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Motilal Oswal BSE Low Volatility Index Fund Direct Growth
+11.73%
3Y annualised
+0.80% 1D
NAV: 01 Apr '26
₹15.19
Min. for SIP
₹500
Fund size (AUM)
₹108.77 Cr
Expense ratio
0.30%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,157 | -5.62% | |
| 6 months | ₹30,000 | ₹27,620 | -7.93% | |
| 1 year | ₹60,000 | ₹55,247 | -7.92% | |
| 3 years | ₹1,80,000 | ₹1,80,850 | +0.47% |
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 4.67% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 4.04% |
| Axis Bank Ltd. | Financial | Equity | 3.99% |
| Nestle India Ltd. | Consumer Staples | Equity | 3.83% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 3.70% |
| ICICI Bank Ltd. | Financial | Equity | 3.70% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.62% |
| HDFC Bank Ltd. | Financial | Equity | 3.55% |
| Pidilite Industries Ltd. | Chemicals | Equity | 3.52% |
| Coal India Ltd. | Energy | Equity | 3.41% |
| Marico Ltd. | Consumer Staples | Equity | 3.35% |
| Reliance Industries Ltd. | Energy | Equity | 3.32% |
| MRF Ltd. | Automobile | Equity | 3.31% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 3.28% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.24% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.22% |
| ITC Ltd. | Consumer Staples | Equity | 3.20% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 3.18% |
| Ultratech Cement Ltd. | Construction | Equity | 3.16% |
| Bharti Airtel Ltd. | Communication | Equity | 3.12% |
| Asian Paints Ltd. | Chemicals | Equity | 3.11% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 3.11% |
| Dabur India Ltd. | Consumer Staples | Equity | 3.10% |
| Grasim Industries Ltd. | Construction | Equity | 3.09% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 3.03% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.95% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.88% |
| Shree Cement Ltd. | Construction | Equity | 2.83% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 2.79% |
| ACC Ltd. | Construction | Equity | 2.60% |
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
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -8.2% | -1.2% | +11.7% | +10.9% |
| Category average (Equity Large & MidCap) | -0.3% | +0.9% | +17.5% | -- |
| Rank (Equity Large & MidCap) | -- | 32 | 31 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +7.55% | +23.16% | 15,017.31 | |
Bandhan Large & Mid Cap Fund Direct Growth | +5.07% | +22.06% | 14,780.40 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +0.14% | +18.40% | 28,505.90 | |
DSP Large & Mid Cap Fund Direct Plan Growth | -0.18% | +18.36% | 17,652.61 | |
Nippon India Vision Large & Mid Cap Direct Growth | +1.40% | +18.32% | 6,962.81 | |
| Compare | ||||
Fund management
SPMSwapnil P MayekarMar 2022 - PresentView details
SPM
Swapnil P Mayekar
Mar 2022 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
DMDishant MehtaOct 2024 - PresentView details
DM
Dishant Mehta
Oct 2024 - Present
View details
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 ₹1,35,167 Cr and the Latest NAV as of 01 Apr 2026 is ₹15.19.
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.
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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₹1,35,166.52 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,