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 (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,037.84 Cr As on 31-10-2025(Source:AMFI)
Turn over: - | Exit Load: Yes

27.1193

34.61%

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 13.49 30.06 33.92 - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 29.43 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 28.67 - - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 26.98 31.91 33.16 - -
Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option 24-10-2024 23.16 - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 22.65 22.66 - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 19.45 27.88 25.3 17.81 -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 17.5 20.3 20.4 - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 14.3 28.69 27.18 - -
Tata Nifty Auto Index Fund - Regular Plan - Growth 26-04-2024 14.07 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.03%

Large Cap

70.23%

Mid Cap

28.74%

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