Motilal Oswal S&P 500 Index Fund
500
Min SIP
500
Min Lumpsum
0.57 %
Expense Ratio
Rating
2,664
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.6% | 15.2% | - | 16.3% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Other Foreign
Vanguard S&P 500 ETF
Net CA & Others
Advance Ratio
0.33
Alpha
4.25
SD
0.46
Beta
0.28
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 .
-
- 10,614
-
12.7%Fund Size - 10,614
-
25.8%Fund Size - 10,614
-
12.6%Fund Size - 10,614
-
- Other .
- Index .
-
- 4,465
-
12.7%Fund Size - 4,465
-
25.7%Fund Size - 4,465
-
12.5%Fund Size - 4,465
-
- Other .
- Index .
-
- 753
-
12.7%Fund Size - 753
-
25.7%Fund Size - 753
-
12.5%Fund Size - 753
-
- Other .
- Index .
-
- 425
-
13.8%Fund Size - 425
-
25.7%Fund Size - 425
-
13.1%Fund Size - 425
-
- Other .
- Index .
-
- 59
-
12.7%Fund Size - 59
-
25.4%Fund Size - 59
-
12.3%Fund Size - 59
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
33,029 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 ?
You can invest in Motilal Oswal S&P 500 Index Fund 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 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 ?
The NAV of Motilal Oswal S&P 500 Index Fund is ₹15.9 as of 31 May 2023.
How to redeem Motilal Oswal S&P 500 Index Fund 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?
The minimum SIP amount of Motilal Oswal S&P 500 Index Fund is ₹500
How much returns have Motilal Oswal S&P 500 Index Fund generated ?
The Motilal Oswal S&P 500 Index Fund has delivered 16.3% since inception
What is the expense ratio of Motilal Oswal S&P 500 Index Fund ?
The expense ratio of Motilal Oswal S&P 500 Index Fund is 0.57 % as of 31 May 2023.
What is the AUM of Motilal Oswal S&P 500 Index Fund?
The AUM of Motilal Oswal S&P 500 Index Fund is ₹33,029 Cr as of 31 May 2023
What are the top stock holdings of Motilal Oswal S&P 500 Index Fund?
The top stock holdings of Motilal Oswal S&P 500 Index Fund are
- Other Foreign - 98.35%
- Vanguard S&P 500 ETF - 1.55%
- Net CA & Others - 0.1%