Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Motilal Oswal BSE Low Volatility Index Fund Direct Growth is an equity fund. This fund was started on 23 March, 2022. The fund is managed by Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

1. Motilal Oswal BSE Low Volatility Index Fund Direct Growth has ₹102 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
2. The fund has an expense ratio 0.4.
   

Motilal Oswal BSE Low Volatility Index Fund Direct Growth has given a CAGR return of 14.55% since inception. Over the last 1 year the fund has given a CAGR return of -2.96%.

Motilal Oswal BSE Low Volatility Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Defensive, Consumer Cyclical, Health, Basic Materials, Tech, Communication, Energy. Its top holdings are SBI Cards and Payment Services Ltd Ordinary Shares, ICICI Bank Ltd, Bajaj Finserv Ltd, HDFC Bank Ltd, Kotak Mahindra Bank Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by &P BSE Low Volatility Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal BSE Low Volatility Index Fund Direct Growth has no lock in period.