- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty 500 Index Fund Regular Growth
Multi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.3781
NAV (Oct 15)
Fund Returns
Last 1Y | 35.8% |
Last 3Y | 14.5% |
Last 5Y | 20.7% |
Last 10Y | NA |
Since Inception | 20.9% |
6 Month CAGR | 14.3% |
Scheme Information
The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error.
Expense Ratio | 0.88 |
Launched (0y ago) | 0.88 |
AUM in Crores | 2103 |
ISIN | INF247L01940 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.3 |
Beta | 1 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Nifty 500 Index Fund (G) | 12,38,960 | 5,06,348 | 20.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.4%Reliance Industries Ltd.
5.3%ICICI Bank Ltd.
4.5%Infosys Ltd.
3.5%ITC Ltd.
2.4%Allocation by Sector
Financial
25.2%Energy
11.4%Technology
9.5%Automobile
7.4%Consumer Staples
7.3%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 23.5% | ||
26.7% | 28.3% | ||
4.9% | 4.2% | ||
35% | 25.2% | ||
26.1% | 19.3% |
Motilal Oswal Nifty 500 Index Fund Regular Plan Growth Review
Motilal Oswal Nifty 500 Index Fund Regular Plan Growth is a Multi Cap Equity fund and has delivered an annualised return of 20.896% over a period of 5 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is Swapnil P Mayekar.
Nav of Motilal Oswal Nifty 500 Index Fund as of 10/15/2024 is ₹26.38 with the total AUM as of 10/16/2024 is ₹2102.9899. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty 500 Index Fund was launched on 2019-09-06. The category risk of the fund is Above Average.
The minimum SIP amount for Motilal Oswal Nifty 500 Index Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Nifty 500 Index Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
It is rated as a 2 fund in Equity and delivered 35.822% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty 500 Index Fund.
Frequently Asked Questions
What is Motilal Oswal Nifty 500 Index Fund?
How to invest in Motilal Oswal Nifty 500 Index Fund?
You can invest in Motilal Oswal Nifty 500 Index Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Nifty 500 Index Fund?
The minimum sip amount for Motilal Oswal Nifty 500 Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Nifty 500 Index Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Nifty 500 Index Fund Regular Plan Growth?
The expense ratio of the Motilal Oswal Nifty 500 Index Fund Regular Growth is 0.88% for regular plan.
What is the NAV of Motilal Oswal Nifty 500 Index Fund?
Today's Motilal Oswal Nifty 500 Index Fund Regular Growth NAV is ₹26.38.