Fund Overview of Motilal Oswal Bse Low Volatility Index Fund Regular-growth
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₹87.4 CrAUM
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₹15.72NAV
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1.08%Expense Ratio
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EquityFund Category
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.
Returns of Motilal Oswal Bse Low Volatility Index Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.49% | NA | 2.80% |
| 6 Months | -5.82% | NA | 12.07% |
| 1 Year | -3.02% | -3.02% | -3.06% |
| 2 Years | -3.04% | -1.53% | 20.08% |
| 3 Years | 32.65% | 9.88% | 19.56% |
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
Motilal Oswal Large And Midcap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-idcw
Asset Allocation
equities
99.79%other assets or cash equivalents
0.21%Motilal Oswal Bse Low Volatility Index Fund Regular-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. 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 ₹87.4 crore as on Sun May 31, 2026. The expense ratio stands at 1.08%. 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 99.79% in equities, 0.21% in other assets or cash equivalents.Managed by Swapnil P Mayekar, it has delivered a return of -3.02% in the last year, a total return since inception of 11.26%.
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 Deviation14.12%
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Sharpe Ratio0.37%
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Alpha-1.36%
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Beta0.90%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Large And Midcap Fund Regular-growth
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₹17,420 | 3.39% | 15.50% | 10.08% | 8.08% | 23.32% |
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Motilal Oswal Large And Midcap Fund Direct-growth
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₹17,420 | 3.48% | 15.79% | 10.62% | 9.18% | 24.81% |
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Motilal Oswal Large And Midcap Fund Regular-idcw
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₹17,420 | 3.39% | 15.50% | 10.08% | 8.08% | 23.32% |
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Motilal Oswal Large And Midcap Fund Direct-idcw
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₹17,420 | 3.48% | 15.79% | 10.62% | 9.18% | 24.81% |
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Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-growth
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₹961 | 3.16% | 7.40% | 0.09% | -1.39% | 12.93% |
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Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-growth
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₹961 | 3.23% | 7.60% | 0.45% | -0.70% | 13.71% |
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Motilal Oswal Nifty 200 Momentum 30 Etf-growth
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₹126 | 3.23% | 7.64% | 0.51% | -0.62% | 13.72% |
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Motilal Oswal Bse Low Volatility Index Fund Direct-growth
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₹87 | -0.10% | 1.67% | -5.48% | -2.29% | 10.62% |
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Motilal Oswal Bse Low Volatility Etf-growth
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₹64 | -0.09% | 1.68% | -5.44% | -2.31% | 10.94% |
Mutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Pidilite Industries Ltd | Materials | 4.24% | ₹3.71 Cr |
| Nestle India Ltd | Consumer Staples | 3.85% | ₹3.37 Cr |
| Hdfc Bank Ltd | Financial | 3.83% | ₹3.35 Cr |
| Shree Cement Ltd | Materials | 3.73% | ₹3.26 Cr |
| Icici Bank Ltd | Financial | 3.72% | ₹3.25 Cr |
| Marico Ltd | Consumer Staples | 3.70% | ₹3.24 Cr |
| Asian Paints Ltd | Materials | 3.65% | ₹3.19 Cr |
| Grasim Industries Ltd | Materials | 3.59% | ₹3.14 Cr |
| Ultratech Cement Ltd | Materials | 3.51% | ₹3.07 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.47% | ₹3.04 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.47% | ₹3.03 Cr |
| Larsen & Toubro Ltd | Industrials | 3.42% | ₹2.99 Cr |
| Acc Ltd | Materials | 3.35% | ₹2.93 Cr |
| Cipla Ltd | Healthcare | 3.35% | ₹2.93 Cr |
| Ntpc Ltd | Energy & Utilities | 3.33% | ₹2.91 Cr |
| Bharti Airtel Ltd | Technology | 3.32% | ₹2.90 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.27% | ₹2.86 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.21% | ₹2.80 Cr |
| Itc Ltd | Consumer Staples | 3.18% | ₹2.78 Cr |
| Coal India Ltd | Materials | 3.14% | ₹2.75 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
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 Sun May 31, 2026, Motilal Oswal Bse Low Volatility Index Fund Regular-growth manages assets worth ₹87.4 crore
How has Motilal Oswal Bse Low Volatility Index Fund Regular-growth performed recently?
- 3 Months: 1.49%
- 6 Months: -5.82%
What is the long-term performance of Motilal Oswal Bse Low Volatility Index Fund Regular-growth?
- 3 Years CAGR: 9.88%
- Since Inception: 11.26%
What is the portfolio composition of Motilal Oswal Bse Low Volatility Index Fund Regular-growth?
Equity: 99.79%, Others: 0.21%.
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: 83.63%, Mid Cap: 13.02%, Small Cap: 3.36%.
Which are the top companies Motilal Oswal Bse Low Volatility Index Fund Regular-growth has invested in?
- Pidilite Industries Ltd – 4.24% of the fund's portfolio
- Nestle India Ltd – 3.85% of the fund's portfolio
- HDFC Bank Ltd – 3.83% of the fund's portfolio
- Shree Cement Ltd – 3.73% of the fund's portfolio
- ICICI Bank Ltd – 3.72% of the fund's portfolio
Which are the major sectors Motilal Oswal Bse Low Volatility Index Fund Regular-growth focuses on?
- Materials – 25.21% of the fund's portfolio
- Consumer Staples – 14.20% of the fund's portfolio
- Financial – 10.82% of the fund's portfolio
- Healthcare – 10.03% of the fund's portfolio
- Industrials – 3.42% of the fund's portfolio
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