Motilal Oswal S&P 500 Index Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
0.55 %
Expense Ratio
Rating
2,878
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 20.2% | 14.5% | - | 15.4% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Other Foreign
Vanguard S&P 500 ETF
Net CA & Others
Advance Ratio
4.92
Alpha
4.15
SD
0.49
Beta
0.96
Sharpe
Exit Load
| Exit Load | 1% - If redeemed on or before 7 days from the date of allotment. Nil - If redeemed after 7 days from the date of allotment. |
|---|
Fund Objective
The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Managers
Ankush Sood
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 63
-
15%Fund Size - 63
-
24.3%Fund Size - 63
-
12.2%Fund Size - 63
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- Other .
- Index .
-
- 12,092
-
16.9%Fund Size - 12,092
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22.5%Fund Size - 12,092
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13.5%Fund Size - 12,092
-
- Other .
- Index .
-
- 4,976
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16.8%Fund Size - 4,976
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22.4%Fund Size - 4,976
-
13.4%Fund Size - 4,976
-
- Other .
- Index .
-
- 997
-
16.8%Fund Size - 997
-
22.4%Fund Size - 997
-
13.4%Fund Size - 997
-
- Other .
- Index .
-
- 541
-
16.7%Fund Size - 541
-
22.1%Fund Size - 541
-
13.1%Fund Size - 541
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu-
llah sayani road opp parel st
depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com
Frequently Asked Questions
How to invest in Motilal Oswal S&P 500 Index Fund – Direct Growth ?
You can invest in Motilal Oswal S&P 500 Index Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Motilal Oswal S&P 500 Index Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Motilal Oswal S&P 500 Index Fund – Direct Growth ?
The NAV of Motilal Oswal S&P 500 Index Fund – Direct Growth is ₹16.3 as of 29 September 2023.
How to redeem Motilal Oswal S&P 500 Index Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Motilal Oswal S&P 500 Index Fund – Direct Growth?
The minimum SIP amount of Motilal Oswal S&P 500 Index Fund – Direct Growth is ₹500
How can I redeem my investments in Motilal Oswal S&P 500 Index Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal S&P 500 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal S&P 500 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Motilal Oswal S&P 500 Index Fund – Direct Growth generated ?
The Motilal Oswal S&P 500 Index Fund – Direct Growth has delivered 15.4% since inception
What is the expense ratio of Motilal Oswal S&P 500 Index Fund – Direct Growth ?
The expense ratio of Motilal Oswal S&P 500 Index Fund – Direct Growth is 0.55 % as of 29 September 2023.
What is the AUM of Motilal Oswal S&P 500 Index Fund – Direct Growth?
The AUM of Motilal Oswal S&P 500 Index Fund – Direct Growth is ₹35,484 Cr as of 29 September 2023
What are the top stock holdings of Motilal Oswal S&P 500 Index Fund – Direct Growth?
The top stock holdings of Motilal Oswal S&P 500 Index Fund – Direct Growth are
- Other Foreign - 98.35%
- Vanguard S&P 500 ETF - 1.55%
- Net CA & Others - 0.1%
Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal S&P 500 Index Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Motilal Oswal S&P 500 Index Fund – Direct Growth based on your investment objective and risk tolerance.