- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal BSE Enhanced Value Index Fund Regular Growth
Motilal Oswal BSE Enhanced Value Index Fund Regular Plan Growth
₹ 24.1689
NAV (Oct 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal BSE Enhanced Value Index Fund (G) | 42,49,537 | 35,16,925 | 61.1% | |
| 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
Hindalco Industries Ltd.
9.72%Grasim Industries Ltd.
9.51%Oil And Natural Gas Corporation Ltd.
9.14%State Bank of India
8.52%Indian Oil Corporation Ltd.
6.9%Allocation by Sector
Energy
34.38%Financial
31.43%Metals & Mining
19.12%Materials
9.9%Chemicals
4%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox 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?
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.