Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
+16.46%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
All
NAV: 26 Feb '26
₹17.19
Min. for SIP
₹500
Fund size
₹109.57 Cr
Expense ratio
0.30%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,084
+0.56%
6 months₹30,000₹30,415
+1.38%
1 year₹60,000₹62,395
+3.99%
3 years₹1,80,000₹2,07,791
+15.44%

Holdings (31)

NameSectorInstrumentsAssets
AIA Engineering Ltd.Metals & MiningEquity4.28%
State Bank of IndiaFinancialEquity4.22%
Axis Bank Ltd.FinancialEquity3.98%
Nestle India Ltd.Consumer StaplesEquity3.98%
HDFC Bank Ltd.FinancialEquity3.74%
ICICI Bank Ltd.FinancialEquity3.66%
Coal India Ltd.EnergyEquity3.51%
Tata Consultancy Services Ltd.TechnologyEquity3.44%
Titan Company Ltd.Consumer DiscretionaryEquity3.42%
Pidilite Industries Ltd.ChemicalsEquity3.41%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.35%
Reliance Industries Ltd.EnergyEquity3.35%
ITC Ltd.Consumer StaplesEquity3.31%
Bharti Airtel Ltd.CommunicationEquity3.29%
SBI Life Insurance Company Ltd.InsuranceEquity3.24%
Asian Paints Ltd.ChemicalsEquity3.20%
Ultratech Cement Ltd.ConstructionEquity3.19%
Maruti Suzuki India Ltd.AutomobileEquity3.18%
Hindustan Unilever Ltd.Consumer StaplesEquity3.17%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity3.17%
Grasim Industries Ltd.ConstructionEquity3.13%
Britannia Industries Ltd.Consumer StaplesEquity3.13%
Marico Ltd.Consumer StaplesEquity3.13%
MRF Ltd.AutomobileEquity3.12%
Dr. Reddy's Laboratories Ltd.HealthcareEquity3.08%
Dabur India Ltd.Consumer StaplesEquity3.06%
Shree Cement Ltd.ConstructionEquity2.95%
HDFC Life Insurance Co Ltd.InsuranceEquity2.87%
ACC Ltd.ConstructionEquity2.69%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.65%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.05%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+3.0%+12.8%+16.5%+14.8%
Category average (Equity Large & MidCap)-0.3%+0.9%+17.5%--
Rank (Equity Large & MidCap)--4332--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SPM
Swapnil P Mayekar
Mar 2022 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

RS
Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

DM
Dishant Mehta
Oct 2024 - Present
View details

Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Also manages these schemes

About Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Motilal Oswal BSE Low Volatility Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal BSE Low Volatility Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,181 Cr and the Latest NAV as of 26 Feb 2026 is ₹17.19. The Motilal Oswal BSE Low Volatility Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1% if redeemed within 15 days. ;

Investment Objective

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.
Fund benchmarkBSE Low Volatility Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,36,181.42 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,