Should I invest in Motilal Oswal BSE Enhanced Value Index Fund?

We don't give personal investment advice. Motilal Oswal BSE Enhanced Value Index Fund-Direct plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Motilal Oswal

Motilal Oswal BSE Enhanced Value Index Fund-Direct plan

Latest NAV

₹27.6139

As of

17 Jul 2026

956 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.17%	+0.08%	+0.08	111 / 296	Q2
1W	-0.31%	-0.25%	-0.06	198 / 296	Q3
2W	-0.43%	+0.03%	-0.46	244 / 296	Q4
1M	-3.06%	+0.66%	-3.73	281 / 296	Q4
3M	-3.54%	+1.92%	-5.45	276 / 296	Q4
6M	-4.03%	+0.72%	-4.76	229 / 289	Q4
YTD	-2.99%	-0.18%	-2.81	204 / 287	Q3
1Y	+7.33%	+1.67%	+5.65	22 / 276	Q1
2Y	+1.78%	+2.29%	-0.51	96 / 196	Q2
3Y	+26.42%	+9.65%	+16.78	2 / 152	Q1
4Y	+27.54%	+12.31%	+15.23	2 / 81	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+28.40%	+7.39%	+21.00	1 / 294	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.99%	-0.15%	-2.84	200 / 282
2025	+21.69%	+5.41%	+16.28	7 / 226
2024	+19.09%	+13.06%	+6.03	43 / 159
2023	+58.39%	+21.46%	+36.93	3 / 121
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+37.21%

36 windows

min -6.8% · max 97.7%

83% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+32.45%

12 windows

min 26.4% · max 36.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.14%

3-year · annualised

Sharpe ratio

0.95

vs risk-free 6.5%

Sortino ratio

1.82

Downside-only deviation

Max drawdown

-21.81%

Jul 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE Sensex Index Fund - Direct Plan	HDFC	₹746.8983	17 Jul 2026
Nippon India BSE Sensex Next 30 Index -Direct Plan - IDCW Payout	Nippon India	₹10.8421	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - IDCW Option	ICICI Prudential	₹26.0693	17 Jul 2026
Invesco India Nifty G-sec Jul 2027 Index Fund - Direct Plan - IDCW Payout	Invesco	₹1,269.8384	17 Jul 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - DIRECT IDCW	Bandhan	₹10.5575	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.6288	17 Jul 2026
Motilal Oswal BSE Low Volatility Index Fund-Direct plan	Motilal Oswal	₹16.3494	17 Jul 2026
Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW	Franklin India	₹181.1080	17 Jul 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Direct Plan - IDCW	Mirae Asset	₹13.4843	17 Jul 2026
Kotak BSE Housing Index Fund - Direct Plan - IDCW Option	Kotak	₹13.4530	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹27.6139
16 Jul 2026	₹27.5676
15 Jul 2026	₹27.5924
14 Jul 2026	₹27.4750
13 Jul 2026	₹27.7393
10 Jul 2026	₹27.6997
9 Jul 2026	₹27.3285
8 Jul 2026	₹27.1036
7 Jul 2026	₹27.7039
6 Jul 2026	₹27.7996

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Motilal Oswal BSE Enhanced Value Index Fund-Direct plan is ₹27.6139. It's a Index Fund from Motilal Oswal, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal BSE Enhanced Value Index Fund-Direct plan has NAV history starting from 26 Aug 2022, a track record of about 3 years 10 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Motilal Oswal BSE Enhanced Value Index Fund-Direct plan is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal BSE Enhanced Value Index Fund-Direct plan has delivered a absolute return of 7.33% — +5.65 pp ahead of the Index Fund category average of 1.67%. The fund ranks #22 of 276 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Motilal Oswal BSE Enhanced Value Index Fund-Direct plan has delivered a CAGR of 26.42% — +16.78 pp ahead of the Index Fund category average of 9.65%. The fund ranks #2 of 152 in its category — the top (Q1) quartile.

Motilal Oswal BSE Enhanced Value Index Fund-Direct plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Motilal Oswal BSE Enhanced Value Index Fund-Direct plan exactly 3 years ago would be worth approximately ₹202,049 today — a multiplier of 2.02×, based on the 3-year CAGR of 26.42%. The category average over the same window would have grown ₹1 lakh to ₹131,816.

A ₹10,000 monthly SIP in Motilal Oswal BSE Enhanced Value Index Fund-Direct plan over the last 3 years — total invested ₹360,000 — would be worth ₹437,102 today. That's an XIRR (money-weighted annualised return) of 13.01%.

Motilal Oswal BSE Enhanced Value Index Fund-Direct plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹437,102 — XIRR 13.01%.

On a 3-year basis, Motilal Oswal BSE Enhanced Value Index Fund-Direct plan ranks #2 out of 152 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.65%; this fund delivered 26.42%.

The worst peak-to-trough decline Motilal Oswal BSE Enhanced Value Index Fund-Direct plan has experienced over the last 3-year window is 21.81% — its NAV fell from a high on 31 Jul 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Motilal Oswal BSE Enhanced Value Index Fund-Direct plan averaged 32.45% (best 36.11%, worst 26.42%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.95 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal BSE Enhanced Value Index Fund-Direct plan returned 21.69% — beating the Index Fund category average of 5.41% by 16.28 pp. It ranked #7 of 226 in its category that year.

Motilal Oswal BSE Enhanced Value Index Fund-Direct plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal BSE Enhanced Value Index Fund-Direct plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.