Fund Overview of Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
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₹59.2 CrAUM
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₹15.21NAV
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1.31%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Motilal Oswal BSE Low Volatility Index Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -5.66% | NA | NA |
| 6 Months | -3.71% | NA | NA |
| 1 Year | -8.10% | -8.10% | NA |
| 2 Years | -5.67% | -2.88% | NA |
| 3 Years | 21.40% | 6.68% | NA |
Asset Allocation of Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
equities
98.04%other assets or cash equivalents
1.96%Launched on 23 Mar 2022, the fund aims 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. It manages assets worth ₹59.2 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.31%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
The portfolio allocation consists of 98.04% in equities, 1.96% in other assets or cash equivalents.Managed by Swapnil P Mayekar, it has delivered a return of -8.10% in the last year, a total return since inception of 9.49%.
Based on investment horizon individuals often compare best sip to invest during their overall investment planning.
Key Metrics of Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
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Standard Deviation14.39%
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Mean6.32%
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Sharpe Ratio0.05%
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Alpha-3.74%
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Beta0.88%
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Sortino Ratio0.07%
Motilal Oswal BSE Low Volatility Index Fund Regular-Growth Fund Details
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Compare Motilal Oswal BSE Low Volatility Index Fund Regular-Growth with other mutual funds in the same category
Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
Top Performing Mutual Funds
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Active Momentum Fund Direct-Growth
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₹1,364 | -2.31% | 1.37% | 13.59% | 17.82% | - |
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Motilal Oswal Active Momentum Fund Regular-Growth
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₹1,364 | -2.32% | 1.34% | 13.53% | 17.70% | - |
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Motilal Oswal Active Momentum Fund Regular-IDCW
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₹1,364 | -2.32% | 1.34% | 13.53% | 17.70% | - |
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Motilal Oswal Active Momentum Fund Direct-IDCW
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₹1,364 | -2.31% | 1.37% | 13.59% | 17.82% | - |
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Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-Growth
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₹882 | 1.53% | -3.70% | -1.57% | -5.30% | 9.59% |
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Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-Growth
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₹882 | 1.47% | -3.87% | -1.93% | -5.98% | 8.83% |
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Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-Growth
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₹785 | 0.49% | -2.32% | 1.63% | -1.48% | - |
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Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-Growth
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₹785 | 0.44% | -2.47% | 1.31% | -2.11% | - |
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Motilal Oswal Nifty 500 Momentum 50 ETF-Growth
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₹400 | 0.49% | -2.32% | 1.67% | -1.41% | - |
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Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Direct-Growth
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₹156 | 2.02% | -1.70% | - | - | - |
Motilal Oswal BSE Low Volatility Index Fund Regular-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹7,962 | ₹20.18 | 9.42% | 7.57% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹7,962 | ₹20.75 | 9.94% | 8.09% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,114 | ₹22.00 | 10.70% | 9.31% | - |
Motilal Oswal BSE Low Volatility Index Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mrf Ltd | Consumer Discretionary | 4.54% | ₹5.19 Cr |
| State Bank Of India | Financial | 4.67% | ₹5.08 Cr |
| Itc Ltd | Consumer Staples | 4.27% | ₹4.88 Cr |
| Itc Ltd | Consumer Staples | 4.27% | ₹4.88 Cr |
| Aia Engineering Ltd | Industrials | 4.16% | ₹4.80 Cr |
| Itc Ltd | Consumer Staples | 4.05% | ₹4.69 Cr |
| Aia Engineering Ltd | Industrials | 4.28% | ₹4.69 Cr |
| Itc Ltd | Consumer Staples | 4.02% | ₹4.65 Cr |
| Itc Ltd | Consumer Staples | 4.22% | ₹4.64 Cr |
| Aia Engineering Ltd | Industrials | 3.99% | ₹4.63 Cr |
| State Bank Of India | Financial | 4.22% | ₹4.62 Cr |
| Hdfc Bank Ltd | Financial | 3.94% | ₹4.57 Cr |
| Icici Bank Ltd | Financial | 3.93% | ₹4.49 Cr |
| Hdfc Bank Ltd | Financial | 3.93% | ₹4.49 Cr |
| Hdfc Bank Ltd | Financial | 3.93% | ₹4.49 Cr |
| Hdfc Bank Ltd | Financial | 3.87% | ₹4.48 Cr |
| Britannia Industries Ltd | Consumer Staples | 3.86% | ₹4.42 Cr |
| Aia Engineering Ltd | Industrials | 4.04% | ₹4.40 Cr |
| Hdfc Bank Ltd | Financial | 3.83% | ₹4.38 Cr |
| Axis Bank Ltd | Financial | 3.98% | ₹4.36 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹22.00 | 10.70% | 9.31% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.08 | 9.87% | 9.07% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹18.36 | 10.50% | 9.06% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹18.36 | 10.50% | 9.06% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth |
₹14.94 | 10.14% | 8.80% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW |
₹14.73 | 10.14% | 8.80% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.91 | 10.10% | 8.59% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.91 | 10.10% | 8.59% | - |
Frequently Asked Questions
Motilal Oswal BSE Low Volatility Index Fund Regular-Growth
What is the current AUM of Motilal Oswal BSE Low Volatility Index Fund Regular-Growth?
As of Wed Sep 30, 2026, Motilal Oswal BSE Low Volatility Index Fund Regular-Growth manages assets worth ₹59.2 crore
What is the long-term performance of Motilal Oswal BSE Low Volatility Index Fund Regular-Growth?
- 3 Years CAGR: 6.68%
- Since Inception: 9.49%
What is the portfolio composition of Motilal Oswal BSE Low Volatility Index Fund Regular-Growth?
Equity: 98.04%, Others: 1.96%.
Who manages Motilal Oswal BSE Low Volatility Index Fund Regular-Growth?
Motilal Oswal BSE Low Volatility Index Fund Regular-Growth is managed by Swapnil P Mayekar from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal BSE Low Volatility Index Fund Regular-Growth?
Large Cap: 67.97%, Mid Cap: 23.82%, Small Cap: 8.21%.
Which are the top companies Motilal Oswal BSE Low Volatility Index Fund Regular-Growth has invested in?
- MRF Ltd – 4.54% of the fund's portfolio
- State Bank of India – 4.67% of the fund's portfolio
- ITC Ltd – 4.27% of the fund's portfolio
- ITC Ltd – 4.27% of the fund's portfolio
- AIA Engineering Ltd – 4.16% of the fund's portfolio
Which are the major sectors Motilal Oswal BSE Low Volatility Index Fund Regular-Growth focuses on?
- Financial – 36.31% of the fund's portfolio
- Consumer Staples – 24.70% of the fund's portfolio
- Industrials – 16.47% of the fund's portfolio
- Consumer Discretionary – 4.54% of the fund's portfolio




