Motilal Oswal BSE Low Volatility Index Fund
Get the latest NAV of Motilal Oswal BSE Low Volatility Index Fund. 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.
₹16.26
▲0.9%1D
NAV as on 25 May 2026
12.36%/per year
Since Inception
▲▼
69 people have invested ₹ 1.6L in Motilal Oswal BSE Low Volatility Index Fund in the last three months
Peer comparison
Motilal Oswal BSE Low Volatility Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal BSE Low Volatility Index Fund Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Motilal Oswal BSE Low Volatility Index Fund Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Consumer Defensive, Basic Materials & Financial Services
Consumer Defensive
23%
Basic Materials
21%
Financial Services
17%
Consumer Defensive
23%
Basic Materials
20%
Financial Services
18%
Motilal Oswal BSE Low Volatility Index Fund Holdings Details
as on (30-Apr-26)
Motilal Oswal BSE Low Volatility Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.39% |
Benchmark | BSE Low Volatility TR INR |
| AUM | ₹92 Cr |
| Inception Date | 23 March, 2022 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 122.13% |
| Risk |   Very High Risk |
About Motilal Oswal BSE Low Volatility Index Fund
Motilal Oswal BSE Low Volatility Index Fund 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
- Motilal Oswal BSE Low Volatility Index Fund has ₹92 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Motilal Oswal BSE Low Volatility Index Fund has given a CAGR return of 12.36% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -1.41% and 12.51% respectively.
Holdings
Motilal Oswal BSE Low Volatility Index Fund has allocated its funds majorly in Consumer Defensive, Basic Materials, Financial Services, Health, Energy, Consumer Cyclical, Utilities, Communication, Industrial, Tech. Its top holdings are HDFC Bank Ltd, Nestle India Ltd, Pidilite Industries Ltd, ICICI Bank Ltd, Hindustan Unilever 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 benefitDividends 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
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 has no lock in period.
Fund Manager
Rakesh Shetty
Fund Manager of Motilal Oswal BSE Low Volatility Index Fund, since 22 November 2022
Dishant Mehta
Fund Manager of Motilal Oswal BSE Low Volatility Index Fund, since 15 October 2024
Swapnil Mayekar
Fund Manager of Motilal Oswal BSE Low Volatility Index Fund, since 23 March 2022
- AUM of the fund stands at 93.5 Cr as of Apr'26
- AUM has remained same between Apr'26 and Mar'26
Frequently Asked Questions for Motilal Oswal BSE Low Volatility Index Fund
How do I invest in Motilal Oswal BSE Low Volatility Index Fund?
- 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.