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Home Mf Research Motilal Oswal Bse Low Volatility Index Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Bse Low Volatility Index Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,044.20 +4.42%
Two Week 2026-10-19 ₹1,000.00 ₹1,031.15 +3.11%
One Month 2026-10-05 ₹1,000.00 ₹1,025.41 +2.54%
Three Months 2026-08-05 ₹3,000.00 ₹2,922.86 -2.57%
Six Months 2026-05-07 ₹6,000.00 ₹5,770.15 -3.83%
One Year 2025-11-03 ₹12,000.00 ₹11,324.32 -5.63%
Three Year 2023-11-06 ₹36,000.00 ₹34,269.56 -4.81%
Since Inception 2022-03-23 ₹57,000.00 ₹62,531.38 +9.70%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Pharmaceuticals & Biotechnology 16.67%
Banks 10.09%
Power 9.89%
Cement & Cement Products 8.82%
Petroleum Products 8.05%
Insurance 6.53%
Diversified FMCG 6.52%
Food Products 6.20%
Other 4.75%
Agricultural Food & Other Products 3.65%
Healthcare Services 3.48%
Telecom - Services 3.42%
Personal Products 3.08%
Chemicals & Petrochemicals 3.05%
Consumable Fuels 2.95%
Beverages 2.85%

Top Holdings

Company-wise portfolio exposure

Castrol India Limited 4.94%
Marico Limited 3.65%
Abbott India Limited 3.62%
Apollo Hospitals Enterprise Limited 3.48%
ITC Limited 3.47%
Sun Pharmaceutical Industries Limited 3.45%
NTPC Limited 3.42%
Bharti Airtel Limited 3.42%
SBI Life Insurance Company Limited 3.41%
HDFC Bank Limited 3.39%
ICICI Bank Limited 3.36%
Kotak Mahindra Bank Ltd 3.34%
Power Grid Corporation of India Limited 3.25%
Lupin Limited 3.24%
Tata Power Company Limited 3.22%
Alkem Laboratories Limited 3.19%
Cipla Limited 3.17%
HDFC Life Insurance Company Limited 3.12%
Britannia Industries Limited 3.11%
Reliance Industries Limited 3.11%
Nestle India Limited 3.09%
Procter & Gamble Hygiene and Health Care Limited 3.08%
Shree Cement Limited 3.06%
Pidilite Industries Limited 3.05%
Hindustan Unilever Limited 3.05%
Coal India Limited 2.95%
ACC Limited 2.88%
Grasim Industries Limited 2.88%
United Breweries Limited 2.85%
Mindspace Business Parks REIT 4.47%
Triparty Repo 0.24%
Net Receivables / (Payables) 0.04%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
14.20%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.6
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 20.63% 21.60% 20.34%
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 20.21% 20.84% 16.00%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 18.09% 0.00% 20.83%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.40% 0.00% 17.49%
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 15.20% 28.00% 17.63%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 11.55% 0.00% 6.59%
DSP Nifty Healthcare Index Fund - Regular Plan - Growth 11.29% 0.00% 12.04%
Aditya Birla Sun Life Nifty India Defence Index Fund - Regular Plan - Growth 8.75% 0.00% 11.20%
HDFC Crisil-IBX Fin Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.73% 0.00% 6.77%
ICICI Prudential Crisil-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.62% 0.00% 6.86%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal Focused Fund - Regular Plan - Growth 19.78% 13.46% 13.16%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 19.56% 21.26% 20.32%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 18.25% 0.00% 14.12%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 17.62% 25.10% 19.47%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.35% 0.00% 11.79%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.77% 0.00% 22.05%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 14.69% 31.81% 24.77%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 13.25% 0.00% 18.27%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Low Volatility Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.18%
Expense Ratio (Direct)
0.50%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE Low Volatility Total Return Index

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days
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