COMPARE
Mirae Asset Nifty SDL June 2028 Index Fund - Direct Plan - Growth vs Motilal Oswal BSE Enhanced Value Index Fund-Direct plan
Mirae Asset Nifty SDL June 2028 Index Fund and Motilal Oswal BSE Enhanced Value Index Fund- are both in the Index Funds category, from Mirae Asset Investment Managers (India) Pvt. Ltd and Motilal Oswal Asset Management Company Limited respectively. Mirae Asset Nifty SDL June 2028 Index Fund has posted a higher 3-year rolling CAGR. Mirae Asset Nifty SDL June 2028 Index Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Mirae Asset Nifty SDL June 2028 Index Fund has the lower direct-plan expense ratio, by 0.33 percentage points.
| Mirae Asset Nifty SDL June 2028 Index Fund - Direct Plan - Growth | Motilal Oswal BSE Enhanced Value Index Fund-Direct plan | |
|---|---|---|
| Category | Index Funds | Index Funds |
| AMC | Mirae Asset Investment Managers (India) Pvt. Ltd | Motilal Oswal Asset Management Company Limited |
| Benchmark | Nifty SDL June 2028 Index | BSE Enhanced Value Index TRI |
| NAV | ₹12.8694 (2026-10-28) | ₹25.3562 (2026-10-28) |
| AUM | ₹80.022 Cr | ₹2,120.84 Cr |
| Expense Ratio (Direct) | 0.19% | 0.52% |
| Inception | 2023-03-20 | 2022-07-29 |
Returns
Mirae Asset Nifty SDL June 2028 Index Fund leads on 3-year rolling CAGR (7.6% vs Motilal Oswal BSE Enhanced Value Index Fund-'s 32.0%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
This fund tracks an index, so measuring alpha against that same index would only report its tracking error.
Portfolio Analytics
Punji Fund Health Score
Motilal Oswal BSE Enhanced Value Index Fund- has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Mirae Asset Nifty SDL June 2028 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund-?
Mirae Asset Nifty SDL June 2028 Index Fund's 3-year rolling CAGR of 7.6% is higher than Motilal Oswal BSE Enhanced Value Index Fund-'s 32.0%. Mirae Asset Nifty SDL June 2028 Index Fund sits in the 24th percentile of its category on this metric, versus the 100th percentile for Motilal Oswal BSE Enhanced Value Index Fund- - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Mirae Asset Nifty SDL June 2028 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund-?
Mirae Asset Nifty SDL June 2028 Index Fund's direct-plan expense ratio is 0.33 percentage points lower than Motilal Oswal BSE Enhanced Value Index Fund-'s. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Why don't Mirae Asset Nifty SDL June 2028 Index Fund and Motilal Oswal BSE Enhanced Value Index Fund- show risk metrics like Sharpe ratio or alpha?
This fund tracks an index, so measuring alpha against that same index would only report its tracking error. This is a deliberate methodology choice, not missing data - risk metrics like alpha and Sharpe ratio are most meaningful for actively-managed funds where a manager makes decisions that can add or subtract value versus a benchmark. For a fund that mechanically tracks an index, the equivalent useful metric is tracking error (how closely it follows its index), not alpha.
Which has higher AUM, Mirae Asset Nifty SDL June 2028 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund-?
Motilal Oswal BSE Enhanced Value Index Fund- has ₹2,121 Cr in assets under management, versus ₹80 Cr for Mirae Asset Nifty SDL June 2028 Index Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Mirae Asset Nifty SDL June 2028 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund-?
Motilal Oswal BSE Enhanced Value Index Fund- launched on 2022-07-29, making it older than Mirae Asset Nifty SDL June 2028 Index Fund (launched 2023-03-20). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.