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

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 19 Apr 2024₹23.04
Min. SIP amount₹500
RatingNA
Fund size₹342.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns17.0%48.0%92.8%132.0%
Category averageNANA47.4%NA
Rank with in category321NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Metals & MiningEquity9.88%
ConstructionEquity9.51%
FinancialEquity8.92%
EnergyEquity8.88%
EnergyEquity7.74%
EnergyEquity6.41%
Metals & MiningEquity3.92%
EnergyEquity3.69%
EnergyEquity3.60%
Metals & MiningEquity3.50%
See All

Pros and cons

Category: Other Index

Pros

Cons

1Y annualised returns higher than category average by 41.37%
Higher expense ratio: 0.38%

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Exit Load: 1%- If redeemed on or before 15 days from the date of allotment.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Rakesh Shetty
Nov 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.8.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ