Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Get the latest NAV of Motilal Oswal BSE Low Volatility Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹16.93

0.1%1D

NAV as on 12 Sep 2025

16.35%/per year

Since Inception

Absolute Gain%

121 people have invested ₹ 3.4L in Motilal Oswal BSE Low Volatility Index Fund Direct Growth in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal BSE Low Volatility Index Fund
-
113Cr
0.38%
-4.72%
15.51%
--
--
0.66
1.04
--
UTI Nifty200 Momentum 30 Index Fund Direct Growth
-
8,131Cr
0.45%
-15.08%
16.4%
-0.17
1.00
0.55
0.82
-1.05
Nippon India Nifty Smallcap 250 Index Fund Dir Gr Direct Growth
-
2,458Cr
0.35%
-7.13%
20.8%
-0.77
0.99
0.75
1.22
-2.50
DSP Nifty 50 Equal Weight Index Fund Direct Growth
-
2,235Cr
0.39%
-1.02%
16.63%
--
--
0.69
1.08
--

Motilal Oswal BSE Low Volatility Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Absolute Return

Motilal Oswal BSE Low Volatility Index Fund Asset Allocation

See fund asset allocation details as on (14-Sep-25)

Fund Distribution

as on (14-Sep-25)

Large cap
77.7%

Mid cap
19%

Small cap
3.2%

Mid Cap allocation has gone down from 20% to 19%
Mid Cap allocation has gone down from 20% to 19%
Large Cap allocation has gone up from 76.9% to 77.7%
Large Cap allocation has gone up from 76.9% to 77.7%
Small Cap allocation has gone up from 3% to 3.2%
Small Cap allocation has gone up from 3% to 3.2%
Cash allocation has gone down from 0.1% to 0.1%
Cash allocation has gone down from 0.1% to 0.1%

Motilal Oswal BSE Low Volatility Index Fund Sector Allocation

See fund sector allocation details as on (14-Sep-25)

Sector Allocation

Financial Services
22.4%
Consumer Defensive
19.8%
Consumer Cyclical
18.2%
Health
14.3%
Basic Materials
9.1%
Tech
9%
Communication
3.8%
Energy
3.2%

Top 3 Sectors in August were Financial Services, Consumer Defensive & Basic Materials

Aug'25

Financial Services

20%

Consumer Defensive

18%

Basic Materials

16%

Jul'25

Financial Services

20%

Consumer Defensive

18%

Basic Materials

16%

Motilal Oswal BSE Low Volatility Index Fund Holdings Details

as on (31-Aug-25)

Holdings
Weight%
1M Change
MRF Ltd
4.36%
-0.3%
Hindustan Unilever Ltd
3.99%
0.3%
Britannia Industries Ltd
3.91%
0.6%
ICICI Bank Ltd
3.72%
0.6%
Nestle India Ltd
3.72%
0.6%
Top Stocks bought last month
Hindustan Unilever Ltd's allocation increased from 3.35% to 3.76%
Hindustan Unilever Ltd's allocation increased from 3.35% to 3.76%
Dabur India Ltd's allocation increased from 2.78% to 3.11%
Dabur India Ltd's allocation increased from 2.78% to 3.11%
Dr Reddy's Laboratories Ltd's allocation increased from 3.41% to 3.72%
Dr Reddy's Laboratories Ltd's allocation increased from 3.41% to 3.72%
Top Stocks sold last month
Nestle India Ltd's allocation decreased from 3.85 % to 3.6 %
Nestle India Ltd's allocation decreased from 3.85 % to 3.6 %
Bharti Airtel Ltd's allocation decreased from 3.5 % to 3.4 %
Bharti Airtel Ltd's allocation decreased from 3.5 % to 3.4 %
Reliance Industries Ltd's allocation decreased from 3.54 % to 3.35 %
Reliance Industries Ltd's allocation decreased from 3.54 % to 3.35 %

Motilal Oswal BSE Low Volatility Index Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.38%
Benchmark
BSE Low Volatility TR INR
AUM₹113 Cr
Inception Date23 March, 2022
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
122.13%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal BSE Low Volatility Index Fund

Motilal Oswal BSE Low Volatility Index Fund Direct Growth is an equity fund. This fund was started on 23 March, 2022. The fund is managed by Rakesh Shetty, Dishant Mehta, Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal BSE Low Volatility Index Fund Direct Growth has ₹113 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

Motilal Oswal BSE Low Volatility Index Fund Direct Growth has given a CAGR return of 16.35% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -4.72% and 15.51% respectively.

Holdings

Motilal Oswal BSE Low Volatility Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Defensive, Basic Materials, Consumer Cyclical, Health, Tech, Communication, Energy, Industrial. Its top holdings are MRF Ltd, Hindustan Unilever Ltd, Britannia Industries Ltd, ICICI Bank Ltd, Nestle India Ltd

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Motilal Oswal BSE Low Volatility Index Fund Direct Growth

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by &P 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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal BSE Low Volatility Index Fund Direct Growth has no lock in period.

Fund Manager

Rakesh Shetty

Fund Manager of Motilal Oswal BSE Low Volatility Index Fund Direct Growth, since 22 November 2022

Dishant Mehta

Fund Manager of Motilal Oswal BSE Low Volatility Index Fund Direct Growth, since 15 October 2024

Swapnil Mayekar

Fund Manager of Motilal Oswal BSE Low Volatility Index Fund Direct Growth, since 23 March 2022

Learn more about Motilal Oswal Mutual Fund
Parameters
Aug'25
Jul'25
Jun'25
AUM
₹ 112.7 Cr
₹ 114.4 Cr
₹ 116.6 Cr
  • AUM of the fund stands at 112.7 Cr as of Aug'25
  • AUM decreased by 1.6 Cr between Aug'25 and Jul'25

Frequently Asked Questions for Motilal Oswal BSE Low Volatility Index Fund Direct Growth

How do I invest in Motilal Oswal BSE Low Volatility Index Fund?

INDmoney makes it simple to invest in the Motilal Oswal BSE Low Volatility Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal BSE Low Volatility Index Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal BSE Low Volatility Index Fund?

The NAV of the fund today is ₹16.93. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal BSE Low Volatility Index Fund fund has generated a return of -4.72% in 1 year, 15.51% in 3 years

Who is the fund manager of Motilal Oswal BSE Low Volatility Index Fund?

The fund managers are Rakesh Shetty, Dishant Mehta, Swapnil Mayekar.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.38%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹113 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal BSE Low Volatility Index Fund?

The top 3 holdings of the fund are MRF Ltd(4.36%), Hindustan Unilever Ltd(3.99%), Britannia Industries Ltd(3.91%)