Motilal Oswal Bse Low Volatility Index Fund Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.49%
Fund NAV

Fund Overview of Motilal Oswal Bse Low Volatility Index Fund Regular-growth

  • ₹87.4 Cr
    AUM
  • ₹15.72
    NAV
  • 1.08%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Jun 17, 2026
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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%
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As on Wed Jun 17, 2026

Compare Mutual Funds
Motilal Oswal Bse Low Volatility Index Fund Regular-growth Fund Returns Comparison

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

Compare more funds

Asset Allocation

equities

99.79%

other assets or cash equivalents

0.21%
Large Cap: 83.63%
Mid Cap: 13.02%
Small Cap: 3.36%
Other: 0.00%
Top Holdings
Pidilite Industries Ltd
4.24%
Nestle India Ltd
3.85%
Hdfc Bank Ltd
3.83%
Shree Cement Ltd
3.73%
Icici Bank Ltd
3.72%
 
Top Sectors
Materials
25.21%
Consumer Staples
14.20%
Financial
10.82%
Healthcare
10.03%
Industrials
3.42%
Detailed Portfolio Analysis
As on Wed Jun 17, 2026
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About Fund

About Motilal Oswal Bse Low Volatility Index Fund Regular-growth

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%.
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.

Read more
  • Dishant Mehta

    Fund Manager

  • Bachelors of Science (B.SC)

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Swapnil P Mayekar

    Fund Manager

  • Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

    Manager Education

Key Metrics of Motilal Oswal Bse Low Volatility Index Fund Regular-growth

  • Standard Deviation
    14.12%
  • Sharpe Ratio
    0.37%
  • Alpha
    -1.36%
  • Beta
    0.90%

Fund Details

Fund Names Motilal Oswal Bse Low Volatility Index Fund Regular-growth
Inception Date 23 Mar 2022
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More 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 trend ₹17,420 3.48% 15.79% 9.18% 24.81% 21.38%
Motilal Oswal Large And Midcap Fund Direct-idcw trend ₹17,420 3.48% 15.79% 9.18% 24.81% 21.38%
Motilal Oswal Large And Midcap Fund Regular-growth trend ₹17,420 3.39% 15.50% 8.08% 23.32% 19.78%
Motilal Oswal Large And Midcap Fund Regular-idcw trend ₹17,420 3.39% 15.50% 8.08% 23.32% 19.78%
Invesco India Large & Mid Cap Fund Direct-growth trend ₹10,154 6.05% 15.27% 8.41% 24.01% 18.96%
Invesco India Large & Mid Cap Fund Direct-idcw trend ₹10,154 6.05% 15.27% 8.41% 24.01% 18.96%
ICICI Prudential Large & Mid Cap Fund Direct Plan-growth trend ₹30,147 2.68% 5.68% 3.09% 18.72% 18.56%
ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw trend ₹30,147 2.68% 5.68% 3.09% 18.72% 18.56%
Bandhan Large & Mid Cap Fund Direct-growth trend ₹17,461 0.69% 8.15% 6.63% 22.08% 18.54%
Bandhan Large & Mid Cap Fund Direct-idcw trend ₹17,461 0.69% 8.15% 6.63% 22.08% 18.54%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Large And Midcap Fund Regular-growth increase ₹17,420 3.39% 15.50% 10.08% 8.08% 23.32%
Motilal Oswal Large And Midcap Fund Direct-growth increase ₹17,420 3.48% 15.79% 10.62% 9.18% 24.81%
Motilal Oswal Large And Midcap Fund Regular-idcw increase ₹17,420 3.39% 15.50% 10.08% 8.08% 23.32%
Motilal Oswal Large And Midcap Fund Direct-idcw increase ₹17,420 3.48% 15.79% 10.62% 9.18% 24.81%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-growth increase ₹961 3.16% 7.40% 0.09% -1.39% 12.93%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-growth increase ₹961 3.23% 7.60% 0.45% -0.70% 13.71%
Motilal Oswal Nifty 200 Momentum 30 Etf-growth increase ₹126 3.23% 7.64% 0.51% -0.62% 13.72%
Motilal Oswal Bse Low Volatility Index Fund Direct-growth increase ₹87 -0.10% 1.67% -5.48% -2.29% 10.62%
Motilal Oswal Bse Low Volatility Etf-growth increase ₹64 -0.09% 1.68% -5.44% -2.31% 10.94%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Mirae Asset Large & Midcap Fund Regular-growth trend ₹42,792 ₹153.22 14.45% 12.15% 16.64%
Mirae Asset Large & Midcap Fund Direct-growth trend ₹42,792 ₹173.90 15.52% 13.23% 17.71%
Mirae Asset Large & Midcap Fund Regular-idcw trend ₹42,792 ₹47.13 14.45% 12.15% 16.64%
Mirae Asset Large & Midcap Fund Direct-idcw trend ₹42,792 ₹81.54 15.52% 13.23% 17.71%
SBI Large & Midcap Fund-growth trend ₹39,424 ₹636.90 14.28% 14.35% 14.89%
SBI Large & Midcap Fund Direct Plan-growth trend ₹39,424 ₹696.08 15.27% 15.31% 15.76%
SBI Large & Midcap Fund Direct Plan-idcw trend ₹39,424 ₹362.81 15.27% 15.31% 15.76%
SBI Large & Midcap Fund-idcw trend ₹39,424 ₹287.74 14.28% 14.35% 14.89%
ICICI Prudential Large & Mid Cap Fund-growth trend ₹30,147 ₹1,015.04 17.69% 17.55% 15.55%
ICICI Prudential Large & Mid Cap Fund Direct Plan-growth trend ₹30,147 ₹1,142.87 18.72% 18.56% 16.62%
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Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Pidilite Industries LtdMaterials4.24%₹3.71 Cr
Nestle India LtdConsumer Staples3.85%₹3.37 Cr
Hdfc Bank LtdFinancial3.83%₹3.35 Cr
Shree Cement LtdMaterials3.73%₹3.26 Cr
Icici Bank LtdFinancial3.72%₹3.25 Cr
Marico LtdConsumer Staples3.70%₹3.24 Cr
Asian Paints LtdMaterials3.65%₹3.19 Cr
Grasim Industries LtdMaterials3.59%₹3.14 Cr
Ultratech Cement LtdMaterials3.51%₹3.07 Cr
Hindustan Unilever LtdConsumer Staples3.47%₹3.04 Cr
Apollo Hospitals Enterprise LtdHealthcare3.47%₹3.03 Cr
Larsen & Toubro LtdIndustrials3.42%₹2.99 Cr
Acc LtdMaterials3.35%₹2.93 Cr
Cipla LtdHealthcare3.35%₹2.93 Cr
Ntpc LtdEnergy & Utilities3.33%₹2.91 Cr
Bharti Airtel LtdTechnology3.32%₹2.90 Cr
Sbi Life Insurance Company LtdFinancial3.27%₹2.86 Cr
Sun Pharmaceutical Industries LtdHealthcare3.21%₹2.80 Cr
Itc LtdConsumer Staples3.18%₹2.78 Cr
Coal India LtdMaterials3.14%₹2.75 Cr
View More

Top Equity Funds

increase growth is based on 5Y returns of the funds

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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