₹ 23.3437
NAV (Apr 22)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 23.3437
NAV (Apr 22)
Last 1Y | 92.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 66.3% |
6 Month CAGR | 50.9% |
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 | 0.38 |
Launched (2y ago) | Aug 22, 2022 |
AUM in Crores | 342.571 |
ISIN | INF247L01BF2 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (Growth) | 1,28,25,010 | 1,20,92,398 | 92.8% | |
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.
hindalco industries ltd
9.9%grasim industries ltd
9.5%oil & natural gas corp ltd
8.9%state bank of india
8.9%indian oil corp ltd
7.7%financial services
33.4%basic materials
32.8%energy
29.6%utilities
3.6%consumer cyclical
0.6%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
Motilal Oswal Asset Management Co. Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
37% | 22.8% | ||
26.8% | 24% | ||
4.3% | 4.1% | ||
10.6% | 22.3% | ||
4.3% | 3.3% |
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (G) is a Index Funds Equity fund and has delivered an annualised return of 66.3% 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 Direct (G) as of 4/22/2024 is ₹23.34 with the total AUM as of 4/23/2024 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 Direct (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 Direct (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 Direct (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 Direct (G) is rated as a 0 fund in Equity and delivered 92.8% 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 Direct (G).
What is Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (G)?
How to invest in Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (G)?
You can invest in Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (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 Direct (G)?
The minimum sip amount for Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (G) good to invest in?
As per Scripbox experts, Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (G) is a Not Reviewed Yet fund. You can investMotilal Oswal S&P BSE Enhanced Value Index Fund Direct (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 Direct (G)?
The expense ratio of the Motilal Oswal S&P BSE Enhanced Value Index Fund Direct (G) is 0.38% for regular plan.