Motilal Oswal BSE Low Volatility Index Fund
- NAV
- ₹14.99
- —30 Oct 2026
- AUM (₹ Cr)
- 69
- Average, July - September 2026
- Expense ratio
- 0.64%
- Regular 1.33%
- Risk
- Very High
- SEBI riskometer
- 1Y return
- -12.2%-5.2%
- Category -7.0%
- 3Y CAGR
- 6.3%-3.3%
- Category 9.5%
- 5Y CAGR
- —
- Category 7.8%
Rank in category
Too young for a combined rank, which needs five years. On its 1-year return it is #124 of 132.
Ranked on 1Y, 3Y and 5Y together. 19 of 158 funds have a rank here; it needs a 5-year record. Direct plan, growth option. Click a column to rank by it.
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily NAVs. Risk-free rate 6.5% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| Fund | -0.8% | -9.2% | -7.2% | -13.3% | -12.2% | +6.3% | — | — | +9.3% |
| BSE Low Volatility TRI | — | — | — | — | — | — | — | — | — |
| Index: Factor average | -0.9% | -6.4% | -3.7% | -6.7% | -7.0% | 9.5% | 7.8% | 13.1% | 2.7% |
| Difference | — | — | — | — | — | — | — | — | — |
Portfolio
Valuation
- P/E
- 23.3
- Covers 93% of its shares
- Category median
- 24.2
- 134 Index: Factor funds
- Benchmark P/E
- 25.3
- BSE Low Volatility Index
P/E is the value of the shares the fund holds, at the close of 30 Oct 2026, over their profit in the last four reported quarters (the owners' share from continuing operations, consolidated where filed, losses included), weighted by the fund's portfolio disclosed 24 Oct 2026. The category median is worked out the same way; the benchmark's is the index provider's own figure on the same basis.
Fund details
- Fund house
- Motilal Oswal Mutual Fund
- Category
- Equity · Index: Factor
- SEBI classification
- Other / Index Funds ETFs
- Benchmark
- BSE Low Volatility TRI
- Launch date
- 30 Mar 2022 (4.6 years)
- Structure
- Open Ended · Index
- Plans and options
- Direct Growth, Regular Growth
- Fund manager
- Swapnil P Mayekar
- Minimum SIP
- ₹500
- Minimum lumpsum
- ₹500 (then ₹500)
- Exit load
- 1.00%
- Lock-in
- None
- Riskometer
- Very High (benchmark Very High)
- Expense ratio as of
- 29 Oct 2026
- AUM period
- July - September 2026
- ISIN, Direct Growth
- INF247L01AY5
- ISIN, Regular Growth
- INF247L01AZ2
- Scheme code
- 149919, 149920
NAV and returns as of 30 Oct 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.
Other index: factor funds
Other funds in the Index: Factor category.
- Kotak Nifty 50 Equal Weight Index FundKotak Mahindra Mutual Fund · ₹67 Cr · ER 0.51%
- Motilal Oswal BSE Quality Index FundMotilal Oswal Mutual Fund · ₹59 Cr · ER 0.55%
- Nippon India ETF Nifty 50 Shariah BeESNippon India Mutual Fund · ₹58 Cr · ER 1.01%5Y 0.8%
- SBI Nifty100 Low Volatility 30 Index FundSBI Mutual Fund · ₹57 Cr · ER 0.52%
- Tata BSE Quality Index FundTata Mutual Fund · ₹57 Cr · ER 0.53%
- Mirae Asset BSE Midcap 150 Momentum 30 ETFMirae Asset Mutual Fund · ₹54 Cr · ER 1.78%

