Performance
| Performance as on 31st July 2025 |
|---|
| Index | 1 Yr | 2 Yrs. | 3 Yrs. | 4 Yrs. | 5 Yrs. | 6 Yrs. | 7 Yrs. | 10 Yrs |
|---|
| BSE 500 Enhanced Value 50 | -13.6% | 28.2% | 34.4% | 23.9% | 34.5% | 23.9% | 15.8% | 12.9% |
| Sensex (Large Cap) | -0.7% | 10.5% | 12.1% | 11.5% | 16.6% | 13.7% | 11.6% | 11.2% |
| BSE 100 (Large Cap) | -1.8% | 13.5% | 13.9% | 12.7% | 18.4% | 15.0% | 12.2% | 11.6% |
| BSE 500 (Multi/Flexi Cap) | -3.2% | 15.3% | 15.4% | 13.4% | 20.2% | 16.6% | 13.0% | 12.3% |
Source :- Bloomberg, BSE, BALIC Research. Past performance is not indicative of future performance. More than 1 Year returns are CAGR returns.
|
- Over medium to long term ( 2Yrs, 3 Yrs, 4 Yrs, 5 Yrs, 7 Yrs. & 10 Yrs.), BSE 500 Enhanced Value 50 Index has outperformed other market cap (large cap & multi cap) indices by a considerable margin.
| Calendar Year Wise Performance |
|---|
| Index | CY15 | CY16 | CY17 | CY18 | CY19 | CY20 | CY21 | CY22 | CY23 | CY24 | CY25 - Till July'25 |
|---|
| BSE 500 Enhanced Value 50 | -5.6% | 10.6% | 55.3% | -33.7% | -12.1% | 6.8% | 39.6% | 21.0% | 60.3% | 21.6% | 0.4% |
| Sensex (Large Cap) | -5.0% | 1.9% | 27.9% | 5.9% | 14.4% | 15.8% | 22.0% | 4.4% | 18.7% | 8.2% | 3.9% |
| BSE 100 (Large Cap) | -3.2% | 3.6% | 31.5% | 1.2% | 9.6% | 15.2% | 25.0% | 4.5% | 21.5% | 12.0% | 3.6% |
| BSE 500 (Multi/Flexi Cap) | -0.8% | 3.8% | 35.9% | -3.1% | 7.8% | 16.8% | 30.1% | 3.3% | 24.8% | 14.5% | 2.3% |
Source :- Bloomberg, BSE, BALIC Research. Past performance is not indicative of future performance.
|
- Out of 10 calendar years, BSE 500 Enhanced Value 50 Index, has outperformed the Sensex, BSE 100, BSE 500 index in 6 years each.
- In the bull run, Index is tend to outperform however during the bear market it fell significantly, suggests Index has high beta with respect to broader market indices. High Risk-High Return proposition.
Investment Growth of Rs 100, over 10-year period (as on 31st July 2025)
Source: BSE, Bloomberg, BALIC Research, Past performance is not indicative of future performance
- BSE 500 Enhanced Value 50 Index has reasonably outperformed broader market indices in the long term
Monthly SIP Growth of Rs 10,000 over 10-year period (as on 31st July 2025)
- Returns from SIP in BSE 500 Enhanced Value 50 Index significantly outpaced broader market-cap oriented indices in the long-Term
Source: BSE, Bloomberg, BALIC Research
Past performance is not indicative of future performance
Note – The above XIRR calculation is based on assumptions such as 1. no cost included while investing, 2. monthly investment on every first working day of each month for last 10 years & 3. there is no such restrictions in terms of investment in respective indices. The above graphical representation of monthly SIP growth in each index should be considered for illustration purposes only.
Risk
Data Source: BSE, BALIC Research
Past performance is not indicative of future performance
Note:- 5 Years period is taken for return (price return) & risk (standard deviation) as on 31st July 2025. Average daily standard deviation annualized
-Calculator.svg)
An ISO 9001:2015 
