Motilal Oswal BSE Enhanced Value ETF

Motilal Oswal BSE Enhanced Value ETF Fund Details and Key Information

Motilal Oswal BSE Enhanced Value ETF is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹150.73 Cr

• Expense Ratio: 0.35%

• Cash Holding: 0.21%

• Plan Type: Growth

• Benchmark: BSE Enhanced Value TR INR

• Launch Date: 2022-08-22

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Motilal Oswal BSE Enhanced Value ETF Returns and Performance

Motilal Oswal BSE Enhanced Value ETF has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -14.47%

• 3 Months: -5.33%

• 6 Months: 2.55%

• 1 Year: 11.39%

• 3 Years: 1.30%

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Motilal Oswal BSE Enhanced Value ETF Risk Level and Volatility

Understanding risk is important before investing. Motilal Oswal BSE Enhanced Value ETF falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Motilal Oswal BSE Enhanced Value ETF Portfolio Allocation

The asset allocation of Motilal Oswal BSE Enhanced Value ETF shows how investments are distributed across asset classes.

• Equity Allocation: 99.79%

• Cash Allocation: 0.21%

This allocation plays a key role in determining the fund’s risk and return profile.

Motilal Oswal BSE Enhanced Value ETF Sector Allocation

Motilal Oswal BSE Enhanced Value ETF diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 14.75%

• Consumer Cyclical: 3.63%

• Energy: 33.08%

• Financial Services: 42.98%

• Utilities: 5.35%

Sector allocation data helps investors understand which industries the fund is focusing on.

Motilal Oswal BSE Enhanced Value ETF Fund House

Motilal Oswal BSE Enhanced Value ETF is managed by:

AMC Name: Motilal Oswal Asset Management Company Limited - Portfolio Managers

A strong fund house with a proven track record can improve investor confidence.

Motilal Oswal BSE Enhanced Value ETF Minimum Investment

Investors can start investing in Motilal Oswal BSE Enhanced Value ETF with:

Minimum Investment: ₹500

This makes the fund accessible for both beginners and experienced investors.