Motilal Oswal BSE Low Volatility Index Fund-Regular plan
Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 01-03-2022
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: BSE Low Volatility TRI
Total Assets: 113.16 As on (30-06-2025)
Expense Ratio: 1.05% As on (30-06-2025)
Turn over: 81.00% | 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. A switch-out or a withdrawal shall also be subjected to the like any redemption. One investor held 26.47% of the net assets (as on allotment date 23/03/2022) and the same will be rebalanced as per regulatory guidelines.
NAV as on 28-07-2025
16.2148
-0.0808
CAGR Since Inception
15.64%
BSE Low Volatility TRI 17.75%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal BSE Low Volatility Index Fund-Regular plan | -4.65 | 15.63 | - | - | 15.64 |
| Benchmark | - | - | - | - | - |
| Index Fund | 1.6 | 15.17 | 19.01 | 11.9 | 8.45 |
Funds Manager
Swapnil P Mayekar, Rakesh Shetty
RETURNS CALCULATORS for Motilal Oswal BSE Low Volatility Index Fund-Regular plan
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal BSE Low Volatility Index Fund-Regular plan
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Motilal Oswal BSE Low Volatility Index Fund-Regular plan
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Low Volatility Index Fund Reg | 01-03-2022 | -4.65 | 13.45 | 15.63 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 27.5 | 25.35 | 26.42 | 0.0 | 0.0 |
| Motilal Oswal S&P 500 Index Reg Gr | 05-04-2020 | 21.72 | 21.18 | 20.32 | 17.6 | 0.0 |
| Tata Nifty MidSmall Healthcare Index Fund Reg Gr | 26-04-2024 | 17.6 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 14.34 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Nifty Financial Services Index Fund Reg Gr | 01-04-2024 | 13.51 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Reg Gr | 11-02-2022 | 10.79 | 9.35 | 9.26 | 0.0 | 0.0 |
| Bandhan Crisil IBX 90:10 SDL Plus Gilt Apr 2032 Index Fund Reg GR | 29-11-2022 | 10.77 | 9.4 | 0.0 | 0.0 | 0.0 |
| ABSL CRISIL IBX SDL Jun 2032 INDEX FUND Reg Gr | 14-02-2023 | 10.47 | 9.14 | 0.0 | 0.0 | 0.0 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Reg Gr | 27-03-2023 | 10.46 | 9.44 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal BSE Low Volatility Index Fund-Regular plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Low Volatility Index Fund-Regular plan | 14.51 | - | - | |||
| Index Fund | - | - | - | - | - | - |