Motilal Oswal BSE Enhanced Value Index Fund-Dir (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Motilal Oswal BSE Enhanced Value Index Fund-Dir (G) (42980) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal BSE Enhanced Value Index Fund-Dir (G)
Motilal Oswal Asset Management Company Limited
The investment objective of the scheme is 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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
Motilal Oswal BSE Enhanced Value Index Fund-Dir (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Alpha Generation
Outperformance vs benchmark
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 8.60% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Bharat Petroleum Corporation Ltd | Refineries | 8.76% |
| Indian Oil Corporation Ltd | Refineries | 8.23% |
| State Bank of India | Banks | 7.80% |
| Oil & Natural Gas Corpn Ltd | Crude Oil & Natural Gas | 7.59% |
| GAIL (India) Ltd | Gas Distribution | 7.30% |
| Tata Motors Passenger Vehicles Ltd | Automobile | 7.05% |
| Hindalco Industries Ltd | Non Ferrous Metals | 7.01% |
| Hindustan Petroleum Corporation Ltd | Refineries | 6.35% |
| Power Finance Corporation Ltd | Finance | 3.70% |
| Bank of Baroda | Banks | 3.55% |
Sector Breakdown
Compare against Index Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Index Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Index Fund category
Motilal Oswal BSE Enhanced Value Index Fund-Dir (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (IDCW) | ₹1247.44 | 4.26% | 8.39% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (G) | ₹1247.44 | 4.26% | 8.39% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (G) | ₹1242.74 | 4.18% | 8.23% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (IDCW) | ₹1242.72 | 4.18% | 8.23% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (G) | ₹1220.00 | 4.38% | 8.21% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (IDCW | ₹1220.00 | 4.38% | 8.21% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (IDCW) | ₹1215.39 | 4.31% | 8.05% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (G) | ₹1215.38 | 4.31% | 8.05% | N/A |
| HDFC BSE Sensex Index Fund - Direct | ₹792.87 | 11.07% | -1.48% | 12.15% |
| HDFC BSE Sensex Index Fund - Regular | ₹773.82 | 10.99% | -1.63% | 11.97% |
Category Average Returns
Swapnil Mayekar
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.