- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal S&P 500 Index Fund Regular Growth
Motilal Oswal S&P 500 Index Fund Regular Plan Growth
₹ 22.0447
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.0447
NAV (Oct 14)
Fund Returns
Last 1Y | 36% |
Last 3Y | 14.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.4% |
6 Month CAGR | 14.9% |
Scheme Information
The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error.
Expense Ratio | 1.13 |
Launched (0y ago) | 1.13 |
AUM in Crores | 3543.4 |
ISIN | INF247L01AH0 |
Lock-in | - |
Benchmark | S&P 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.7 |
Beta | - |
Sharpe Ratio | 0.5 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal S&P 500 Index Fund (G) | 10,46,902 | 3,14,290 | 14.4% | |
| 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
Apple Inc. (USA)
6.9%Microsoft Corportion (US)
6.7%NVIDIA Corporation (USA)
6.2%Amazon. com Inc. (USA)
3.7%Meta Platforms Inc
2.2%Allocation by Sector
Services
19%Capital Goods
16%Technology
12.6%Healthcare
11.7%Consumer Discretionary
8.3%Comparison with International Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 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 S&P 500 Index Fund Regular Plan Growth Review
Motilal Oswal S&P 500 Index Fund Regular Plan Growth is a International - Others International Equity fund and has delivered an annualised return of 19.364% over a period of 4 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ankush Sood, Rakesh Shetty, Sunil Sawant.
Nav of Motilal Oswal S&P 500 Index Fund as of 10/14/2024 is ₹22.04 with the total AUM as of 10/16/2024 is ₹3543.3949. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal S&P 500 Index Fund was launched on 2020-04-28. The category risk of the fund is null.
The minimum SIP amount for Motilal Oswal S&P 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.
Frequently Asked Questions
What is Motilal Oswal S&P 500 Index Fund?
How to invest in Motilal Oswal S&P 500 Index Fund?
You can invest in Motilal Oswal S&P 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 S&P 500 Index Fund?
The minimum sip amount for Motilal Oswal S&P 500 Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal S&P 500 Index Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 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 S&P 500 Index Fund Regular Plan Growth?
The expense ratio of the Motilal Oswal S&P 500 Index Fund Regular Growth is 1.13% for regular plan.
What is the NAV of Motilal Oswal S&P 500 Index Fund?
Today's Motilal Oswal S&P 500 Index Fund Regular Growth NAV is ₹22.04.