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-Regular 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-Regular plan

Latest NAV

₹15.8935

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	+0.43%	-0.01%	+0.45	56 / 246	Q1
1W	-0.33%	-0.36%	+0.03	161 / 246	Q3
2W	-0.92%	-0.04%	-0.88	227 / 246	Q4
1M	+1.10%	+0.57%	+0.53	84 / 246	Q2
3M	+1.32%	+1.95%	-0.62	175 / 246	Q3
6M	-4.82%	+0.95%	-5.77	206 / 239	Q4
YTD	-5.53%	+0.07%	-5.60	206 / 238	Q4
1Y	-3.99%	+1.45%	-5.44	199 / 227	Q4
2Y	-3.02%	+2.12%	-5.14	126 / 157	Q4
3Y	+8.96%	+9.02%	-0.07	35 / 116	Q2
4Y	+11.31%	+11.68%	-0.37	22 / 50	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.40%	+6.50%	+4.89	48 / 246	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	-5.53%	+0.11%	-5.64	205 / 236
2025	+7.03%	+4.47%	+2.56	98 / 185
2024	+9.77%	+12.46%	-2.69	51 / 122
2023	+28.66%	+19.34%	+9.32	22 / 86
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

+14.57%

41 windows

min -6.4% · max 43.6%

83% positive

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

3-Year rolling

+14.49%

17 windows

min 9.0% · max 18.4%

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

11.47%

3-year · annualised

Sharpe ratio

0.24

vs risk-free 6.5%

Sortino ratio

0.38

Downside-only deviation

Max drawdown

-18.43%

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 NIFTY100 Low Volatility 30 Index Fund - Regular Plan	HDFC	₹10.3212	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - IDCW Option	Nippon India	₹9.7505	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹10.1523	17 Jul 2026
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - IDCW	Bandhan	₹13.8666	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal BSE Quality Index Fund-Regular plan	Motilal Oswal	₹17.1618	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - IDCW Option	Kotak	₹10.9730	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW	Edelweiss	₹14.1055	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW	DSP	₹21.5799	17 Jul 2026
Navi Nifty Smallcap 250 Momentum quality index fund- Regular Plan	Navi	₹11.7638	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.8935
16 Jul 2026	₹15.8248
15 Jul 2026	₹15.8570
14 Jul 2026	₹15.7978
13 Jul 2026	₹15.8795
10 Jul 2026	₹15.9459
9 Jul 2026	₹15.8534
8 Jul 2026	₹15.7688
7 Jul 2026	₹16.1081
6 Jul 2026	₹16.1109

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-Regular plan is ₹15.8935. It's a Index Fund from Motilal Oswal, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal BSE Low Volatility Index Fund-Regular 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-Regular 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-Regular plan has delivered a absolute return of -3.99% — -5.44 pp behind the Index Fund category average of 1.45%. The fund ranks #199 of 227 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Motilal Oswal BSE Low Volatility Index Fund-Regular plan has delivered a CAGR of 8.96% — -0.07 pp behind the Index Fund category average of 9.02%. The fund ranks #35 of 116 in its category — the second (Q2) quartile.

Motilal Oswal BSE Low Volatility Index Fund-Regular 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-Regular plan exactly 3 years ago would be worth approximately ₹129,350 today — a multiplier of 1.29×, based on the 3-year CAGR of 8.96%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

A ₹10,000 monthly SIP in Motilal Oswal BSE Low Volatility Index Fund-Regular plan over the last 3 years — total invested ₹360,000 — would be worth ₹372,222 today. That's an XIRR (money-weighted annualised return) of 2.18%.

Motilal Oswal BSE Low Volatility Index Fund-Regular plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹372,222 — XIRR 2.18%.

On a 3-year basis, Motilal Oswal BSE Low Volatility Index Fund-Regular plan ranks #35 out of 116 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 9.02%; this fund delivered 8.96%.

The worst peak-to-trough decline Motilal Oswal BSE Low Volatility Index Fund-Regular plan has experienced over the last 3-year window is 18.43% — 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-Regular plan averaged 14.49% (best 18.38%, worst 8.96%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Motilal Oswal BSE Low Volatility Index Fund-Regular plan returned 7.03% — beating the Index Fund category average of 4.47% by 2.56 pp. It ranked #98 of 185 in its category that year.

Motilal Oswal BSE Low Volatility Index Fund-Regular 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-Regular 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.