Скачать или смотреть Hidden GEM? Motilal Oswal BSE Enhanced Value Index Fund – Full Review for Beginners

Motilal Oswal BSE Enhanced Value Index Fund is a Smart Beta Index Fund that follows the BSE Enhanced Value Index – an index that selects stocks based on value factors like low price-to-book, low P/E, high dividend yield and valuation screens.

In this video by The Doctor Trader, we review this fund in detail – what it is, how it works, long-term return expectations, category comparison and whether you should invest in 2026.

🎯 What You Will Learn:
• What is a Smart Beta Value Index Fund?
• How Motilal Oswal BSE Enhanced Value Index portfolio is selected
• Value Factor – why cheap stocks may outperform in long term
• Returns history – what to realistically expect
• Expense ratio, AUM & tracking difference
• Who should invest & who should avoid it
• SIP vs Lump Sum – best way to enter

📌 Pros:
• Automated value stock selection
• Low cost vs active mutual funds
• Diversified value exposure
• Smart beta without fund manager bias

⚠️ Cons / Risks:
• Underperforms growth stocks in bull markets
• Value cycles can stay out-of-favor for years
• Higher volatility than Nifty 50 Index
• Not ideal for beginners expecting stable returns

👤 Suitable For:
• Long-term investors (5+ years)
• People who believe in value investing
• Investors who already own Nifty / Index base & want factor diversification

🚫 Not Recommended For:
• Beginners who want simple SIP returns
• Short-term investors (less than 3 years)
• People who want low volatility & stability

📢 My Suggestion:
Use this only as a satellite allocation (10–20% of portfolio max) after building a core index + flexicap foundation.



#motilaloswal #smartbeta #valueinvesting #indexfundindia #mutualfundindia #thedoctortrader #valueindexfund