Motilal Oswal BSE Enhanced Value Index Fund-Regular plan

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 22-08-2022
Asset Class:
Benchmark: BSE Enhanced Value TRI
TER: 1.1% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 832.6 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: Yes

25.434

36.42%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 VALUE 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to provide returns that, correspond to the total returns of the securities as represented by S&P BSE Enhanced Value Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan 22-08-2022 -0.94 36.77 - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 20.1 - - - -
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 18.77 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 14.1 20.62 19.74 17.34 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 13.87 24.76 25.99 - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 13.84 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 12.13 21.76 - - -
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth 27-03-2023 11.07 9.47 - - -
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option 10-11-2022 11.04 9.33 - - -
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option 09-12-2022 10.99 9.4 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.44%

Others

0.13%

Large Cap

67.28%

Mid Cap

30.16%

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