← Motilal Oswal Mutual Fund
Motilal Oswal BSE Low Volatility Index Fund-Direct plan
Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs BSE Low Volatility Total Return IndexISIN INF247L01AY5
NAV · 06-Jul-2026
₹16.5695
1M
+4.51%
6M
-4.89%
1Y (CAGR)
-2.69%
3Y (CAGR)
+10.76%
5Y (CAGR)
—
Since inception (CAGR)
+12.49%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
11.29%
Downside dev (3y)
7.88%
Max drawdown (3y)
-18.2%
Sharpe (3y)
0.38
SIP XIRR (3y)
+3.40%
Calendar-year returns
2023 +29.7%2024 +10.6%2025 +8.2%
Fund facts
Fund managerSwapnil Mayekar · Rakesh Shetty · Dishant Mehta
AUM₹874 Cr
Expense ratio0.36% · 2026-05-31
TER · AMFI officialDirect 0.36% · Regular 1.06% (2026-06-30)
Launch date04-Mar-2022
Plan typeOpen Ended · Others
Min lumpsum₹500
Min SIP₹500
Lock-inNone
Volatility11.19
AMCMotilal Oswal Asset Management Company Limited
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 &P BSE Low Volatility Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
scheme documents ↗