3.86% | 3.71% |
| HDFC Bank Ltd. | Financial | 3.73% | 4.08Cr | 3.82% | 3.32% | 3.21% |
| Britannia Industries Ltd. | Consumer Staples | 3.72% | 4.08Cr | 3.31% | 3.92% | 3.56% |
| ITC Ltd. | Consumer Staples | 3.63% | 3.98Cr | 3.79% | 3.61% | 3.72% |
| Hindustan Unilever Ltd. | Consumer Staples | 3.58% | 3.92Cr | 3.37% | 3.81% | 3.58% |
| SBI Life Insurance Company Ltd. | Insurance | 3.57% | 3.91Cr | -- | -- | -- |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 3.54% | 3.88Cr | 3.94% | 3.41% | 3.0% |
| Reliance Industries Ltd. | Energy | 3.48% | 3.81Cr | 3.01% | 3.26% | 3.17% |
| Pidilite Industries Ltd. | Chemicals | 3.46% | 3.79Cr | 3.13% | 3.22% | 3.47% |
| Asian Paints Ltd. | Materials | 3.41% | 3.74Cr | 2.86% | 3.7% | 3.65% |
| Bharti Airtel Ltd. | Communication | 3.39% | 3.72Cr | 3.63% | 3.47% | 3.51% |
| HDFC Life Insurance Co Ltd. | Insurance | 3.37% | 3.69Cr | -- | -- | -- |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 3.31% | 3.62Cr | 3.64% | 3.19% | -- |
| Grasim Industries Ltd. | Materials | 3.27% | 3.59Cr | 3.1% | 3.15% | 3.24% |
| Shree Cement Ltd. | Materials | 3.18% | 3.48Cr | -- | -- | -- |
| Titan Company Ltd. | Consumer Discretionary | 3.16% | 3.46Cr | 3.04% | 3.17% | 3.64% |
| Tata Consultancy Services Ltd. | Technology | 3.09% | 3.38Cr | 3.4% | 3.15% | 3.13% |
| PI Industries Ltd. | Chemicals | 3.08% | 3.37Cr | -- | -- | -- |
| SBI Cards And Payment Services Ltd. | Financial | 3.04% | 3.33Cr | 3.1% | 3.21% | -- |
| Maruti Suzuki India Ltd. | Automobile | 2.99% | 3.27Cr | 3.15% | 3.41% | 3.85% |
| Bajaj Finserv Ltd. | Financial | 2.96% | 3.24Cr | 3.14% | 3.51% | -- |
| HCL Technologies Ltd. | Technology | 2.95% | 3.23Cr | -- | -- | -- |
| Dabur India Ltd. | Consumer Staples | 2.93% | 3.21Cr | 2.83% | 3.1% | 3.27% |
| AIA Engineering Ltd. | Metals & Mining | 2.91% | 3.18Cr | -- | -- | -- |
| Abbott India Ltd. | Healthcare | 2.89% | 3.16Cr | 3.49% | 3.04% | 2.98% |
| Infosys Ltd. | Technology | 2.82% | 3.09Cr | 3.41% | 3.02% | -- |
| Relaxo Footwears Ltd. | Consumer Discretionary | 2.79% | 3.05Cr | 2.69% | 3.13% | 3.32% |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| MRF Ltd. | Automobile | 4.65Cr | -- | 4.65Cr |
| Nestle India Ltd. | Consumer Staples | 4.27Cr | -- | 4.27Cr |
| ICICI Bank Ltd. | Financial | 4.22Cr | -- | 4.22Cr |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 4.18Cr | -- | 4.18Cr |
| HDFC Bank Ltd. | Financial | 4.08Cr | -- | 4.08Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Dabur India Ltd. | Consumer Staples | 3.21Cr | -- | 3.21Cr |
| AIA Engineering Ltd. | Metals & Mining | 3.18Cr | -- | 3.18Cr |
| Abbott India Ltd. | Healthcare | 3.16Cr | -- | 3.16Cr |
| Infosys Ltd. | Technology | 3.09Cr | -- | 3.09Cr |
| Relaxo Footwears Ltd. | Consumer Discretionary | 3.05Cr | -- | 3.05Cr |