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: 1.3% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,101.87 Cr As on 30-04-2026(Source:AMFI)
Turn over: 0.5% | Exit Load: Yes

27.2322

29.41%

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 12.98 6.72 29.7 - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 52.01 33.58 35.75 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 40.1 26.2 27.61 18.46 -
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 16-12-2024 38.4 - - - -
Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option 24-10-2024 37.93 - - - -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 26.92 - - - -
SBI BSE PSU BANK INDEX FUND- Regular Plan- Growth 25-03-2025 20.96 - - - -
ICICI Prudential Nifty200 Value 30 Index Fund - Growth 17-10-2024 20.8 - - - -
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option 10-05-2023 19.19 9.15 31.14 - -
Axis Nifty500 Value 50 Index Fund - Regular Plan - Growth Option 24-10-2024 19.19 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.96%

Others

0.28%

Large Cap

76.4%

Mid Cap

22.36%

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