Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal BSE Low Volatility Index Fund-Direct plan
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 57/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)8.71%
- Expense ratio (20%)0.5%
- AUM (15%)₹72 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Large & MidCap
₹16.07
AUM: ₹71 Cr
NAV updated 27 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.5%
Exit Load
Exit load of 1% if redeemed within 15 days.
Fund Manager
Abhiroop Mukherjee
Inception
Mar 2022
Benchmark
BSE Low Volatility Total Return Index
Sharpe Ratio
-0.74
Std Dev (1Y)
11.96%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.7%
3m
+0.31%
6m
-5.07%
1y
-3.0%
3y
+8.71%
5y
—
10y
—
since inception
+11.34%
TopFund's Take on Motilal Oswal BSE Low Volatility Index Fund-Direct plan
Motilal Oswal BSE Low Volatility Index Fund-Direct plan sits in the middle of the pack for Large & MidCap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.
Cost: At 0.5%, the expense ratio is meaningfully cheaper — about 43% below the Large & MidCap category average of 0.88% (based on 287 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.74 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 11.96% is on the lower side for a Large & MidCap fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal BSE Low Volatility Index Fund-Direct plan
The current NAV (Net Asset Value) of Motilal Oswal BSE Low Volatility Index Fund-Direct plan is ₹16.07. NAV is updated every business day after market close by AMFI.
1Y: -3.0% · 3Y CAGR: 8.71%
The expense ratio of Motilal Oswal BSE Low Volatility Index Fund-Direct plan is 0.5% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal BSE Low Volatility Index Fund-Direct plan is managed by Abhiroop Mukherjee at Motilal Oswal Mutual Fund.
Motilal Oswal BSE Low Volatility Index Fund-Direct plan is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Motilal Oswal BSE Low Volatility Index Fund-Direct plan is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Motilal Oswal BSE Low Volatility Index Fund-Direct plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal BSE Low Volatility Index Fund-Direct plan is ₹72 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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