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

₹16.3494

As of

17 Jul 2026

1,058 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	+0.44%	+0.08%	+0.35	85 / 296	Q2
1W	-0.32%	-0.25%	-0.06	200 / 296	Q3
2W	-0.89%	+0.03%	-0.92	273 / 296	Q4
1M	+1.16%	+0.66%	+0.49	107 / 296	Q2
3M	+1.50%	+1.92%	-0.42	180 / 296	Q3
6M	-4.48%	+0.72%	-5.21	231 / 289	Q4
YTD	-5.17%	-0.18%	-4.99	232 / 287	Q4
1Y	-3.26%	+1.67%	-4.93	234 / 276	Q4
2Y	-2.34%	+2.29%	-4.62	160 / 196	Q4
3Y	+9.70%	+9.65%	+0.05	45 / 152	Q2
4Y	+12.05%	+12.31%	-0.27	30 / 81	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.13%	+7.39%	+4.74	57 / 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	-5.17%	-0.15%	-5.02	228 / 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

+15.31%

41 windows

min -5.7% · max 44.5%

83% positive

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

3-Year rolling

+15.23%

17 windows

min 9.7% · max 19.1%

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

11.48%

3-year · annualised

Sharpe ratio

0.30

vs risk-free 6.5%

Sortino ratio

0.48

Downside-only deviation

Max drawdown

-18.20%

Sep 2024 → Mar 2025

% positive months

61.1%

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	₹10.1305	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - IDCW Option	Nippon India	₹9.8508	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund-Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹10.1908	17 Jul 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹16.4272	17 Jul 2026
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - IDCW	Bandhan	₹14.1114	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.6288	17 Jul 2026
Motilal Oswal BSE Quality Index Fund-Direct plan	Motilal Oswal	₹17.6272	17 Jul 2026
Kotak Nifty 100 Equal Weight index Fund - Direct Plan - IDCW Option	Kotak	₹11.0590	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW	Edelweiss	₹14.3358	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW	DSP	₹22.4764	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹16.3494
16 Jul 2026	₹16.2784
15 Jul 2026	₹16.3112
14 Jul 2026	₹16.2500
13 Jul 2026	₹16.3338
10 Jul 2026	₹16.4011
9 Jul 2026	₹16.3056
8 Jul 2026	₹16.2183
7 Jul 2026	₹16.5670
6 Jul 2026	₹16.5695

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 17 Jul 2026, the NAV of Motilal Oswal BSE Low Volatility Index Fund-Direct plan is ₹16.3494. 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 3 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 -3.26% — -4.93 pp behind the Index Fund category average of 1.67%. The fund ranks #234 of 276 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 9.70% — +0.05 pp ahead of the Index Fund category average of 9.65%. The fund ranks #45 of 152 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 ₹132,007 today — a multiplier of 1.32×, based on the 3-year CAGR of 9.70%. The category average over the same window would have grown ₹1 lakh to ₹131,816.

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 ₹376,408 today. That's an XIRR (money-weighted annualised return) of 2.92%.

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 ₹376,408 — XIRR 2.92%.

On a 3-year basis, Motilal Oswal BSE Low Volatility Index Fund-Direct plan ranks #45 out of 152 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 9.65%; this fund delivered 9.70%.

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 15.23% (best 19.12%, worst 9.70%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.30 — 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.