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motilal oswal s&p bse low volatility index fund direct growth
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

  • Very High Risk
  • Equity
  • Index Funds
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NAV as on Jul 9, 2025
i
Price per unit of the scheme.
17.09750.18%1 Day Change
2.78%
Minimum Investment₹500
Expense Ratio0.42%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth
VS
Equity: Index Funds Average NAV
    Topper in Equity: Index Funds
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Swapnil Mayekar
    Swapnil Mayekar
    i
    Lead Fund Manager.
    Mar 23, 2022 - Present
    • Fund Manager Rank--Out of 0
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed16
    • Total AUM17,062.04 Cr
    • Highest Return In 1 Yr25.31 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.73
    -0.35%
    -%
    Very High Risk
    915.88Cr
    --
    ₹ 17.38
    0.95%
    -%
    Very High Risk
    51.78Cr
    --
    ₹ 25.62
    0.82%
    -%
    Very High Risk
    832.42Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.73
    • Fund Size915.88Cr
    Fund Return-0.35%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.38
    • Fund Size51.78Cr
    Fund Return0.95%
    Category Return--
    Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 25.62
    • Fund Size832.42Cr
    Fund Return0.82%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rakesh Shetty
    Rakesh Shetty
    i
    Lead Fund Manager.
    Nov 22, 2022 - Present
    • Schemes managed33
    • Total AUM90,555.32 Cr
    • Highest Return In 1 Yr29.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.73
    -0.35%
    -%
    Very High Risk
    915.88Cr
    --
    ₹ 17.38
    0.95%
    -%
    Very High Risk
    51.78Cr
    ₹ 37.27
    0.65%
    0.89%
    Very High Risk
    10,840.40Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.73
    • Fund Size915.88Cr
    Fund Return-0.35%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.38
    • Fund Size51.78Cr
    Fund Return0.95%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.27
    • Fund Size10,840.40Cr
    Fund Return0.65%
    Category Return0.89%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dishant Mehta
    Dishant Mehta
    i
    Lead Fund Manager.
    Oct 15, 2024 - Present
    • Schemes managed13
    • Total AUM16,608.57 Cr
    • Highest Return In 1 Yr13.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.73
    -0.35%
    -%
    Very High Risk
    915.88Cr
    --
    ₹ 17.10
    2.78%
    -%
    Very High Risk
    112.50Cr
    --
    ₹ 21.16
    0.95%
    -%
    Very High Risk
    642.44Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.73
    • Fund Size915.88Cr
    Fund Return-0.35%
    Category Return--
    Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.10
    • Fund Size112.50Cr
    Fund Return2.78%
    Category Return--
    Motilal Oswal Nifty Bank Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.16
    • Fund Size642.44Cr
    Fund Return0.95%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (99.84%)
    DEBT (-%)
    CASH (0.16%)
    Allocation by Market Cap
    Large Cap(73.60%)
    Mid Cap(23.42%)
    Small Cap(2.82%)
    Industry Holdings
    • Drug Manufacturers Specialty Generic10.33%
    • Information Technology Services8.98%
    • Packaged Foods7.68%
    • Banks Regional7.45%
    • Insurance Life7.08%
    • Specialty Chemicals6.49%
    Stock Holdings
    • MRF Ltd4.30%
    • Nestle India Ltd3.85%
    • Britannia Industries Ltd3.82%
    • ICICI Bank Ltd3.74%
    • HDFC Bank Ltd3.70%
    • Dr Reddy's Laboratories Ltd3.67%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.98
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.65
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.05
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Motilal Oswal Asset Management Company Limited - Portfolio Managers
    Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,15,497.69 crores. It’s current offering of mutual fund schemes includes 40 equity, 3 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    1,15,497.69 Cr (
    As on May 31, 2025
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The category of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is Equity - Index Funds
    What is the current NAV of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The current NAV of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth as on Jul 09, 2025 is ₹17.10
    How safe is Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The risk level of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is Very High.
    What are short term returns given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The return given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth in 1 month is 2.78%, 3 months is 12.33%, 6 months is 6.26%, and 1 year is 0.65%
    What are the long term returns given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The return given by Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth in 3 years is 18.49% and 5 years is --.
    What is the expense ratio of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The expense ratio of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is 0.42%
    What is the AUM of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The assets under Management (AUM) of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is Rs 112.50 crores.
    What is the minimum investment in Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth ?
    The minimum Lumpsum investment in Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth is ₹1,500.00
    What is the asset allocation of Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth?
    Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth has an exposure of 99.84% in Equity and 0.16% in Cash & Money Market Securities