3 Year return

0
Launched on July 2022 (2 years)

Investment Details

₹500

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹401.51 Cr.

Expense Ratio

0.38% (inclusive of GST)

Exit Load

1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

SM

Swapnil Mayekar

Fund Manager since Jun 2023

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund Asset management company

AUM ₹50,745.52 Cr.
No. of Schemes 58
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Plan

The Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Plan is an open-ended equity mutual fund that follows a value/contrarian investment style. It invests in a basket of stocks that are trading at a significant discount to their intrinsic value. The fund aims to provide returns that, before expenses, correspond to the total returns of the securities as represented by the S&P BSE Enhanced Value Return Index, subject to tracking error. The Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Plan is an open-ended fund. The expense ratio of the Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Plan is lower than the category average.

Investment Objectives of the Scheme

The investment objective of the Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Plan is to provide long-term capital appreciation by investing in a diversified portfolio of equity securities that are trading at a significant discount to their intrinsic value.

Key Features of The Fund

5-year return NA
Expense Ratio 0.38%
Fund Manager Swapnil Mayekar
Fund Size ₹401.51 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund is suitable for investors who are looking for long-term growth with moderate risk. It is important to note that this fund is a value/contrarian fund, which means that it invests in stocks that are not in favor with the market. This can lead to volatility in the short term, but it can also lead to higher returns in the long term.

AMC Contact Details

Name Motilal Oswal Mutual Fund
Launch Date November 2008
Addresss 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact 91-2240548002 8108622222
Email amc@motilaloswal.com
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Motilal Oswal S&P BSE Enhanced Value Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal S&P BSE Enhanced Value Index Fund May 24 2024 is 25.1134

What is the AUM of Motilal Oswal S&P BSE Enhanced Value Index Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal S&P BSE Enhanced Value Index Fund is 401.51 crore.

What is the expense ratio of Motilal Oswal S&P BSE Enhanced Value Index Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Motilal Oswal S&P BSE Enhanced Value Index Fund is 0.38%

What are the returns of Motilal Oswal S&P BSE Enhanced Value Index Fund since inception?

The Motilal Oswal S&P BSE Enhanced Value Index Fund was launched on Jul 29 2022. The fund has delivered a CAGR of 68.76 since inception.

What is the minimum SIP amount to invest in Motilal Oswal S&P BSE Enhanced Value Index Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal S&P BSE Enhanced Value Index Fund is 500.

How do I invest in Motilal Oswal S&P BSE Enhanced Value Index Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Motilal Oswal S&P BSE Enhanced Value Index Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Motilal Oswal S&P BSE Enhanced Value Index Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Motilal Oswal S&P BSE Enhanced Value Index Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.