Motilal Oswal Mutual Fund

Motilal Oswal BSE Enhanced Value ETF-Growth

Equity: Value Oriented - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Value OrientedBenchmark: BSE Enhanced Value Total Return IndexCheck Portfolio Overlap →
₹105.9+1.17%
09 Oct 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.
Name1 Y3 Y5 Y10 Y
Fund-0.25%-0.51%--
Avg. of funds with same benchmark-0.25%-0.51%--

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.
Metric1 Yr Rolling Returns3 Yr Rolling Returns5 Yr Rolling Returns7 Yr Rolling Returns
Analysis period01 Sep, 2023 - 09 Oct, 202609 Sep, 2025 - 09 Oct, 2026--
Average returns36.03%31.63%--
Standard deviation34.94%4.99%--
Best returns109.18%
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
18.06%
3 years ending on 08 Oct, 2026
--
Period with positive return85.81%100.00%--
Period with return > 5%78.13%100.00%--
Period with return > 10%69.79%100.00%--
Period with return > 15%58.72%100.00%--
Beat % Category81.12%100.00%--
Beat % Benchmark79.17%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%
-9.7%
-7.0%
-7.7%
YTD
-5.6%
-4.5%
-4.8%
1 M
-7.3%
-2.6%
-0.1%
6 M
-1.9%
-3.1%
-5.1%
1 Y
19.3%
11.5%
9.5%
3 Y
10.9%
8.4%
5 Y
13.1%
12.4%
10 Y
Fund
Equity: Value Oriented
BSE Enhanced Value Total Return Index
NameYTD1 M6 M1 Y3 Y5 Y10 YSince Inception
Fund-9.73%-5.58%-7.32%-1.91%19.26%--24.85%
Equity: Value Oriented-6.95%-4.55%-2.64%-3.05%11.45%10.92%13.14%-
BSE Enhanced Value Total Return Index-7.68%-4.75%-0.14%-5.06%9.52%8.40%12.45%-
Rank in category253130141---
Funds in category38444038302417-

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 -1.91% as of 9 Oct 2026. During the same period, its benchmark BSE Enhanced Value Total Return Index returned -5.06%. 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 19.26% as of 9 Oct 2026. Its benchmark BSE Enhanced Value Total Return Index returned 9.52% 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 24.85%. 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 0.64 (as of 9 Oct 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 8.54% (as of 9 Oct 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 1.22 (as of 9 Oct 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 1.22 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 36.03% and 31.63% 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.