Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 22.39 | 13.73 | N/A | N/A |
Average Rolling Returns(%) | 23.51 | 19.47 | N/A | N/A |
The Current NAV of Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan is ₹20.02.
It is better to invest in a fund with a longer track record as Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.
Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.16%
The process for redemption is
The AUM of Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan is currently ₹478 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 29% of its portfolio. Top 5 and 10 stocks of fund account for 39% and 56% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan fund are BFSI, IT and Oil & Gas accounting for 57% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Nifty it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Nifty.
Swapnil P Mayekar manages the Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan Fund.
Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan current PE ratio is 31.54 and PB ratio is 5.97
The asset allocation of Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan is Stocks : 99.84%, Debt : 0.15% and Gold : 0%
The minimum SIP amount for Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Nifty 50 Index Fund - Growth - Direct Plan is Nil