Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Motilal Oswal BSE Enhanced Value ETF
|
Very High
|
Please wait... |
0.30 |
|||
Very High
|
Please wait... |
0.76 |
||||
Very High
|
Please wait... |
1.03 |
||||
Very High
|
Please wait... |
1.03 |
||||
Very High
|
Please wait... |
1.56 |
₹113 Cr
--
500
--
--
--
Investment Strategy
The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Enhanced Value Total Return Index, subject to tracking error.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes is their true worth.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Motilal Oswal S&P BSE Enhanced Value ETF follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is. Being passively managed, it replicates the portfolio of its chosen benchmark index.
Mutual funds can be bought directly from the website of the fund house. For instance, Motilal Oswal BSE Enhanced Value ETF fund can be purchased from the website of Motilal Oswal Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Motilal Oswal BSE Enhanced Value ETF is ₹104.3795 as of 14-Aug-2024.
The AUM of Motilal Oswal BSE Enhanced Value ETF Fund is ₹113 Cr as of 31-Jul-2024
The riskometer level of Motilal Oswal BSE Enhanced Value ETF is Very High. See More
Company | Percentage of Portfolio |
---|---|
9.68
|
|
9.48
|
|
9.10
|
|
8.49
|
|
6.88
|
As of 31-Jul-2024, Motilal Oswal BSE Enhanced Value ETF had invested 99.68% in Equity and 0.32% in Cash & Cash Eq. See More
Motilal Oswal BSE Enhanced Value ETF is 1 years 11 months old. It has delivered 58.23% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
77.56%
|
--
|
--
|
--
|
--
|
58.23%
|
No, There is no lock in period in Motilal Oswal BSE Enhanced Value ETF.
The expense ratio of Motilal Oswal BSE Enhanced Value ETF is 0.30.