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.
₹16.58
▲1.3%1D
NAV as on 15 May 2025
17.44%/per year
Since Inception
▲▼
121 people have invested ₹ 4.4L in Motilal Oswal BSE Low Volatility Index Fund Direct Growth in the last three months
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 100%
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 100%
Top 3 Sectors in April were Financial Services, Consumer Defensive & Basic Materials
Financial Services
21%
Consumer Defensive
18%
Basic Materials
16%
Financial Services
20%
Consumer Defensive
18%
Basic Materials
16%
as on (30-Apr-25)
Equity
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | 0.37% |
Benchmark | BSE Low Volatility TR INR |
AUM | ₹110 Cr |
Inception Date | 23 March, 2022 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 141.97% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
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 Swapnil Mayekar. The fund could potentially beat inflation in the long-run.
Motilal Oswal BSE Low Volatility Index Fund Direct Growth has given a CAGR return of 17.44% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 6.65% and 19.74% respectively.
Motilal Oswal BSE Low Volatility Index Fund Direct Growth has allocated its funds majorly in Financial Services, Consumer Defensive, Basic Materials, Health, Consumer Cyclical, Tech, Energy, Communication, Industrial. Its top holdings are MRF Ltd, Nestle India Ltd, ICICI Bank Ltd, Sun Pharmaceuticals Industries Ltd, HDFC Bank Ltd
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.
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 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 of Motilal Oswal BSE Low Volatility Index Fund Direct Growth, since 23 March 2022
5Y CAGR
▲ 39.81
5Y CAGR
▲ 33.26
5Y CAGR
▲ 30.39
5Y CAGR
▲ 33.52
5Y CAGR
▲ 25.25
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.45% | 5.45% |
6 Month Returns | 4.93% | 4.93% |
1 Year Returns | 6.65% | 6.65% |
3 Years Returns | 71.69% | 19.74% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | -0.16 | 0.73 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal BSE Low Volatility Index Fund Direct Growth | 15.53 | 13.57 | - |