Motilal Oswal BSE Enhanced Value Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.99
• Std Deviation 21.84%
• Tracking Error 0.00%

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.

The Motilal Oswal BSE Enhanced Value Index Fund Regular Growth has an AUM of 1570.41 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.06%. The minimum investment in Motilal Oswal BSE Enhanced Value Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Oil and Natural Gas Corporation, Hindalco Industries, State Bank of India & Coal India.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Oil & Gas - Integrated & Metal Mining.

Some of the similar funds are Motilal Oswal BSE Enhanced Value Index Fund Regular Growth, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth, Navi Nifty Next 50 Index Fund Regular Growth, HDFC NIFTY50 Equal Weight Index Fund Regular Growth, Bandhan Nifty100 Low Volatility 30 Index Fund Regular Growth. Motilal Oswal BSE Enhanced Value Index Fund Regular Growth has a sharpe ratio of 0.99 & a standard deviation of 21.84%.