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Benchmark Investments

Motilal Oswal BSE Low Volatility Index Fund-Reg(G)

very highequityindex funds - other
15.34 -0.27(-1.76%) NAV as on 13 Mar 2026
-7.16 % 1 M
4.64 % 1 Y
12.87 % 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

1.04

As on 28 Feb, 2026
Age :

3 yrs 11 m

Since 23 03 ,2022
Exit Load :

1%

AUM :

108.77 Crs

Portfolio Price To Book Value :

10.13

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 500

Category :

index funds

Fund Manager :

Swapnil P Mayekar,Dishant Mehta,Rakesh Shetty

Launch Date :

23-Mar-22

Scheme Benchmark :

NA

FUND OBJECTIVE

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Low Volatility Total Return Index, subject totracking error.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Others 0.08 %
Equity 99.92 %

TOP HOLDINGS

State Bank Of India4.67 %
AIA Engineering Ltd.4.04 %
Axis Bank Ltd.3.99 %
Nestle India Ltd.3.83 %
Titan Company Ltd.3.70 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private11.24
Household & Personal Products9.24
Cement & Construction Materials8.59
Consumer Food7.01
Pharmaceuticals & Drugs6.86
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 13-Mar-2026)10.0410.8215.3215.2715.34
Net Assets(Rs Crores) (as on 13-Mar-2026) 12.33 17.67 73.96 104.80 108.77
Scheme Returns(%)(Absolute)0.436.7541.37-0.881.58
B'mark Returns(%)(Absolute)NANANANANA
Category Rank59/716/8755/120130/199239/363

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-20268.76-3.375.12NA
2024-20256.888.01-11.19-2.78
2023-202411.064.9013.447.17
2022-2023-2.768.155.04-2.49

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal BSE Low Volatility Index Fund-Reg(G)Very HighEquity15.34-0.27(-1.76%)NAV As on 16 Mar, 202623-Mar-2022Inception Date108.77AUM In Cr.4.64%1Y12.87%3YNA%5Y11.36%Since Inception
Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Reg(G)Very HighEquity16.33-0.47(-2.82%)NAV As on 16 Mar, 202630-Nov-2022Inception Date1,452.18AUM In Cr.10.50%1Y20.75%3YNA%5Y16.10%Since Inception
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(G)Very HighEquity16.28-0.47(-2.82%)NAV As on 16 Mar, 202620-Oct-2022Inception Date1,062.97AUM In Cr.10.61%1Y20.36%3YNA%5Y15.43%Since Inception
Sundaram Nifty 100 Equal Weight Fund(G)Very HighEquity166.680.13(0.08%)NAV As on 16 Mar, 202627-Jul-1999Inception Date134.59AUM In Cr.9.56%1Y17.59%3Y12.77%5Y11.13%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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