• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal S&P BSE Enhanced Value Index Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal S&P BSE Enhanced Value Index Fund (Growth)

EquityIndex Funds

22.7891

NAV (Apr 19)

64.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

22.7891

NAV (Apr 19)

Fund Returns

Last 1Y
87.8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
64.3%
6 Month CAGR
46.6%

Scheme Information

Investment 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 Enhanced Value Total Return Index,subject to tracking error.

Expense Ratio
1.03
Launched (2y ago)
Aug 22, 2022
AUM in Crores
342.571
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

Swapnil Mayekar

Fund Manager

Rakesh Shetty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal S&P BSE Enhanced Value Index Fund (Growth)70%1,07,15,435 99,82,82387.8%
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 2024-04-19

Top Stock Holdings

hindalco industries ltd

9.9%
9.9%

grasim industries ltd

9.5%
9.5%

oil & natural gas corp ltd

8.9%
8.9%

state bank of india

8.9%
8.9%

indian oil corp ltd

7.7%
7.7%
See all holdings

Allocation by Sector

financial services

33.4%
33.4%

basic materials

32.8%
32.8%

energy

29.6%
29.6%

utilities

3.6%
3.6%

consumer cyclical

0.6%
0.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,475 cr

₹ 17,313 cr

₹ 14,075 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 46,044 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

37.4%

22.9%

26.4%

23.7%

4.3%

4.1%

10.3%

22.3%

4.3%

3.3%

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 64.3% 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 4/19/2024 is ₹22.79 with the total AUM as of 4/20/2024 is ₹342.571. 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 87.8% 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)?

Motilal Oswal S&P BSE Enhanced Value Index Fund (G) 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 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 1.03% for regular plan.