Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
17.93%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
All
NAV: 14 Jul 2025₹16.84
Min. SIP amount₹500
Rating3
Fund size₹116.61Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (30)

NameSectorInstrumentAssets
AutomobileEquity4.30%
Consumer StaplesEquity3.85%
Consumer StaplesEquity3.82%
FinancialEquity3.74%
FinancialEquity3.70%
HealthcareEquity3.67%
InsuranceEquity3.55%
EnergyEquity3.54%
InsuranceEquity3.52%
CommunicationEquity3.50%
Consumer StaplesEquity3.40%
Consumer StaplesEquity3.35%
HealthcareEquity3.34%
ChemicalsEquity3.33%
ChemicalsEquity3.33%
HealthcareEquity3.30%
Consumer DiscretionaryEquity3.30%
HealthcareEquity3.29%
ConstructionEquity3.25%
ConstructionEquity3.17%
FinancialEquity3.16%
ChemicalsEquity3.15%
TechnologyEquity3.11%
TechnologyEquity2.98%
FinancialEquity2.97%
AutomobileEquity2.89%
TechnologyEquity2.88%
Metals & MiningEquity2.87%
Consumer StaplesEquity2.82%
Consumer StaplesEquity2.78%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.2%17.9%17.0%
Category averageNA-2.8%21.7%NA
Rank with in categoryNA3132NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Large & MidCap

Pros

Lower expense ratio: 0.38%
1Y annualised returns higher than category average by 1.59%
Higher alpha: 2.92 The fund has generated returns higher than benchmark - BSE Low Volatility Total Return Index - in the last 3Y

Cons

3Y annualised returns lower than category average by 3.77%

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