Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

94 Cr

Lock In Period

N/A

Expense Ratio

1.04

Benchmark

BSE Low Volatility Total Return

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.

Summary

Latest details for Motilal Oswal BSE Low Volatility Index Fund Growth include a 15.8401 NAV as of Apr 21,2026 and returns since inception of 43.46%. Minimum investments start at SIP ₹500. The Motilal Oswal BSE Low Volatility Index Fund Growth AUM is ₹94 Cr, with a lock-in of N/A years, expense ratio of 1.04%, and benchmark BSE Low Volatility Total Return. Exit load is - 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 3.56% returns, against a category average of 0.94% and a category best of 17.99%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.560.9417.99
6M-6.181.2260.98
1Y0.214.95159.58
3Y12.7813.02221.39

Portfolio Analysis

  • Equity: 100.21%
  • Debt: -0.22%
  • Others
As on: 2026-03-31
View allocation % by

1. Shree Cement Limited3.61%
2. UltraTech Cement Limited3.51%
3. ACC Limited3.20%
4. Grasim Industries Limited3.13%

1. Sun Pharmaceutical Industries Limited3.34%
2. Cipla Limited3.12%
3. Dr. Reddy's Laboratories Limited3.11%

1. HDFC Bank Limited4.01%
2. ICICI Bank Limited3.80%

1. SBI Life Insurance Company Limited3.38%
2. HDFC Life Insurance Company Limited3.27%

1. Nestle India Limited3.39%
2. Britannia Industries Limited3.16%

1. Hindustan Unilever Limited3.55%
2. Dabur India Limited2.96%

1. Pidilite Industries Limited3.91%

1. Marico Limited3.53%

1. Bharti Airtel Limited3.45%

1. NTPC Limited3.41%

1. ITC Limited3.40%

1. Apollo Hospitals Enterprise Limited3.36%

1. Reliance Industries Limited3.32%

1. Coal India Limited3.30%

1. Titan Company Limited3.22%

1. United Breweries Limited3.18%

1. Asian Paints Limited3.15%

1. Larsen & Toubro Limited3.13%

1. State Bank of India3.12%

1. Tata Consultancy Services Limited3.11%

1. Maruti Suzuki India Limited3.08%

About Fund

Motilal Oswal BSE Low Volatility Index Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹94 Crore. The fund benchmarks its performance against the BSE Low Volatility Total Return while maintaining an expense ratio of 1.04. Under the expert guidance of Swapnil P Mayekar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Swapnil P Mayekar

Mr. Swapnil has done M.Com from Mumbai University and Advanced Diploma in Business Administration. He is associated with Motilal Oswal Asset Management Company Limited from March 2010 till date. Prior to this,he has worked with Business Standard Limited from Aug 2005 to Feb 2010.

Peer Comparison

Fund Name1Y3Y
This FundAditya Birla Sun Life Nifty 50 ETF Growth3.295242.9672
This FundICICI Prudential Nifty 50 ETF Growth3.268942.9994
This FundMotilal Oswal BSE Low Volatility Index Fund Growth0.211143.4551
This FundKotak Silver ETF Growth158.3661220.5055
This FundICICI Prudential Silver ETF Growth159.017221.3937

FAQs

Motilal Oswal BSE Low Volatility Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal BSE Low Volatility Index Fund Growth is 1.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal BSE Low Volatility Index Fund Growth’s fund performance is as follows:
  • 1 Month : 3.56%
  • 6 Months : -6.18%
  • 1 Year : 0.21%
  • 3 Years : 12.78%
Returns of Motilal Oswal BSE Low Volatility Index Fund Growth are updated daily based on NAV of ₹ 15.8401 as on Apr 21,2026. Since inception, the return has been 43.46%.

You can invest in Motilal Oswal BSE Low Volatility Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal BSE Low Volatility Index Fund Growth is ₹94 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal BSE Low Volatility Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500