• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal BSE Enhanced Value ETF Regular Growth
Motilal Oswal Mutual Fund

Motilal Oswal BSE Enhanced Value ETF Regular Plan Growth

EquityIndex Funds

106.9996

NAV (Oct 15)

54.425%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

106.9996

NAV (Oct 15)

Fund Returns

Last 1Y
67.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
54.4%
6 Month CAGR
12.3%

Scheme Information

Investment Objective

The scheme seeks 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
0.3
Launched (0y ago)
0.3
AUM in Crores
136.6
ISIN
INF247L01BE5
Lock-in
-
Benchmark
BSE Enhanced Value Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Rakesh Shetty

Fund Manager

Swapnil P Mayekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal BSE Enhanced Value ETF (G)70%52,87,923 45,55,31167.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-09-11

Top Stock Holdings

Hindalco Industries Ltd.

9.7%
9.683%

Grasim Industries Ltd.

9.5%
9.479%

Oil And Natural Gas Corporation Ltd.

9.1%
9.103%

State Bank of India

8.5%
8.495%

Indian Oil Corporation Ltd.

6.9%
6.878%
See all holdings

Allocation by Sector

Energy

33.8%
33.848919%

Financial

29.7%
29.670055%

Metals & Mining

21.7%
21.719203%

Materials

9.3%
9.260434%

Chemicals

3.1%
3.116037%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

14%

23.5%

26.7%

28.3%

4.9%

4.2%

35%

25.2%

26.1%

19.3%

Motilal Oswal BSE Enhanced Value ETF Regular Plan Growth Review

Motilal Oswal BSE Enhanced Value ETF Regular Plan Growth is a Index Funds Equity fund and has delivered an annualised return of 54.425% over a period of 2 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Rakesh Shetty, Swapnil P Mayekar.

Nav of Motilal Oswal BSE Enhanced Value ETF as of 10/15/2024 is ₹107.00 with the total AUM as of 10/16/2024 is ₹136.5885. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal BSE Enhanced Value ETF was launched on 2022-08-22. The category risk of the fund is null.

The minimum SIP amount for Motilal Oswal BSE Enhanced Value ETF 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 ETF 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.

It is rated as a null fund in Equity and delivered 67.581% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal BSE Enhanced Value ETF.

Frequently Asked Questions

What is Motilal Oswal BSE Enhanced Value ETF?

It is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal BSE Enhanced Value ETF?

You can invest in Motilal Oswal BSE Enhanced Value ETF 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 ETF?

The minimum sip amount for Motilal Oswal BSE Enhanced Value ETF Regular Plan is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal BSE Enhanced Value ETF Regular Plan good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal BSE Enhanced Value ETF Regular Plan Growth?

The expense ratio of the Motilal Oswal BSE Enhanced Value ETF Regular Growth is 0.3% for regular plan.

What is the NAV of Motilal Oswal BSE Enhanced Value ETF?

Today's Motilal Oswal BSE Enhanced Value ETF Regular Growth NAV is ₹107.00.