Motilal Oswal BSE Low Volatility Index Fund Direct - Growth

Fund Details

NAV 17.2394

Sub-Type Large & MidCap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 3.75

Fund Size(in Crores) 115.84

Fund Performance

1 Month 0.02%

3 Month 2.4%

6 Month 4.32%

1 Year 7.94%

3 Year 15.31%

5 Year 0.0%

Know This Fund

As on 23 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Bonds/NCDs 3.29 Net Receivables 3.69 Repo 2.23 Debt Credit Ratings AAA 64.69 SOV 16.55 AA+ 8.15 Cash & Call Money 5.92 AA 4.36 Debt Category Indian Railway Finance Corporation 4.05 Bajaj Finance 2.52 Export-Import Bank 3.59 Muthoot Finance 2.54

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M -0.01% Ret 1Y 4.73% Ret 3Y 5.25% Ret 5Y 3.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M -0.01% Ret 1Y 4.73% Ret 3Y 5.25% Ret 5Y 3.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M -0.01% Ret 1Y 4.73% Ret 3Y 5.25% Ret 5Y 3.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.08% Ret 1Y 7.68% Ret 3Y 7.45% Ret 5Y 6.09%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.08% Ret 1Y 7.68% Ret 3Y 7.45% Ret 5Y 6.09%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.08% Ret 1Y 7.68% Ret 3Y 7.45% Ret 5Y 6.09%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.08% Ret 1Y 7.68% Ret 3Y 7.45% Ret 5Y 6.09%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.1% Ret 1Y 7.96% Ret 3Y 7.55% Ret 5Y 5.97%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.1% Ret 1Y 7.96% Ret 3Y 7.55% Ret 5Y 5.97%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.1% Ret 1Y 7.96% Ret 3Y 7.55% Ret 5Y 5.97%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.1% Ret 1Y 7.96% Ret 3Y 7.55% Ret 5Y 5.97%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.32%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dishant Mehta

Education Bachelors of Science (B.SC)

Experience Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 14

Date of Incorporation 2022-03-23

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.