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Motilal Oswal BSE Low Volatility Index Fund Regular-Growth

Motilal Oswal BSE Low Volatility Index Fund Regular-Growth

Large CapEquity: Thematic-Factor-basedVery High Risk
PaisaSmartPaisaSmart rating★★★★★★★★★★3

The fund is rated 3 stars. Considered together, the fund's movement relative to its index and annual fee of 1.18% place it around the middle of similar funds.

Why this rating

This index fund/ETF has a beta of 0.86%, and an expense ratio of 1.18%, giving it a 3.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.

Our score weighs long-term performance, risk and consistency — not just past returns.

Returns

As of 7 Oct 2026

1W
-0.29%
1M
-4.74%
3M
-9.19%
6M
-2.29%
9M
-14.11%
1Y
-10.16%
2Y
-7.12%
3Y
+5.17%
4Y
+8.53%
Since launch
+8.73%

Risk ratios

As of 30 Sep 2026

Standard deviation
14.42
Sharpe ratio
0.03
Sortino ratio
0.04
Beta
0.87
Alpha
-3.37
R-squared
0.89
Treynor ratio
0.54
Information ratio
-0.77
Mean
6.09

Portfolio

As of 31 Aug 2026

Market-cap split

Large cap81.79%Mid cap15.14%Small cap3.07%
P/E
22.43
P/B
3.25
Style
Growth

Sector allocation

Consumer Staples21.48%
Materials19.86%
Healthcare13.14%
Financial10.94%
Insurance5.84%
Energy5.71%
Chemicals4.62%
Consumer Discretionary3.85%

Holdings (31)

Holding% of fundValueShares
Pidilite Industries Ltd.4.62%₹3.09 Cr18,809
ICICI Bank Ltd.4.23%₹2.83 Cr19,484
Nestle India Ltd.3.93%₹2.63 Cr17,816
Titan Company Ltd.3.85%₹2.58 Cr5,037
Grasim Industries Ltd.3.76%₹2.51 Cr7,575
Apollo Hospitals Enterprise Ltd.3.70%₹2.48 Cr2,794
Marico Ltd.3.68%₹2.46 Cr29,657
HDFC Bank Ltd.3.59%₹2.4 Cr33,859
Asian Paints Ltd.3.47%₹2.32 Cr9,004
Ultratech Cement Ltd.3.47%₹2.32 Cr2,020

Fund details

In brief

Return that corresponds to the total returns of the S&P BSE Low Volatility Total Return Index subject to tracking error. Long term capital growth.

Investment 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 S&P BSE Low Volatility Total Return Index, subject to tracking error.

Exit load

Exit load of 1% if redeemed within 15 days.

Fund type
Open-ended
Min lumpsum
₹500
Min withdrawal
₹1
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00
Frequently Asked Questions