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ETF📊 BSE ENHANCED VALUE - TRI

Motilal Oswal BSE Enhanced Value ETF · Regular · Growth

Motilal Oswal Mutual Fund

#35 of 232 (1Y)

NAV

₹117.5056

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹136 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+15.49%
3Y
+30.46%
5Y
Since Inception
+32.14%

SIP returns (XIRR)

1Y
+11.83%
3Y
+17.69%
5Y
Since Inception
+23.91%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹23,000

Invested

₹34,164

Value today

21.6%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,800

Value today

31.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹14,27,977

Value today

-15.0%

vs lumpsum

Direct lumpsum would have beaten STP by 15.0% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.47

Sharpe Ratio

Alpha

Beta

0.43

Sortino

19.56%

Std Dev

-17.26%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryETF
BenchmarkBSE ENHANCED VALUE - TRI
Launch Date22 Aug 2022
AMFI Code150517
Transaction facts
Exit LoadNIL

Available transactions

Demat

Investment Objective

Motilal Oswal BSE Enhanced Value ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Motilal Oswal BSE Enhanced Value ETF · Regular · Growth is a ETF mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹136 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE ENHANCED VALUE - TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations