Motilal Oswal BSE Enhanced Value Index Fund Direct Growth

Scheme code: INF247L01BF2 NAV value: ₹ 26.6838 NAV date: 19 March, 2026 TER: 0.36%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-10.96	105.70	38.50	39.63	9.23
3 year	30.08	38.57	34.47	34.12	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	39.63
3 year	6.28	30.95	15.04	34.12
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	39.63
3 year	6.56	19.64	13.57	34.12
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	39.63
3 year	7.68	21.49	15.06	34.12
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	39.63
3 year	8.04	32.03	17.81	34.12
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,94,799 - Absolute Returns: ₹1,94,799 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,83,419 - Absolute Returns: ₹15,83,419 - CAGR: %

Max Drawdown

-21.81 %

Drawdown Duration

7 months

Recovery Time

8 months

Avg Drawdown

-4.68 %

1 Y

1.8168

3 Y

1.5642

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	20.10	1.06	122.4	97.6	23.94 %	4.00 %
3 years	19.59	1.27	131.6	108.7	32.16 %	11.28 %
5 years	15.17	1.23	131.7	105.8	21.32 %	6.22 %
7 years	10.89	1.23	131.7	105.8	14.80 %	4.40 %
10 years	7.88	1.23	131.7	105.8	10.14 %	3.06 %
12 years	6.75	1.23	131.7	105.8	8.38 %	2.55 %
15 years	5.66	1.23	131.7	105.8	6.65 %	2.03 %