Motilal Oswal BSE Enhanced Value Index Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.6%
Sharpe Ratio-0.23
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharat Petroleum Corp LtdEnergy & Infra8.44%
Indian Oil Corp LtdEnergy & Infra7.93%
State Bank of IndiaFinancial Services7.68%
GAIL (India) LtdUtilities7.50%
Oil & Natural Gas Corp LtdEnergy & Infra7.35%
Tata Motors LtdConsumers6.96%
Hindalco Industries LtdCapital Goods6.80%
Hindustan Petroleum Corp LtdEnergy & Infra6.35%
Power Finance Corp LtdFinancial Services3.69%
Bank of BarodaFinancial Services3.54%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.1%
Exit Load1
Regulatory & Tax Information
INF247L01BG0
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)