Motilal Oswal BSE Enhanced Value Index Fund-Direct plan
Motilal Oswal Mutual Fund Other Index Funds
Expense Ratio
0.40%
AUM
₹686.14 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+27.80%
Excellent
6 Months
+27.95%
Excellent
1 Year
+23.10%
Excellent
3 Years
+31.05%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 13 quarters
AUM Metrics
Key indicators
Current AUM
₹686.14 Cr
Recent Trend
Growing
Stability Score
45.1
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+6.94%
3Y
3Y CAGR
+30752.86%
5Y
5Y CAGR
N/A
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
20.10%
Annualized standard deviation
Sharpe Ratio
1.423
Good - Risk-adjusted return
Max Drawdown
-21.80%
High - Worst decline
Consistency
70.4%
Performance consistency
Volatility Breakdown
Daily Volatility
1.27%
Average daily price movement
Annualized Volatility
20.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance