Motilal Oswal BSE Low Volatility Index Fund
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.
Growthvine rating: 2/5 — ranked #124 of 245 in category.
Fund basics
| Category | Equity: Index |
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| NAV | ₹14.57 (as of 2026-10-01) |
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| AUM | ₹72 Cr |
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| Expense ratio | 0.90% |
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| Riskometer | Very High |
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| Fund manager | Swapnil P Mayekar |
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| Exit load | 1% for redemption within 15 days |
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Performance & risk
| Sharpe ratio | 0.21 |
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| Standard deviation | 13.90% |
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| Max drawdown | −18.43% |
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| Alpha | -2.98 |
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| Beta | 0.86 |
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Market cap allocation
| Large cap | 81.8% |
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| Mid cap | 15.1% |
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| Small cap | 3.1% |
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Concentration
| Top 5 holdings | 20.4% |
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| Top 10 holdings | 38.3% |
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| Total holdings | 30 |
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Top holdings
- Pidilite Industries Ltd. — 4.6%
- ICICI Bank Ltd. — 4.2%
- Nestle India Ltd. — 3.9%
- Titan Company Limited — 3.8%
- Grasim Industries Ltd — 3.8%
- Apollo Hospitals Enterprises Ltd. — 3.7%
- Marico Limited — 3.7%
- HDFC Bank Ltd. — 3.6%
- Asian Paints Ltd. — 3.5%
- UltraTech Cement Ltd — 3.5%
Top sectors
- Construction — 17.0%
- Banking & Financial — 10.9%
- Pharma & Biotech — 9.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −13.6% | — | — |
| 2025 | 7.4% | — | — |
| 2024 | 9.9% | — | — |
| 2023 | 28.9% | — | — |