3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹834.33 Cr.
Expense Ratio
0.45% (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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Motilal Oswal Mutual Fund Managers
SM
Swapnil Mayekar
Fund Manager since Sep 2024
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
23.22% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
23.46% |
0 |
UTI Nifty Next 50 Index Fund |
19.88% |
0 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF A Direct Growth
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF C Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
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 | 0.45% |
Fund Manager | Swapnil Mayekar |
Fund Size | ₹834.33 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 |
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.
Choose the SIP Amount That Suits You the Best
FAQs
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How do I invest in Motilal Oswal S&P BSE Enhanced Value Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- 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?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Motilal Oswal S&P BSE Enhanced Value Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- 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?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.