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Motilal Oswal Enhanced Value Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
22 Aug 2022
3.1 years ago
Lock-in Period
No lock-in
NAV
as of 19 Sep 2025
₹25.61
+0.5907% (0.20)
AUM
₹822 Cr
Expense ratio
0.41%
Benchmark
BSE Enhanced Value
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
1%
If units sold after 15D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Energy
Basic Materials
Utilities
Consumer Cyclical
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹83,861 Cr • Rank #20Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Fund Managers
Swapnil Mayekar
Experience: 6.15 yrs • Total AUM: 47,994 Cr
Rakesh Shetty
Experience: 2.83 yrs • Total AUM: 5,86,790 Cr
Dishant Mehta
Experience: yrs • Total AUM: 46,782 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.