OtherIndex FundsDirect · Growth
Motilal Oswal BSE Enhanced Value Index Fund-Direct plan
Motilal Oswal · Scheme 150518
₹27.92▲ 0.16%NAV · 2026-08-05
Excellent FundScore
AUM
—
Expense ratio
—
3Y CAGR
25.3%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.68% |
| 3 Months | -1.70% |
| 6 Months | -4.21% |
| 1 Year | +14.06% |
| 3 Years (CAGR) | +25.30% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +28.38% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns94
Consistency100
Risk-adjusted53
Downside protection77
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +25.3%
- ✓ 3Y CAGR vs category: +17.1% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Max drawdown: -22%
Risk metrics
Sharpe ratio
1.05
Sortino ratio
1.25
Volatility
20.28%
Max drawdown
-21.81%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.