Motilal Oswal BSE Low Volatility Index Fund-Direct plan
Motilal Oswal Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: BSE Low Volatility
AUM (all plans)
90 cr
TER direct / regular
0.46% / 1.15%
Tracks (from name)
BSE Low Volatility
CAGR (full)
11.5%
Sharpe (full)
0.43
Sharpe (bull ≤Sep-24)
2.92
Sharpe (sideways Oct-24→)
-0.73
Max drawdown
-17.0%
Months of data
53
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
8.4%
6.0%
0.21
12
FY24
42.5%
17.4%
3.03
12
FY25
0.3%
-9.3%
-0.31
12
FY26
-3.1%
1.0%
-0.60
12
FY27*
7.6%
-3.8%
1.02
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+1.7
+0.9
-5.0
+8.7
+2.7
-3.0
+2.7
+5.7
-3.1
+11.0
2023
-1.4
-2.2
+1.4
+3.7
+3.0
+4.2
+4.8
-1.5
+1.8
-1.5
+7.5
+7.3
+29.7
2024
+3.7
+2.9
+0.6
+1.3
-0.9
+6.7
+4.4
+0.3
+3.4
-8.2
-2.5
-0.6
+10.6
2025
-0.6
-6.1
+4.4
+4.1
+1.5
+3.1
-2.1
-0.2
-0.9
+3.3
+1.7
+0.2
+8.2
2026
-3.0
+0.9
-10.9
+7.1
-0.8
+1.1
+2.0
-1.8
-6.2
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard