Motilal Oswal BSE Enhanced Value Index Fund

Ticker: mf13194
Decent 66/100

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Business Overview

The Motilal Oswal BSE Enhanced Value Index Fund is designed for investors seeking exposure to value stocks in the Indian market. This fund aims to replicate the performance of the BSE Enhanced Value Index, making it ideal for those looking to invest in fundamentally strong companies at attractive valuations. It matters because it offers diversification and the potential for long-term capital appreciation. With professional management and a focus on value investing, this fund is a strategic choice for both novice and seasoned investors.

  • Targets value stocks in India
  • Replicates BSE Enhanced Value Index
  • Ideal for long-term capital appreciation
  • Diversifies investment portfolio
  • Professionally managed for optimal performance

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversification in equity exposure
  • Potential for long-term capital growth
  • Low expense ratio
  • Access to quality stocks
Risks ⚠️
  • Market volatility impacts returns
  • Limited liquidity in certain conditions
  • Regulatory changes affecting funds
  • Dependence on market trends
  • Potential for lower short-term gains
📊 Stock Investment Checklist (100 Points)
Motilal Oswal BSE Enhanced Value Index Fund • Updated: 2025-09-29 14:09:23
  • 10
    Business
    High
    The fund is focused on value investing in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in the underlying assets.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are competitive compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential for steady growth with a focus on value investing, but investors should be cautious of execution risks and governance issues.


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