Motilal Oswal S&P BSE Enhanced Value ETF Fund

The Motilal Oswal S&P BSE Enhanced Value ETF Fund, managed by Motilal Oswal Asset Management Company, aims to replicate returns of the BSE Enhanced Value Total Return Index, focusing on value investments.

This fund utilizes a tracking approach to align with its benchmark, the BSE Enhanced Value Total Return Index, although tracking error specifics are not disclosed, indicating a focus on investment fidelity.

The portfolio is concentrated with significant weight in financial services and oil sectors, featuring top holdings like Bharat Petroleum Corp Ltd. at 8.5% and State Bank of India at 8.1%, presenting potential concentration risks.

Performance reflects a challenging year with a 1Y change of -5.3%, contrasted by a robust 3Y CAGR of 36.8%, indicating volatility but strong long-term growth potential within its value investment strategy.

With an AUM of ₹114.6 Cr and an expense ratio of 0.31%, the fund is relatively accessible, managed by experienced professionals, ensuring operational efficiency and liquidity for investors.