Motilal Oswal BSE Low Volatility Index Fund · Regular · Growth
NAV
₹14.7712
as of 29 Sept 2026
Expense Ratio
1.18%
AUM
₹90 Cr
Lumpsum returns (CAGR)
- 1Y
- -8.07%
- 3Y
- +5.43%
- 5Y
- —
- Since Inception
- +9.01%
SIP returns (XIRR)
- 1Y
- -13.50%
- 3Y
- -2.93%
- 5Y
- —
- Since Inception
- +3.65%
What history actually did — last 4 years (Sept 2022 – Sept 2026)
A ₹5,000 monthly SIP for the last 4 years (Sept 2022 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,47,628 today — ₹2,40,000 invested, 1.6% XIRR.
₹2,40,000
Invested
₹2,47,628
Value today
1.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Sept 2022 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,39,855 today (8.8% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Sept 2022 – Sept 2026) (3 Jun 2024) would be ₹94,608 today (0.95×).
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-0.56
Sharpe Ratio
—
Alpha
—
Beta
-0.53
Sortino
11.27%
Std Dev
-14.02%
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