Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk
Equity
Index Funds

NAV as on Mar 18, 2026

Price per unit of the scheme.

₹ 15.97260.48%1 Day Change

-7.22%

Minimum Investment₹500

Expense Ratio0.42%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Equity: Index Funds Average NAV

Topper in Equity: Index Funds

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

S&P BSE Low Volatility TR INR

Expense Ratio

0.42%

Category Avg Expense Ratio

0.24%

Minimum Investment (Lumpsum/SIP)

₹ 500 /₹ 1500

Lock In (Years)

No Lock-in

Fund Size

₹ 109.57 Cr(As on Jan, 2026)

Inception Date

Mar 23, 2022

Turnover

- %

Exit Load

1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.

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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is an Equity - Index Funds fund. The fund was launched inMar 23, 2022. Its risk level is . The NAV of the fund as onMar 18, 2026 is ₹15.97. Its expense ratio is 0.42 %. The fund has an AUM of ₹109.57 Cr.The fund is managed bySwapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Swapnil Mayekar

Lead Fund Manager.

Mar 23, 2022 - Present

Fund Manager Rank--Out of 0
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed21
Total AUM₹ 77,340.13 Cr
Highest Return In 1 Yr90.49 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 14.66

-7.43%

Very High Risk

₹930.81Cr

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

₹ 16.41

-4.73%

Very High Risk

₹61.56Cr

Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

₹ 27.62

-8.81%

Very High Risk

₹1,454.07Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 14.66
Fund Size₹930.81Cr

Fund Return-7.43%

Category Return--

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk--

NAV₹ 16.41
Fund Size₹61.56Cr

Fund Return-4.73%

Category Return--

Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk--

NAV₹ 27.62
Fund Size₹1,454.07Cr

Fund Return-8.81%

Category Return--

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Rakesh Shetty

Lead Fund Manager.

Nov 22, 2022 - Present

Schemes managed33
Total AUM₹ 1,04,702.46 Cr
Highest Return In 1 Yr90.49 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 14.66

-7.43%

Very High Risk

₹930.81Cr

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

₹ 16.41

-4.73%

Very High Risk

₹61.56Cr

Motilal Oswal Large and Midcap Fund Direct Growth

₹ 34.85

-3.62%

-7.69%

Very High Risk

₹14,601.65Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 14.66
Fund Size₹930.81Cr

Fund Return-7.43%

Category Return--

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk--

NAV₹ 16.41
Fund Size₹61.56Cr

Fund Return-4.73%

Category Return--

Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

NAV₹ 34.85
Fund Size₹14,601.65Cr

Fund Return-3.62%

Category Return-7.69%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Dishant Mehta

Lead Fund Manager.

Oct 15, 2024 - Present

Schemes managed13
Total AUM₹ 19,749.71 Cr
Highest Return In 1 Yr26.68 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 14.66

-7.43%

Very High Risk

₹930.81Cr

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

₹ 15.97

-7.22%

Very High Risk

₹109.57Cr

Motilal Oswal Nifty Bank Index Fund Direct Growth

₹ 20.49

-10.14%

Very High Risk

₹668.69Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 14.66
Fund Size₹930.81Cr

Fund Return-7.43%

Category Return--

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk--

NAV₹ 15.97
Fund Size₹109.57Cr

Fund Return-7.22%

Category Return--

Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk--

NAV₹ 20.49
Fund Size₹668.69Cr

Fund Return-10.14%

Category Return--

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb, 2026

EQUITY (99.92%)

DEBT (-%)

CASH (0.08%)

Allocation by Market Cap

Large Cap(77.64%)

Mid Cap(15.63%)

Small Cap(6.64%)

Industry Holdings

Stock Holdings

State Bank of India4.67%
Cipla Ltd Shs Dematerialised4.26%
AIA Engineering Ltd4.04%
Axis Bank Ltd3.99%
Honeywell Automation India Ltd3.92%
Colgate-Palmolive (India) Ltd3.84%

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
----
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
----
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
----

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
--
This Fund
VS
--
Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
--
This Fund
VS
--
Category Avg

Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
--
This Fund
VS
--
Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
0.81
This Fund
VS
--
Category Avg

Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
1.29
This Fund
VS
--
Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
11.79
This Fund
VS
--
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Motilal Oswal Asset Management Company Limited - Portfolio Managers

Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,24,048.25 crores. It’s current offering of mutual fund schemes includes 44 equity, 3 debt and 6 hybrid schemes.

Phone

+91 22 39804263

mfservice@motilaloswal.com

AUM

₹ 1,24,048.25 Cr (

As on Feb 28, 2026

)

Address

Motilal Oswal Tower, Mumbai,400 025

FAQ's

What is the category of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The category of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is Equity - Index Funds

What is the current NAV of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The current NAV of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth as on Mar 18, 2026 is ₹15.97

How safe is Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The risk level of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is Very High.

What are short term returns given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The return given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth in 1 month is -7.22%, 3 months is -6.47%, 6 months is -6.13%, and 1 year is 5.42%

What are the long term returns given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The return given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth in 3 years is 14.37% and 5 years is --.

What is the expense ratio of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The expense ratio of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is 0.42%

What is the AUM of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The assets under Management (AUM) of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is Rs 109.57 crores.

What is the minimum investment in Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?

The minimum Lumpsum investment in Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is ₹1,500.00

What is the asset allocation of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth?

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth has an exposure of 99.92% in Equity and 0.08% in Cash & Money Market Securities