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Motilal Oswal BSE Enhanced Value Index — direct growth
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 15.0%
Annualised volatility 19.0%
Sleeve global-value
Historical CAGR — trailing (not forward estimates)
| 3Y |
|---|
| 28.0% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (15.0%) is used for optimization.
Risk notes
YOUR INDIA LOW-PE VALUE PICK. Tracks BSE Enhanced Value TRI — 30 cheapest large/midcaps by P/E+P/B+P/S. Rules-based value INDEX = near-zero churn for you (rebalances internally like GVAL does globally). ER 0.49% (index-cheap), AUM ~₹2,200 cr, ~28-30% since launch (short history, value re-rated recently — don't extrapolate). Multi-metric not pure low-PE; concentrated 30 stocks so swings vs broad market. Value+passive+low-cost+India = your thesis domestically.
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