Motilal Oswal BSE Low Volatility Index Fund
Direct · Growth ₹14.99
30 Oct 2026
NAV
13.8%
3Y CAGR
13.8%
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.
1.94
Sharpe
-18.6%
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 | ₹12.49 L | 12.7% | -19.3% | 58.3% |
| 3 Years | ₹36.00 L | ₹42.23 L | 8.4% | -5.8% | 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 | 12.7% | 14.3% | 5.6% | -1.6% |
| 3 Years | 8.4% | 11.0% | 11.9% | -2.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.7% | 9.6% | -14.1% | 46.1% | 0.45 | 1.26 | 75% | — | — |
| 3 Years | 13.8% | 15.0% | 5.0% | 20.2% | 1.94 | 33.22 | 100% | — | — |
-18.6%
Max Drawdown
25 mo
Drawdown Duration
Not recovered
Recovery Time
-5.5%
Avg Drawdown
Calmar Ratio by Duration
0.74
1Y
0.74
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -4.70 | 0.81 | 75.9% | 80.9% | -13.1% | -12.0% |
| 3 Years | -0.16 | 0.76 | 80.5% | 79.2% | 6.1% | 6.2% |
| 5 Years | +2.42 | 0.73 | 77.4% | 71.5% | 8.3% | 5.6% |
| 7 Years | +1.18 | 0.73 | 77.4% | 71.5% | 5.8% | 4.0% |
| 10 Years | +0.28 | 0.73 | 77.4% | 71.5% | 4.0% | 2.8% |
| 12 Years | -0.07 | 0.73 | 77.4% | 71.5% | 3.4% | 2.3% |
| 15 Years | -0.41 | 0.73 | 77.4% | 71.5% | 2.7% | 1.8% |
30
Total Holdings
36.2%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 4.01% |
| 2 | Pidilite Industries Limited | 3.91% |
| 3 | ICICI Bank Limited | 3.80% |
| 4 | Shree Cement Limited | 3.61% |
| 5 | Hindustan Unilever Limited | 3.55% |
| 6 | Marico Limited | 3.53% |
| 7 | UltraTech Cement Limited | 3.51% |
| 8 | Bharti Airtel Limited | 3.45% |
| 9 | NTPC Limited | 3.41% |
| 10 | ITC Limited | 3.40% |