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

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 27 Feb 2024₹22.23
Min. SIP amountNot Supported
RatingNA
Fund size₹244.77Cr

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 returns36.6%56.2%92.6%124.9%
Category averageNANA50.0%NA
Rank with in category222NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
EnergyEquity7.99%
EnergyEquity7.93%
Metals & MiningEquity7.02%
EnergyEquity6.77%
FinancialEquity6.50%
EnergyEquity6.12%
Metals & MiningEquity6.08%
FinancialEquity5.25%
EnergyEquity5.20%
FinancialEquity3.96%
See All

Expense ratio, exit load and tax

Expense ratio: 1.03%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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,

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