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Motilal Oswal BSE Low Volatility Index Fund Direct Growth
+12.98%
3Y annualised
+0.93% 1D
NAV: 10 Apr '26
₹15.86
Min. for SIP
₹500
Fund size (AUM)
₹93.52 Cr
Expense ratio
0.30%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,063 | -6.25% | |
| 6 months | ₹30,000 | ₹27,298 | -9.01% | |
| 1 year | ₹60,000 | ₹54,779 | -8.70% | |
| 3 years | ₹1,80,000 | ₹1,79,770 | -0.13% |
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.01% |
| Pidilite Industries Ltd. | Chemicals | Equity | 3.91% |
| ICICI Bank Ltd. | Financial | Equity | 3.80% |
| Shree Cement Ltd. | Construction | Equity | 3.61% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 3.55% |
| Marico Ltd. | Consumer Staples | Equity | 3.53% |
| Ultratech Cement Ltd. | Construction | Equity | 3.51% |
| Bharti Airtel Ltd. | Communication | Equity | 3.45% |
| NTPC Ltd. | Energy | Equity | 3.41% |
| ITC Ltd. | Consumer Staples | Equity | 3.40% |
| Nestle India Ltd. | Consumer Staples | Equity | 3.39% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 3.38% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.36% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.34% |
| Reliance Industries Ltd. | Energy | Equity | 3.32% |
| Coal India Ltd. | Energy | Equity | 3.30% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 3.27% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 3.22% |
| ACC Ltd. | Construction | Equity | 3.20% |
| United Breweries Ltd. | Consumer Staples | Equity | 3.18% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 3.16% |
| Asian Paints Ltd. | Chemicals | Equity | 3.15% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.13% |
| Grasim Industries Ltd. | Construction | Equity | 3.13% |
| State Bank of India | Financial | Equity | 3.12% |
| Cipla Ltd. | Healthcare | Equity | 3.12% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.11% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.11% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.08% |
| Dabur India Ltd. | Consumer Staples | Equity | 2.96% |
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
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -5.4% | +4.2% | +13.0% | +12.1% |
| Category average (Equity Large & MidCap) | -0.3% | +0.9% | +17.5% | -- |
| Rank (Equity Large & MidCap) | -- | 54 | 33 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +24.34% | +26.92% | 13,995.29 | |
Bandhan Large & Mid Cap Fund Direct Growth | +14.91% | +24.06% | 14,108.57 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +12.24% | +21.06% | 27,004.55 | |
DSP Large & Mid Cap Fund Direct Plan Growth | +10.78% | +20.52% | 15,780.10 | |
Nippon India Vision Large & Mid Cap Direct Growth | +11.88% | +20.48% | 6,299.19 | |
| Compare | ||||
Fund management
SPMSwapnil P MayekarMar 2022 - PresentView details
SPM
Swapnil P Mayekar
Mar 2022 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
DMDishant MehtaOct 2024 - PresentView details
DM
Dishant Mehta
Oct 2024 - Present
View details
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 ₹1,24,826 Cr and the Latest NAV as of 10 Apr 2026 is ₹15.86.
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.
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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₹1,24,825.89 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,