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Motilal Oswal BSE Low Volatility Index Fund Direct Growth
+5.77%
3Y annualised
+1.02% 1D
NAV: 09 Oct '26
₹14.97
Min. for SIP
₹500
Fund size (AUM)
₹59.15 Cr
Expense ratio
0.64%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,324 | -4.51% | |
| 6 months | ₹30,000 | ₹28,267 | -5.78% | |
| 1 year | ₹60,000 | ₹55,306 | -7.82% | |
| 3 years | ₹1,80,000 | ₹1,68,972 | -6.13% |
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Castrol India Ltd | Materials | Equity | 4.94% |
| Net Receivables | Unspecified | Net Receivables | 4.51% |
| Marico Ltd | Consumer Staples | Equity | 3.65% |
| Abbott India Ltd | Healthcare | Equity | 3.62% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.48% |
| ITC Ltd | Consumer Staples | Equity | 3.47% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 3.45% |
| Bharti Airtel Ltd | Technology | Equity | 3.42% |
| NTPC Ltd | Energy & Utilities | Equity | 3.42% |
| SBI Life Insurance Company Ltd | Financial | Equity | 3.41% |
| HDFC Bank Ltd | Financial | Equity | 3.39% |
| ICICI Bank Ltd | Financial | Equity | 3.36% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.34% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 3.25% |
| Lupin Ltd | Healthcare | Equity | 3.24% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 3.22% |
| Alkem Laboratories Ltd | Healthcare | Equity | 3.19% |
| Cipla Ltd | Healthcare | Equity | 3.17% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 3.12% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.11% |
| Britannia Industries Ltd | Consumer Staples | Equity | 3.11% |
| Nestle India Ltd | Consumer Staples | Equity | 3.09% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 3.08% |
| Shree Cement Ltd | Materials | Equity | 3.06% |
| Pidilite Industries Ltd | Materials | Equity | 3.05% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 3.05% |
| Coal India Ltd | Materials | Equity | 2.95% |
| Grasim Industries Ltd | Materials | Equity | 2.88% |
| ACC Ltd | Materials | Equity | 2.88% |
| United Breweries Ltd | Consumer Staples | Equity | 2.85% |
| Repo | Unspecified | Repo | 0.24% |
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 | -4.7% | -10.4% | +5.8% | +9.3% |
| Category average (Equity Large & MidCap) | +1.7% | -2.5% | +10.3% | +13.5% |
| Rank (Equity Large & MidCap) | -- | 68 | 18 | -- |
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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +3.47% | +21.36% | 12,199.57 | |
| +4.26% | +20.94% | 19,832.31 | |
 | +0.23% | +16.63% | 21,020.49 | |
 | -4.23% | +13.54% | 7,410.60 | |
 | -5.64% | +13.31% | 31,628.19 | |
| 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 ₹1,59,647 Cr and the Latest NAV as of 09 Oct 2026 is ₹14.97.
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₹1,59,646.77 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,