Motilal Oswal BSE Low Volatility Index Fund · Regular · Growth
NAV
₹14.6697
as of 30 Sept 2026
Expense Ratio
1.18%
AUM
₹90 Cr
Lumpsum returns (CAGR)
- 1Y
- -8.60%
- 3Y
- +5.19%
- 5Y
- —
- Since Inception
- +8.84%
SIP returns (XIRR)
- 1Y
- -14.48%
- 3Y
- -3.36%
- 5Y
- —
- Since Inception
- +3.35%
What history actually did — last 4 years (Oct 2022 – Sept 2026)
A ₹5,000 monthly SIP for the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,38,947 today — ₹2,35,000 invested, 0.8% XIRR.
₹2,35,000
Invested
₹2,38,947
Value today
0.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,40,473 today (8.9% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Oct 2022 – Sept 2026) (3 Jun 2024) would be ₹93,958 today (0.94×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.61
Sharpe Ratio
—
Alpha
—
Beta
-0.58
Sortino
11.29%
Std Dev
-14.10%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Jul 2026- Cement & Cement Products13.89%
- Banks10.85%
- Pharmaceuticals & Biotechnology9.46%
- Consumer Durables7.27%
- Food Products6.85%
- Diversified FMCG6.33%
- Insurance6.03%
- Chemicals & Petrochemicals4.47%
- Agricultural Food & other Products3.81%
- Healthcare Services3.69%
- Telecom - Services3.47%
- Automobiles3.25%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
Motilal Oswal BSE Low Volatility Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Motilal Oswal BSE Low Volatility Index Fund · Regular · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹89.7 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE LOW VOLATILITY TOTAL RETURN INDEX. The current expense ratio is 1.18%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios