• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal BSE Enhanced Value Index Fund Regular Growth
Motilal Oswal Mutual Fund

Motilal Oswal BSE Enhanced Value Index Fund Regular Plan Growth

EquityIndex Funds

24.1689

NAV (Oct 30)

49.975%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.1689

NAV (Oct 30)

Fund Returns

Last 1Y
61.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
50%
6 Month CAGR
0.7%

Scheme Information

Investment Objective

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by the S&P BSE Enhanced Value Index, subject to tracking error.

Expense Ratio
1.1%
Launched 2Y ago
2022-08-22
AUM in Crores
872.9
ISIN
INF247L01BG0
Lock-in (days)
No Lock-in
Benchmark
BSE Enhanced Value Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Dishant Mehta

Fund Manager

Rakesh Shetty

Fund Manager

Swapnil P Mayekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal BSE Enhanced Value Index Fund (G)70%42,49,537 35,16,92561.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-27

Top Stock Holdings

Hindalco Industries Ltd.

9.72%
9.716%

Grasim Industries Ltd.

9.51%
9.512%

Oil And Natural Gas Corporation Ltd.

9.14%
9.135%

State Bank of India

8.52%
8.524%

Indian Oil Corporation Ltd.

6.9%
6.902%
See all holdings

Allocation by Sector

Energy

34.38%
34.38034%

Financial

31.43%
31.431416%

Metals & Mining

19.12%
19.115615%

Materials

9.9%
9.900838%

Chemicals

4%
4.001971%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

12.5%

23.4%

25%

26.4%

4.9%

4.2%

34.2%

24.6%

24.7%

18.5%

Motilal Oswal BSE Enhanced Value Index Fund Regular Plan Growth Review

Motilal Oswal BSE Enhanced Value Index Fund Regular Plan Growth is a Index Funds Equity fund and has delivered an annualised return of 49.98% over 2 years. The fund has grown over a period of 2 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Dishant Mehta, Rakesh Shetty, Swapnil P Mayekar.

Nav of Motilal Oswal BSE Enhanced Value Index Fund as of 10/30/2024 is ₹24.17 with the total AUM as of 10/31/2024 is ₹872.92. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal BSE Enhanced Value Index Fund was launched on 2022-08-22. The category risk of the fund is Very High.

The minimum SIP amount for Motilal Oswal BSE Enhanced Value Index Fund Regular Plan Growth 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 BSE Enhanced Value Index Fund Regular Growth 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 BSE Enhanced Value Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal BSE Enhanced Value Index Fund.

Frequently Asked Questions

What is Motilal Oswal BSE Enhanced Value Index Fund?

It is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal BSE Enhanced Value Index Fund?

You can invest in Motilal Oswal BSE Enhanced Value Index Fund Regular Plan 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 BSE Enhanced Value Index Fund?

The minimum sip amount for Motilal Oswal BSE Enhanced Value Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the Motilal Oswal BSE Enhanced Value Index Fund Regular Plan Growth?

The expense ratio of the Motilal Oswal BSE Enhanced Value Index Fund Regular Growth is 1.1% for regular plan.

What is the NAV of Motilal Oswal BSE Enhanced Value Index Fund?

Today's Motilal Oswal BSE Enhanced Value Index Fund Regular Growth NAV is ₹24.17.