Motilal Oswal BSE Low Volatility Index Fund
Direct · Growth ₹16.25
18 Aug 2026
NAV
14.8%
3Y CAGR
14.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.99
Sharpe
-18.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.30%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.53 L | 14.1% | -19.3% | 58.3% |
| 3 Years | ₹36.00 L | ₹42.53 L | 9.8% | -0.3% | 16.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 14.1% | 14.4% | 9.4% | -0.3% |
| 3 Years | 9.8% | 11.1% | 12.3% | -1.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.0% | 11.2% | -9.3% | 46.1% | 0.55 | 1.84 | 80% | — | — |
| 3 Years | 14.8% | 15.3% | 8.9% | 20.2% | 2.99 | — | 100% | — | — |
-18.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.83
1Y
0.81
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.23 | 0.83 | 81.0% | 80.1% | -2.6% | -2.9% |
| 3 Years | +1.46 | 0.77 | 81.5% | 78.0% | 8.9% | 7.8% |
| 5 Years | +3.46 | 0.73 | 78.1% | 70.5% | 10.1% | 6.7% |
| 7 Years | +1.91 | 0.73 | 78.1% | 70.5% | 7.1% | 4.7% |
| 10 Years | +0.77 | 0.73 | 78.1% | 70.5% | 4.9% | 3.3% |
| 12 Years | +0.34 | 0.73 | 78.1% | 70.5% | 4.1% | 2.7% |
| 15 Years | -0.09 | 0.73 | 78.1% | 70.5% | 3.3% | 2.2% |
30
Total Holdings
36.2%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 4.01% |
| 2 | Pidilite Industries Ltd | 3.91% |
| 3 | ICICI Bank Ltd | 3.80% |
| 4 | Shree Cement Ltd | 3.61% |
| 5 | Hindustan Unilever Ltd | 3.55% |
| 6 | Marico Ltd | 3.53% |
| 7 | Ultratech Cement Ltd | 3.51% |
| 8 | Bharti Airtel Ltd | 3.45% |
| 9 | NTPC Ltd | 3.41% |
| 10 | ITC Ltd | 3.40% |