Should I invest in Motilal Oswal BSE Low Volatility Index Fund?

We don't give personal investment advice. Motilal Oswal BSE Low Volatility Index Fund-Direct plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Motilal Oswal

Motilal Oswal BSE Low Volatility Index Fund-Direct plan

Latest NAV

₹15.7841

As of

3 Jun 2026

1,027 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.18%	+0.14%	+0.04	134 / 296	Q2
1W	-2.37%	-1.13%	-1.24	247 / 296	Q4
2W	-1.45%	+0.01%	-1.46	279 / 296	Q4
1M	-2.29%	-0.63%	-1.66	243 / 296	Q4
3M	-5.39%	-0.19%	-5.19	240 / 291	Q4
6M	-8.01%	-2.63%	-5.38	219 / 285	Q4
YTD	-8.10%	-2.85%	-5.26	214 / 287	Q3
1Y	-3.60%	+0.85%	-4.45	202 / 269	Q4
2Y	+0.06%	+3.09%	-3.03	139 / 188	Q3
3Y	+10.69%	+10.07%	+0.62	46 / 149	Q2
4Y	+11.73%	+11.38%	+0.35	23 / 74	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.66%	+6.44%	+5.22	60 / 294	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.10%	-2.86%	-5.24	210 / 282
2025	+7.80%	+5.41%	+2.39	109 / 226
2024	+10.45%	+13.06%	-2.60	59 / 159
2023	+29.47%	+21.46%	+8.02	31 / 121
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.99%

39 windows

min -4.1% · max 46.3%

82% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.01%

15 windows

min 10.7% · max 18.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.37%

3-year · annualised

Sharpe ratio

0.34

vs risk-free 6.5%

Sortino ratio

0.51

Downside-only deviation

Max drawdown

-18.20%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty Top 20 Equal Weight Index Fund - Direct	HDFC	₹9.5781	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - IDCW Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund-Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹9.7711	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹16.3204	3 Jun 2026
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - IDCW	Bandhan	₹13.6911	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.2370	3 Jun 2026
Motilal Oswal BSE Quality Index Fund-Direct plan	Motilal Oswal	₹17.4648	3 Jun 2026
Kotak Nifty 100 Equal Weight index Fund - Direct Plan - IDCW Option	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW	Edelweiss	₹14.1463	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW	DSP	₹21.9187	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.7841
2 Jun 2026	₹15.8430
1 Jun 2026	₹15.8145
29 May 2026	₹16.0150
27 May 2026	₹16.2336
26 May 2026	₹16.2270
25 May 2026	₹16.2601
22 May 2026	₹16.1184
21 May 2026	₹16.0988
20 May 2026	₹16.0640

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal BSE Low Volatility Index Fund-Direct plan is ₹15.7841. It's a Index Fund from Motilal Oswal, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal BSE Low Volatility Index Fund-Direct plan has NAV history starting from 30 Mar 2022, a track record of about 4 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Motilal Oswal BSE Low Volatility Index Fund-Direct plan is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal BSE Low Volatility Index Fund-Direct plan has delivered a absolute return of -3.60% — -4.45 pp behind the Index Fund category average of 0.85%. The fund ranks #202 of 269 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Motilal Oswal BSE Low Volatility Index Fund-Direct plan has delivered a CAGR of 10.69% — +0.62 pp ahead of the Index Fund category average of 10.07%. The fund ranks #46 of 149 in its category — the second (Q2) quartile.

Motilal Oswal BSE Low Volatility Index Fund-Direct plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Motilal Oswal BSE Low Volatility Index Fund-Direct plan exactly 3 years ago would be worth approximately ₹135,625 today — a multiplier of 1.36×, based on the 3-year CAGR of 10.69%. The category average over the same window would have grown ₹1 lakh to ₹133,348.

A ₹10,000 monthly SIP in Motilal Oswal BSE Low Volatility Index Fund-Direct plan over the last 3 years — total invested ₹360,000 — would be worth ₹371,456 today. That's an XIRR (money-weighted annualised return) of 2.04%.

Motilal Oswal BSE Low Volatility Index Fund-Direct plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹371,456 — XIRR 2.04%.

On a 3-year basis, Motilal Oswal BSE Low Volatility Index Fund-Direct plan ranks #46 out of 149 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.07%; this fund delivered 10.69%.

The worst peak-to-trough decline Motilal Oswal BSE Low Volatility Index Fund-Direct plan has experienced over the last 3-year window is 18.20% — its NAV fell from a high on 27 Sep 2024 to a low on 04 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Motilal Oswal BSE Low Volatility Index Fund-Direct plan averaged 15.01% (best 18.46%, worst 10.69%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2025, Motilal Oswal BSE Low Volatility Index Fund-Direct plan returned 7.80% — beating the Index Fund category average of 5.41% by 2.39 pp. It ranked #109 of 226 in its category that year.

Motilal Oswal BSE Low Volatility Index Fund-Direct plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal BSE Low Volatility Index Fund-Direct plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.