Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Motilal Oswal BSE Low Volatility Index Fund Direct Growth

+10.40%
3Y annualised
-0.35% 1D
1M
6M
1Y
3Y
All
NAV: 11 Jun '26
₹15.69
Min. for SIP
₹500
Fund size (AUM)
₹91.91 Cr
Expense ratio
0.36%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,102
+0.68%
6 months₹30,000₹29,485
-1.72%
1 year₹60,000₹58,614
-2.31%
3 years₹1,80,000₹1,89,677
+5.38%

Holdings (31)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity3.94%
Nestle India LtdConsumer StaplesEquity3.92%
Pidilite Industries LtdMaterialsEquity3.90%
ICICI Bank LtdFinancialEquity3.71%
Hindustan Unilever LtdConsumer StaplesEquity3.62%
Shree Cement LtdMaterialsEquity3.53%
Ultratech Cement LtdMaterialsEquity3.53%
ITC LtdConsumer StaplesEquity3.47%
Marico LtdConsumer StaplesEquity3.46%
NTPC LtdEnergy & UtilitiesEquity3.42%
Bharti Airtel LtdTechnologyEquity3.40%
ACC LtdMaterialsEquity3.38%
Larsen & Toubro LtdIndustrialsEquity3.34%
Titan Company LtdConsumer DiscretionaryEquity3.33%
Asian Paints LtdMaterialsEquity3.32%
Reliance Industries LtdEnergy & UtilitiesEquity3.29%
Coal India LtdMaterialsEquity3.28%
SBI Life Insurance Company LtdFinancialEquity3.22%
Apollo Hospitals Enterprise LtdHealthcareEquity3.22%
Sun Pharmaceutical Industries LtdHealthcareEquity3.20%
Grasim Industries LtdMaterialsEquity3.19%
State Bank of IndiaFinancialEquity3.17%
Cipla LtdHealthcareEquity3.11%
Maruti Suzuki India LtdConsumer DiscretionaryEquity3.11%
Britannia Industries LtdConsumer StaplesEquity3.11%
Dr. Reddy's Laboratories LtdHealthcareEquity3.05%
Tata Consultancy Services LtdTechnologyEquity3.04%
HDFC Life Insurance Co LtdFinancialEquity3.02%
Dabur India LtdConsumer StaplesEquity2.97%
United Breweries LtdConsumer StaplesEquity2.80%
Net PayablesUnspecifiedNet Payables-0.06%
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-8.0%-5.9%+10.4%+11.3%
Category average (Equity Large & MidCap)-0.3%+0.9%+17.5%--
Rank (Equity Large & MidCap)--5133--

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 ₹1,43,825 Cr and the Latest NAV as of 11 Jun 2026 is ₹15.69. 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₹1,43,824.90 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
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,