Motilal Oswal BSE Enhanced Value Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.34
• Std Deviation 19.71%
• 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 887.16 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 1.10%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Indian Oil Corporation, State Bank of India, Hindalco Industries & Bharat Petroleum Corporation.

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, SBI Nifty Midcap 150 Index Fund Regular Growth, Nippon India Index BSE Fund Sensex Plan - Growth, Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth, SBI Nifty 500 Index Fund Regular Growth. Motilal Oswal BSE Enhanced Value Index Fund Regular Growth has a sharpe ratio of 1.34 & a standard deviation of 19.71%.