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Business News/Market/Market Stats/    Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth

Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth

+
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
15.47 +0.10 (0.63%) NAV as on 22 Sep, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)21.25
  • CAGR 47.98%
  • Exit Load1.00%
  • Expense ratio1.00%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2022-08-22

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 September 2023

  • Name
  • Value (Cr)
  • Holding %
  • REC
  • 1.03
  • 4.83%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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 S&P BSE Enhanced Value Index Fund Regular Growth has an AUM of 21.25 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 1.00%. The minimum investment in Motilal Oswal S&P 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 NTPC, Tata Steel, Hindalco Industries & Oil & Natural Gas Corporation.

 

The major sectors where the fund is invested are Regional Banks, Metal Mining, Consumer Financial Services & Oil & Gas Operations.

 

Some of the similar funds are Kotak Nifty 200 Momentum 30 Index Fund Regular Growth, Bandhan Nifty200 Momentum 30 Index Fund Regular Growth, Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth, ICICI Prudential Nifty50 Equal Weight Index Fund Regular Growth, Navi Nifty India Manufacturing Index Fund Regular Growth. Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth

According to the morning star rating Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth has a Medium risk & Exceptional return.
Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty.
The expense ratio of Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth is 1.00%.
The 5 year annualized return on Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth is 0.00% & it has generated 47.98% in the last 1 year.
The minimum investment in Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth is 500 Rs.
Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth has an AUM of 21.25 crores.
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