Motilal Oswal BSE Low Volatility Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹87.43 Cr
Expense Ratio
1.06%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
23 Mar 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.92% | -- |
| 3 Months | +1.96% | -- |
| 6 Months | -5.24% | -- |
| 1 Year | -4.51% | -4.51% |
| 2 Years | -- | -3.23% |
| 3 Years | +29.27% | +8.93% |
| 5 Years | -- | 0% |
| Since Launch | +58.25% | +11.22% |
Holdings as on 19 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Pidilite Industries | 3.86 | 4.49 |
| HDFC Bank | 3.48 | 4.05 |
| ICICI Bank | 3.46 | 4.02 |
| Nestle India | 3.23 | 3.76 |
| Marico | 3.20 | 3.72 |
| Shree Cement | 3.16 | 3.67 |
| Apollo Hospitals Enterprise | 3.13 | 3.64 |
| Asian Paints | 3.06 | 3.56 |
| Grasim Industries | 3.03 | 3.52 |
| Cipla | 2.98 | 3.46 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.27
Sharpe Ratio
13.99%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| LIC MF BSE Sensex Index Growth | -6.57% | +5.41% | +7.9% |
| Motilal Oswal BSE Low Volatility Index Fund Regular Growth | -4.51% | +8.93% | -- |
| ICICI Prudential Nifty 500 Index Fund Regular Growth | -1.19% | -- | -- |
| Bandhan Nifty Smallcap 250 Index Fund Regular Growth | +0.2% | -- | -- |
| HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth | -5.15% | -- | -- |
Results are calculated on CAGR basis
About 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.
The Motilal Oswal BSE Low Volatility Index Fund Regular Growth has an AUM of 87.43 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.06%. The minimum investment in Motilal Oswal BSE Low Volatility Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Pidilite Industries, HDFC Bank, ICICI Bank, Nestle India.
The major sectors where the fund is invested are Construction - Raw Materials, Regional Banks, Personal & Household Prods., Biotechnology & Drugs.
Some of the similar funds are LIC MF BSE Sensex Index Growth, Motilal Oswal BSE Low Volatility Index Fund Regular Growth, ICICI Prudential Nifty 500 Index Fund Regular Growth, Bandhan Nifty Smallcap 250 Index Fund Regular Growth, HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth. Motilal Oswal BSE Low Volatility Index Fund Regular Growth has a sharpe ratio of 0.27 & a standard deviation of 13.99%.
FAQs
According to the morning star rating Motilal Oswal BSE Low Volatility Index Fund Regular Growth has a Medium risk & Good return.
Motilal Oswal BSE Low Volatility Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal BSE Low Volatility Index Fund Regular Growth is 1.06%.
The 5 year annualized return on Motilal Oswal BSE Low Volatility Index Fund Regular Growth is 0.00% & it has generated -4.51% in the last 1 year.
The minimum investment in Motilal Oswal BSE Low Volatility Index Fund Regular Growth is 500 Rs.
Motilal Oswal BSE Low Volatility Index Fund Regular Growth has an AUM of 87.43 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.