Motilal Oswal BSE Low Volatility Index Fund Regular - Growth

Motilal Oswal BSE Low Volatility Index Fund Regular - Growth: Mutual Fund Overview

Motilal Oswal BSE Low Volatility Index Fund Regular - Growth is an Large & MidCap mutual fund with over 3.97 years of performance history. The scheme manages an AUM of ₹108.77 Cr and has a NAV of ₹15.7352. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.35%.

Equity, Large & MidCap, Principal at very high risk

1 Year Return 6.35% at 12 Mar 2026 08:11 PM

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Fund Details

NAV 15.7352

Sub-Type Large & MidCap

Rating 3

Min. SIP Amount ₹500.0

Fund Age(Year) 3.97

Fund Size(in Crores) 108.77

Fund Performance

1 Month -6.25%

3 Month -5.52%

6 Month -4.82%

1 Year 6.35%

3 Year 13.31%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

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

Equity (99.67%) Market Cap Small Cap 2.32 Large Cap 66.08 Mid Cap 31.26 Top Sectors Financial 41.18 Energy 38.39 Metals & Mining 14.73 Automobile 3.62 Insurance 1.74 Top Holding The Federal Bank 2.82 Indian Bank 1.67 Punjab National Bank 2.79 Life Insurance 0.99 Canara Bank 3.75 ONGC 8.11 General Insurance Corporation of India 0.56 Tata Motors Passenger Vehicles 3.62 Bank of India 1.57 IDFC First Bank 1.59 UCO Bank 0.14 Petronet LNG 2.4 Bank of Maharashtra 0.54 Bharat Petroleum Corporation 8.14 LIC Housing Fin. 1.01 Central Bank of India 0.25 GAIL (India) 5.34 Steel Authority Of India 3.18 Bank of Baroda 4.01 Union Bank of India 2.59 Bandhan Bank 0.73 Hindustan Petroleum Corporation 5.48 New India Assurance 0.19 REC 2.14 Power Fin. Corp. 3.26 Indian Oil Corporation 8.92 Indusind Bank 2.44 National Aluminium Company 3.19 Hindalco Industries 8.36 State Bank of India 9.86

Debt & Others (0.33%) Sector Allocation Net Payables -1.01 Reverse Repo/CBLO 1.34 Debt Credit Ratings Debt Category Others 0.33

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.04%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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.

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) 44

Date of Incorporation 2022-03-23

Total AUM 135166.52

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.

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