Motilal Oswal BSE Enhanced Value ETF-Growth
Equity: Value Oriented - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Value OrientedBenchmark: BSE Enhanced Value Total Return Index
₹112.7-0.16%
24 Jul 2026
Tracking Difference
Annualised return gap between Motilal Oswal BSE Enhanced Value ETF-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.49% | -0.70% | - | - |
| Avg. of funds with same benchmark | -0.49% | -0.70% | - | - |
Rolling Returns Analysis
Rolling annualized returns of Motilal Oswal BSE Enhanced Value ETF-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 01 Sep, 2023 - 24 Jul, 2026 | 09 Sep, 2025 - 24 Jul, 2026 | - | - |
| Average returns | 38.02% | 33.63% | - | - |
| Standard deviation | 35.39% | 2.95% | - | - |
| Best returns | 109.18% 1 year ending on 03 Jun, 2024 | 39.89% 3 years ending on 10 Oct, 2025 | - | - |
| Worst returns | -10.78% 1 year ending on 29 Aug, 2025 | 26.27% 3 years ending on 24 Jul, 2026 | - | - |
| Period with positive return | 85.03% | 100.00% | - | - |
| Period with return > 5% | 77.90% | 100.00% | - | - |
| Period with return > 10% | 70.91% | 100.00% | - | - |
| Period with return > 15% | 62.66% | 100.00% | - | - |
| Beat % Category | 79.72% | 100.00% | - | - |
| Beat % Benchmark | 77.62% | 100.00% | - | - |
Trailing Returns
Point-to-point returns of Motilal Oswal BSE Enhanced Value ETF-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
10%
20%
-3.8%
-3.2%
-3.4%
YTD
-3.2%
-1.7%
-0.8%
1 M
-2.9%
0.1%
1.5%
6 M
6.5%
1.2%
-0.7%
1 Y
25.6%
13.6%
11.8%
3 Y
12.7%
12.0%
5 Y
13.6%
13.3%
10 Y
Fund
Equity: Value Oriented
BSE Enhanced Value Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -3.81% | -3.24% | -2.88% | 6.45% | 25.56% | - | - | 28.42% |
| Equity: Value Oriented | -3.21% | -1.72% | 0.08% | 1.18% | 13.64% | 12.73% | 13.57% | - |
| BSE Enhanced Value Total Return Index | -3.42% | -0.77% | 1.50% | -0.69% | 11.84% | 11.98% | 13.34% | - |
| Rank in category | 18 | 39 | 27 | 11 | 1 | - | - | - |
| Funds in category | 38 | 42 | 38 | 37 | 30 | 22 | 17 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Motilal Oswal BSE Enhanced Value ETF-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Motilal Oswal BSE Enhanced Value ETF-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Motilal Oswal BSE Enhanced Value ETF-Growth?
Motilal Oswal BSE Enhanced Value ETF-Growth has delivered a 1-year return of 6.45% as of 23 Jul 2026. During the same period, its benchmark BSE Enhanced Value Total Return Index returned -0.69%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Motilal Oswal BSE Enhanced Value ETF-Growth?
Motilal Oswal BSE Enhanced Value ETF-Growth has delivered a 3-year CAGR of 25.56% as of 23 Jul 2026. Its benchmark BSE Enhanced Value Total Return Index returned 11.84% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of Motilal Oswal BSE Enhanced Value ETF-Growth?
The 5-year CAGR for Motilal Oswal BSE Enhanced Value ETF-Growth is shown in the Trailing Returns section above.
What are the returns of Motilal Oswal BSE Enhanced Value ETF-Growth since inception?
Since its launch on 26 Aug 2022, Motilal Oswal BSE Enhanced Value ETF-Growth has delivered a CAGR of 28.42%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Motilal Oswal BSE Enhanced Value ETF-Growth performed vs its category over the long term?
Over the long term, Motilal Oswal BSE Enhanced Value ETF-Growth has ranked 1 out of 30 funds in the Equity: Value Oriented category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Motilal Oswal BSE Enhanced Value ETF-Growth?
The Sharpe ratio of Motilal Oswal BSE Enhanced Value ETF-Growth is 0.98 (as of 23 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Motilal Oswal BSE Enhanced Value ETF-Growth?
The 3Y alpha of Motilal Oswal BSE Enhanced Value ETF-Growth is 12.94% (as of 23 Jul 2026). Alpha measures the excess return generated by the fund over and above its benchmark BSE Enhanced Value Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Motilal Oswal BSE Enhanced Value ETF-Growth?
The beta of Motilal Oswal BSE Enhanced Value ETF-Growth is 1.27 (as of 23 Jul 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark BSE Enhanced Value Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Motilal Oswal BSE Enhanced Value ETF-Growth's beta of 1.27 indicates it is more aggressive than its benchmark.
What are the rolling returns of Motilal Oswal BSE Enhanced Value ETF-Growth?
The average 1-year and 3-year rolling returns of Motilal Oswal BSE Enhanced Value ETF-Growth is 38.02% and 33.63% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.