- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal S&P BSE Enhanced Value Index Fund (Growth)
Motilal Oswal S&P BSE Enhanced Value Index Fund (Growth)
₹ 17.969
NAV (Dec 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.969
NAV (Dec 5)
Fund Returns
Last 1Y | 48.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 56.7% |
6 Month CAGR | 41.2% |
Scheme Information
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 Enhanced Value Total Return Index,subject to tracking error.
Expense Ratio | 1.02 |
Launched (1y ago) | Aug 22, 2022 |
AUM in Crores | 54.787 |
ISIN | INF247L01BG0 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Enhanced Value TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal S&P BSE Enhanced Value Index Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
oil & natural gas corp ltd
8.4%ntpc ltd
8.4%state bank of india
8.2%hindalco industries ltd
7.9%tata steel ltd
7.6%Allocation by Sector
financial services
36.1%energy
31.7%basic materials
23.7%utilities
11.5%consumer cyclical
1.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
34.3% | 21.8% | ||
11.7% | 22% | ||
32.3% | 19.6% | ||
32.3% | 19.6% | ||
23.1% | 15.5% |
Motilal Oswal S&P BSE Enhanced Value Index Fund (G) Review
Motilal Oswal S&P BSE Enhanced Value Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 56.7% over a period of 1 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Rakesh Shetty, Swapnil Mayekar.
Nav of Motilal Oswal S&P BSE Enhanced Value Index Fund (G) as of 12/5/2023 is ₹17.97 with the total AUM as of 12/6/2023 is ₹54.787. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal S&P BSE Enhanced Value Index Fund (G) was launched on Aug 22, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal S&P BSE Enhanced Value Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal S&P BSE Enhanced Value Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Enhanced Value TR INR.
Motilal Oswal S&P BSE Enhanced Value Index Fund (G) is rated as a 0 fund in Equity and delivered 48.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal S&P BSE Enhanced Value Index Fund (G).
Frequently Asked Questions
What is Motilal Oswal S&P BSE Enhanced Value Index Fund (G)?
How to invest in Motilal Oswal S&P BSE Enhanced Value Index Fund (G)?
You can invest in Motilal Oswal S&P BSE Enhanced Value Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal S&P BSE Enhanced Value Index Fund (G)?
The minimum sip amount for Motilal Oswal S&P BSE Enhanced Value Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal S&P BSE Enhanced Value Index Fund (G) good to invest in?
As per Scripbox experts, Motilal Oswal S&P BSE Enhanced Value Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal S&P BSE Enhanced Value Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal S&P BSE Enhanced Value Index Fund (G)?
The expense ratio of the Motilal Oswal S&P BSE Enhanced Value Index Fund (G) is 1.02% for regular plan.