Motilal Oswal BSE Low Volatility Index Fund
This is the Regular plan of Motilal Oswal BSE Low Volatility Index Fund — bought through a distributor, whose commission is paid out of its expense ratio. Income is retained in the fund, so it shows up as NAV rather than as a payout.
Performance
Scorecard
★★☆☆☆2/5 vs 174 of 373 Index Funds peers- Performance 60%
- Risk 15%
- Cost 10%
- Downside 15%
How this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. The stars weight the same ground 60/15/10/15 (performance/risk/cost/downside) across every fund in the peer group. Ranked within Index Funds (same plan and option). 174 of the 373 Index Funds in this cohort carry the full record the stars need, so they are the ones ranked against.
3Y CAGR +4.95% · ranks 160 of 174 Index Funds
Volatility 11.4% vs 12.3% category avg
1.3% expense vs 1.0% category avg
100% of rolling 3Y windows were positive
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Consistent — positive in 100% of rolling 3-year windows
Concerns
- Trails the Index Funds average on 1M/3M/6M/1Y — 1Y by 9.46pp
- 3-year return (+4.95%) trails the Index Funds average (+8.56%)
- Ranks #292 of 322 on 1-year return in its Index Funds cohort
- Weaker risk-adjusted returns — Sharpe -0.14 below the Index Funds average of 0.33
- High expense ratio (1.33%) vs the Index Funds average of 0.96%
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk and benchmark ratios
Fund vs category average (Index Funds)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | -6.26% | -4.55% | -1.71% |
| 3M abs | -8.21% | -2.97% | -5.24% |
| 6M abs | -1.51% | +5.27% | -6.78% |
| 1Y CAGR | -9.93% | -0.47% | -9.46% |
| 3Y CAGR | +4.95% | +8.56% | -3.61% |
| 5Y CAGR | — | +8.02% | — |
Category average across peers in Index Funds (365 of 373 carry a figure for at least one period), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Category rank
Vs 373 peers in Index Funds
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
36 monthly installments of ₹10,000 into Motilal Oswal BSE Low Volatility Index Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Calendar-year returns
What the fund actually returned in each year, not the smoothed average.
| Year | Fund | Nifty 500 TRI | Diff | |
|---|---|---|---|---|
| 2026part | -13.61% | -7.18% | -6.43% | |
| 2025 | +7.40% | +7.94% | -0.54% | |
| 2024 | +9.86% | +16.43% | -6.57% | |
| 2023 | +28.88% | +27.43% | +1.45% | |
| 2022part | +11.05% | — | — |
January–December, from this fund's NAV history. Absolute return, not annualised. “part” marks a year the fund didn't run end to end — its first year, the current year so far, or one it stopped reporting in; those years show no benchmark comparison.
Recent changes
Expense-ratio, fund-manager, exit-load and minimum-investment changes we've picked up in the last 30 days.
- Expense ratio up: 1.18% → 1.33%02 Oct 2026
Taxation
Taxed as equityThis is an equity-oriented fund (≥65% in Indian equities), so gains get the concessional capital-gains rates below — they do not add to your income-tax slab.
Flat, on the whole gain
On gains above ₹1.25 L per financial year
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Asset allocation
As on 31 Aug 2026 · AMC disclosure- Equity98.04%
- Cash & Equivalents1.96%
Fund size over time
Quarterly average AUM · AMFIDown +17% from its peak of ₹107.55Cr in January - March 2026. Size matters most where the mandate is narrow — a large small-cap or a very large flexi-cap book is harder to move without moving the price.
Net flow is an estimate: AMFI publishes a quarterly average AUM, not a closing balance, and it covers every plan and option of this scheme together, so it is a read on direction and rough size rather than a cash-flow statement.
AMC Profile
Motilal Oswal Mutual Fund is the asset management arm of the broker Motilal Oswal Financial Services and launched its first scheme in 2010. It is known for a concentrated 'buy right, sit tight' equity philosophy and for a large passive and international range.
Fund Managers
SMSwapnil MayekarManaging since 23 Mar 2022
Master of Commerce (Finance Management)
Mr. Swapnil Mayekar has rich experience in the field of Research. He had earlier worked with organizatio n like Business Standard Limited where he was primarily responsible for research on Banking Sector, Mutual Fund, Debt market, Internation al and Indian Stock Market using valuation models. He is associated with MOAMC since March 2010 where his primarily role is to develop model structure, to perform portfolio assessment s on a periodic basis for investment strategies & models and analysis of Exchange Traded Funds, Mutual fund scheme and stocks.
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AMAbhiroop MukherjeeManaging since 23 Mar 2022
Fund managers from the AMC's filed Scheme Summary — its most recent filing for this scheme. Benchmark and dealing terms from it and this scheme's SEBI-filed Scheme Information Document on AMFI. Each manager's qualifications and role are reconciled across every filing this fund house makes for them, including its Statement of Additional Information. Total AUM via AMFI.
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Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Index funds & ETFs
Index funds and ETFs must keep at least 95% in the securities of the index they track, rather than trying to beat it. They charge far lower fees than active funds, and their return is the index's return minus that small cost and any tracking difference.
Frequently asked questions
What is the NAV of Motilal Oswal BSE Low Volatility Index Fund?
As of 01 Oct 2026, the NAV of Motilal Oswal BSE Low Volatility Index Fund is ₹14.58 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Motilal Oswal BSE Low Volatility Index Fund delivered?
Motilal Oswal BSE Low Volatility Index Fund has returned -9.93% over 1 year, +4.95% per year over 3 years and +8.74% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of Motilal Oswal BSE Low Volatility Index Fund?
Motilal Oswal BSE Low Volatility Index Fund charges an expense ratio of 1.33% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of Motilal Oswal BSE Low Volatility Index Fund?
Motilal Oswal BSE Low Volatility Index Fund's largest holdings are Pidilite Industries Limited (4.6%), ICICI Bank Limited (4.2%), Nestle India Limited (3.9%), Titan Company Limited (3.9%) and Grasim Industries Limited (3.8%). Holdings are disclosed monthly and change over time.
How risky is Motilal Oswal BSE Low Volatility Index Fund?
Motilal Oswal BSE Low Volatility Index Fund is rated very high on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 11.4% and its worst peak-to-trough fall in our sample was -18.4%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What does the Sharpe ratio of -0.14 mean?
The Sharpe ratio is return earned per unit of total risk, above a 6.5% risk-free rate. Motilal Oswal BSE Low Volatility Index Fund's -0.14 means it has not compensated investors for its volatility over the window. Higher is better.
What is the benchmark of Motilal Oswal BSE Low Volatility Index Fund?
Motilal Oswal BSE Low Volatility Index Fund is benchmarked against the BSE Low Volatility Total Return Index The index mentioned as benchmark above, is ideal benchmark for this scheme, since. Its alpha and beta on this page are measured against that index.
Who manages Motilal Oswal BSE Low Volatility Index Fund?
Motilal Oswal BSE Low Volatility Index Fund is managed by Swapnil Mayekar and Abhiroop Mukherjee at Motilal Oswal.
How is Motilal Oswal BSE Low Volatility Index Fund taxed?
Motilal Oswal BSE Low Volatility Index Fund is an equity-oriented fund, so its capital gains get concessional rates: short-term gains (units held under 1 year) are taxed at 20%, and long-term gains (held 1 year or more) at 12.5% above a ₹1.25 lakh per-year exemption. These rates apply on redemption and don't add to your income-tax slab.