Motilal Oswal BSE Enhanced Value Index Fund vs UTI Nifty 500 Value 50 Index Fund
Motilal Oswal BSE Enhanced Value Index Fund (Direct) and UTI Nifty 500 Value 50 Index Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Index Funds schemes — see the best index funds for the full ranking.
Head to head
NAVs as of 26 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 12 May 2023 – 26 Aug 2026, limited by UTI Nifty 500 Value 50 Index Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Motilal Oswal BSE Enhanced Value Index Fund | UTI Nifty 500 Value 50 Index Fund | Nifty 500 |
|---|---|---|---|
| 12 May 2023 | ₹100.00 | ₹100.00 | ₹100.00 |
| 20 Aug 2023 | ₹114.57 | ₹113.75 | ₹108.27 |
| 28 Nov 2023 | ₹136.25 | ₹134.99 | ₹114.63 |
| 08 Mar 2024 | ₹188.00 | ₹181.40 | ₹132.03 |
| 16 Jun 2024 | ₹204.09 | ₹202.95 | ₹143.53 |
| 24 Sep 2024 | ₹211.34 | ₹208.58 | ₹157.58 |
| 02 Jan 2025 | ₹190.51 | ₹189.70 | ₹147.44 |
| 12 Apr 2025 | ₹181.14 | ₹178.36 | ₹134.09 |
| 21 Jul 2025 | ₹206.27 | ₹199.16 | ₹151.05 |
| 30 Oct 2025 | ₹220.48 | ₹211.80 | ₹154.04 |
| 07 Feb 2026 | ₹238.81 | ₹227.76 | ₹151.41 |
| 18 May 2026 | ₹221.87 | ₹227.77 | ₹145.12 |
| 26 Aug 2026 | ₹222.98 | ₹226.64 | ₹151.91 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Motilal Oswal BSE Enhanced Value Index Fund and UTI Nifty 500 Value 50 Index Fund duplicate 58% of their equity book — holding both adds concentration, not diversification.
Shared holdings — Motilal Oswal BSE Enhanced Value Index Fund vs UTI Nifty 500 Value 50 Index Fund
| Stock | Motilal Oswal BSE Enhanced Value Index Fund | UTI Nifty 500 Value 50 Index Fund | |
|---|---|---|---|
| Oil & Natural Gas Corporation Ltd | 7.06% | 5.12% | 5.12% |
| Hindalco Industries Ltd | 8.12% | 5.06% | 5.06% |
| State Bank of India | 7.67% | 5.04% | 5.04% |
| Tata Motors Ltd | 8.18% | 4.93% | 4.93% |
| Coal India Ltd | 6.91% | 4.75% | 4.75% |
| Bharat Petroleum Corporation Ltd | 7.17% | 4.23% | 4.23% |
| Indian Oil Corporation Ltd | 6.81% | 3.55% | 3.55% |
| Power Finance Corporation Ltd | 4.79% | 3.04% | 3.04% |
| Hindustan Petroleum Corporation Ltd | 4.63% | 2.59% | 2.59% |
| GAIL (India) Ltd | 4.58% | 2.29% | 2.29% |
| REC Ltd | 3.26% | 2.23% | 2.23% |
| Bank Of Baroda | 3.89% | 1.92% | 1.92% |
| Indusind Bank Ltd | 2.43% | 1.84% | 1.84% |
| Canara Bank | 3.37% | 1.74% | 1.74% |
| Punjab National Bank | 2.81% | 1.64% | 1.64% |
9 more stocks in common. 24 shared of 30 / 50 positions. Weights are shown as a share of each fund's equity book.
| Metric | Motilal Oswal · Direct NAV ₹27.69 Very High risk ★★★★☆ | UTI · Direct NAV ₹22.45 Very High risk ★★★★☆ | Category median Index Funds · 377 funds |
|---|---|---|---|
| +14.19% | +18.44%Best in row | +6.03% | |
| +24.55% | +25.63%Best in row | +8.86% | |
| +27.62% | +28.23%Best in row | +7.69% | |
| +20.01%Best in row | +16.29% | — | |
| +32.00%Best in row | +28.24% | +12.71% | |
| Risk | |||
| 21.47% | 20.81%Best in row | 13.89% | |
| 0.84 | 0.92Best in row | 0.31 | |
| 1.13 | 1.22Best in row | 0.43 | |
| -21.81%Best in row | -22.63% | -16.12% | |
| +10.78% | +11.90%Best in row | +0.78% | |
| 1.25 | 1.14 | 1.00 | |
| 149.4%Best in row | 141.3% | 102.2% | |
| 109.8% | 90.5%Best in row | 97.6% | |
| 0.52%Best in row | 0.80% | 0.36% | |
| ₹2,077Cr | ₹729.68Cr | ₹182.17Cr | |
| 1.00% | None | — | |
| ₹500 | ₹1.00K | — | |
| 36% | 44% | 35% | |
| Rakesh Shetty | Sharwan Kumar Goyal | — | |
| 26 Aug 2022 | 12 May 2023 | — | |
| 30 | 50 | — | |
| 65.7% | 48.8% | — | |
| 0.3% | 0.1% | — | |
7 rows carry the same value for every fund — show
- 5Y return (CAGR)
- —
- 10Y return (CAGR)
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- 5Y rolling avg
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- 10Y rolling avg
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- Benchmark
- Nifty 500
- Lock-in
- None
- Min SIP
- ₹500
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Motilal Oswal BSE Enhanced Value Index Fund or UTI Nifty 500 Value 50 Index Fund?
Over the last 3 years, UTI Nifty 500 Value 50 Index Fund returned +25.63% CAGR against Motilal Oswal BSE Enhanced Value Index Fund's +24.55%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Motilal Oswal BSE Enhanced Value Index Fund or UTI Nifty 500 Value 50 Index Fund?
Motilal Oswal BSE Enhanced Value Index Fund has the lower expense ratio: Motilal Oswal BSE Enhanced Value Index Fund charges 0.52% a year against UTI Nifty 500 Value 50 Index Fund's 0.80%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Motilal Oswal BSE Enhanced Value Index Fund or UTI Nifty 500 Value 50 Index Fund?
Motilal Oswal BSE Enhanced Value Index Fund has shown higher volatility (+21.47% annualized vs UTI Nifty 500 Value 50 Index Fund's +20.81%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Motilal Oswal BSE Enhanced Value Index Fund -21.81% vs UTI Nifty 500 Value 50 Index Fund -22.63%.
Which fund manages more money — Motilal Oswal BSE Enhanced Value Index Fund or UTI Nifty 500 Value 50 Index Fund?
Motilal Oswal BSE Enhanced Value Index Fund is the larger fund: Motilal Oswal BSE Enhanced Value Index Fund manages ₹2,077Cr against UTI Nifty 500 Value 50 Index Fund's ₹729.68Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Motilal Oswal BSE Enhanced Value Index Fund and UTI Nifty 500 Value 50 Index Fund in the same category?
Yes — both are Index Funds schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.