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InvestVerdict

Motilal Oswal BSE Low Volatility Index Fund

· · Index Funds · Scheme code 149920

NAV₹15.6580as on 28 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategoryIndex Funds
Plan & optionRegular ·
History4.4 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -2.600.48-5.09 -3.247.93— ——10.72
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

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% 0.13 0.19 0.88 1.40% -18.4% 88.08
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

8912115318420242026InvestVerdict

Drawdown from peak (%)

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

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
168 -8.4% 10.3% 44.3% 23%

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.

InvestVerdict

Motilal Oswal BSE Low Volatility Index Fund

·

Allocation

By asset

Equity99.40%
Cash & Equivalents0.60%

By market cap

Large Cap80.38%
Mid Cap15.88%
Small Cap3.14%

Concentration

Number of stocks30
Top 5 stocks20.12%
Top 10 stocks38.35%
Top 20 stocks71.36%
Largest holding4.47%
Largest sectorCement & Cement Products 13.89%
Effective stocks29.7
Cash0.52%
InvestVerdict

Motilal Oswal BSE Low Volatility Index Fund

· · holdings

Top 18 holdings

#CompanySector% of fund
1— Chemicals & Petrochemicals4.49%
2— Banks4.05%
3— Banks4.02%
4— Food Products3.76%
5— Agricultural Food & other Products3.72%
6— Cement & Cement Products3.67%
7— Healthcare Services3.64%
8— Consumer Durables3.56%
9— Cement & Cement Products3.52%
10— Pharmaceuticals & Biotechnology3.46%
11— Construction3.43%
12— Cement & Cement Products3.41%
13— Diversified FMCG3.38%
14— Consumer Durables3.33%
15— Telecom - Services3.31%
16— Automobiles3.28%
17— Pharmaceuticals & Biotechnology3.27%
18— Diversified FMCG3.14%

Sector split

Cement & Cement Products — 13.7%Banks — 11.1%Pharmaceuticals & Biotechnology — 9.8%Consumer Durables — 6.9%Food Products — 6.5%Diversified FMCG — 6.5%Insurance — 6.1%Chemicals & Petrochemicals — 4.5%Agricultural Food & other Products — 3.7%Other — 31.1%Cement & Cement Products13.7%Banks11.1%Pharmaceuticals & Biotech…9.8%Consumer Durables6.9%Food Products6.5%Diversified FMCG6.5%Insurance6.1%Chemicals & Petrochemicals4.5%Agricultural Food & other…3.7%Other31.1%
Cement & Cement Products13.74%
Banks11.10%
Pharmaceuticals & Biotechnology9.84%
Consumer Durables6.89%
Food Products6.54%
Diversified FMCG6.52%
Insurance6.06%
Chemicals & Petrochemicals4.49%
Agricultural Food & other Products3.72%
Healthcare Services3.64%

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 31 Aug 2026.