Archive · 5 Dec 2025
Value Fund Outperforms Small and Mid Cap Schemes
A value fund called Motilal Oswal BSE Enhanced Value Index Fund has done really well in the last three years.
It has made more money than some other popular funds that invest in smaller companies.
This fund looks for stocks that are not as expensive as they should be, which is called value investing.
It has grown a lot, turning 5 lakh rupees into more than 11 lakh rupees in just three years.
The fund's top investments include big companies like Indian Oil and State Bank of India.
Even though other investing styles might seem more exciting, value investing has proven to be a reliable way to make money.
Motilal Oswal BSE Enhanced Value Index Fund Direct has outperformed top small and mid-cap mutual funds over the past three years.
The fund's 3-year CAGR is 31.13%, higher than the 30.86% of Bandhan Small Cap Fund and 27.89% of Invesco India Mid Cap Fund.
An investment of ₹5 lakh in the fund three years ago would have grown to ₹11.27 lakh, a 125.46% return.
The fund replicates the BSE Enhanced Value Total Return Index and has top holdings in Indian Oil Corporation, State Bank of India, and Hindalco Industries.
Value investing focuses on identifying undervalued stocks and has proven to be a reliable strategy over time.
- Who
- Motilal Oswal BSE Enhanced Value Index Fund Direct
- What
- Outperformed top small and mid-cap mutual funds
- When
- Over the past three years
- Where
- India
- Why
- Due to its value investing strategy focusing on undervalued stocks
- Fund Name
- Motilal Oswal BSE Enhanced Value Index Fund Direct
- 3-Month Gain %
- 11.12
- 6-Month Gain %
- 10.72
- 1-Year Gain %
- 10.73
- 2-Year CAGR %
- 23.64
- 3-Year CAGR %
- 31.13
- Top Holdings
- Indian Oil Corporation, State Bank of India, Hindalco Industries