Motilal Oswal BSE Low Volatility Index Fund Direct Growth

Scheme code: INF247L01AY5 NAV value: ₹ 15.5297 NAV date: 19 March, 2026 TER: 0.30%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-9.2546.0716.3617.339.23
3 year13.1920.1615.9616.3015.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6117.33
3 year 6.2830.9515.0416.3
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4917.33
3 year 6.5619.6413.5716.3
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7517.33
3 year 7.6821.4915.0616.3
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1617.33
3 year 8.0432.0317.8116.3
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,524 - Absolute Returns: ₹75,524 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,09,856 - Absolute Returns: ₹7,09,856 - CAGR: %

Drawdown Metrics

Max Drawdown

-18.20 %

Drawdown Duration

5 months

Avg Drawdown

-4.41 %

Calmar Ratio by Duration

1 Y

0.9522

3 Y

0.8956

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.04 0.82 84.5 81.6 5.49 % 4.00 %
3 years 3.80 0.74 81.3 74.2 13.86 % 11.28 %
5 years 3.35 0.72 78.2 69.8 9.51 % 6.03 %
7 years 1.81 0.72 78.2 69.8 6.71 % 4.27 %
10 years 0.69 0.72 78.2 69.8 4.65 % 2.97 %
12 years 0.26 0.72 78.2 69.8 3.86 % 2.47 %
15 years -0.16 0.72 78.2 69.8 3.08 % 1.97 %