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 Index
TER: 1.1% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 834.08 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: 1% -If redeemed or switched out on or before 15 days from the date of allotment. Nil- If redeemed or switched out after 15 days from the date of allotment.

23.0839

40.8%

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 scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by the S&P BSE Enhanced Value Index, subject to tracking error.

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 26.72 38.23 - - -
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 10-07-2023 39.2 - - - -
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 38.52 32.15 - - -
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 01-12-2022 36.03 39.46 - - -
ICICI Prudential Nifty Next 50 Index Fund - Growth 05-06-2010 35.0 25.81 19.57 19.12 14.22
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 01-02-2019 34.83 25.91 19.77 19.27 -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 34.79 25.65 19.49 19.22 -
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 34.75 25.63 19.45 - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 34.75 25.56 19.65 - -
HDFC NIFTY Next 50 Index Fund - Growth Option 05-11-2021 34.72 25.53 19.26 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.31%

Large Cap

79.5%

Mid Cap

20.21%

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