← Back to the fund page Use your browser's print dialog and choose “Save as PDF”. A4.
MF Analyser

Motilal Oswal BSE Low Volatility Index Fund

· · Index Funds · Scheme code 149919

NAV₹15.4828as on 25 Sep 2026
Fund houseMotilal Oswal Mutual Fund
CategoryIndex Funds
Plan & optionRegular ·
History4.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -5.35-4.20-3.06 -8.706.14— ——10.30
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 4.797.206.50 —10.82—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 11.0% -0.03 -0.05 0.88 2.04% -18.2% 87.92
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 53 months this scheme and its benchmark share.

Growth of ₹100 since launch

8912215418620242026MF Analyser

Drawdown from peak (%)

0%-7%-13%-20%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
170 -7.0% 11.4% 45.2% 22%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

How it behaves against its benchmark

Up captureDown captureCorrelation Tracking errorInformation ratioTreynor
92% 77% 0.94 5.0% 0.34 5.34

Up capture is how much of the benchmark's gain this scheme kept in the months the benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it on the up side is the combination every fund is trying for and few reach. Measured over the 53 months this scheme and Nifty 100 share.

MF Analyser

Motilal Oswal BSE Low Volatility Index Fund

·

Allocation

By asset

Equity98.04%
Cash & Equivalents1.96%

By market cap

Large Cap241.33%
Mid Cap46.28%
Small Cap9.31%

Concentration

Number of stocks30
Top 5 stocks20.39%
Top 10 stocks38.30%
Top 20 stocks70.59%
Lines in the filing31
Largest holding4.62%
Largest sectorCement & Cement Products 13.67%
Effective stocks30.5
Sectors held19
Cash1.96%

Effective stocks is what the concentration works out to: a fund holding 30 names but most of its money in a few behaves like a fund of 31. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

Cement & Cement Products — 13.7%Banks — 10.9%Pharmaceuticals & Biotechnology — 9.4%Consumer Durables — 7.3%Food Products — 6.8%Diversified FMCG — 6.0%Insurance — 5.8%Chemicals & Petrochemicals — 4.6%Healthcare Services — 3.7%Other — 31.7%Cement & Cement Products13.7%Banks10.9%Pharmaceuticals & Biotech…9.4%Consumer Durables7.3%Food Products6.8%Diversified FMCG6.0%Insurance5.8%Chemicals & Petrochemicals4.6%Healthcare Services3.7%Other31.7%
Cement & Cement Products13.67%
Banks10.94%
Pharmaceuticals & Biotechnology9.44%
Consumer Durables7.32%
Food Products6.76%
Diversified FMCG5.98%
Insurance5.84%
Chemicals & Petrochemicals4.62%
Healthcare Services3.70%
Agricultural Food & other Products3.68%
Construction3.33%
Telecom - Services3.27%
Automobiles3.12%
Petroleum Products2.93%
IT - Software2.88%
Power2.78%
Consumable Fuels2.72%
Personal Products2.56%
Beverages2.50%
Cash & Equivalents1.96%
MF Analyser

Motilal Oswal BSE Low Volatility Index Fund

· · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 Pidilite Industries Limited Chemicals & Petrochemicals 18,809 3 4.62%
2 ICICI Bank Limited Banks 19,484 3 4.23%
3 Nestle India Limited Food Products 17,816 3 3.93%
4 Titan Company Limited Consumer Durables 5,037 3 3.85%
5 Grasim Industries Limited Cement & Cement Products 7,575 3 3.76%
6 Apollo Hospitals Enterprise Limited Healthcare Services 2,794 2 3.70%
7 Marico Limited Agricultural Food & other Products 29,657 2 3.68%
8 HDFC Bank Limited Banks 33,859 2 3.59%
9 UltraTech Cement Limited Cement & Cement Products 2,020 2 3.47%
10 Asian Paints Limited Consumer Durables 9,004 2 3.47%
11 Shree Cement Limited Cement & Cement Products 969 2 3.43%
12 Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology 11,729 2 3.43%
13 Cipla Limited Pharmaceuticals & Biotechnology 15,767 2 3.34%
14 Larsen & Toubro Limited Construction 5,527 2 3.33%
15 Bharti Airtel Limited Telecom - Services 11,947 2 3.27%
16 Hindustan Unilever Limited Diversified FMCG 10,661 2 3.18%
17 Maruti Suzuki India Limited Automobiles 1,550 2 3.12%
18 State Bank of India Banks 19,699 2 3.12%
19 SBI Life Insurance Company Limited Insurance 11,741 2 3.06%
20 ACC Limited Cement & Cement Products 15,769 2 3.01%
21 Reliance Industries Limited Petroleum Products 15,264 2 2.93%
22 Tata Consultancy Services Limited IT - Software 8,159 2 2.88%
23 Britannia Industries Limited Food Products 3,603 2 2.83%
24 ITC Limited Diversified FMCG 73,017 2 2.80%
25 NTPC Limited Power 56,758 2 2.78%
26 HDFC Life Insurance Company Limited Insurance 34,192 2 2.78%
27 Coal India Limited Consumable Fuels 45,230 2 2.72%
28 Dr Reddys Laboratories Limited Pharmaceuticals & Biotechnology 15,300 2 2.67%
29 Dabur India Limited Personal Products 44,592 2 2.56%
30 United Breweries Limited Beverages 12,758 2 2.50%
MF Analyser

Motilal Oswal BSE Low Volatility Index Fund

· · where the money sits

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 28 Sep 2026.