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Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 39.51 | 18.06 | N/A | N/A |
Average Rolling Returns(%) | 26.53 | 20.48 | N/A | N/A |
The Current NAV of Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth is ₹26.16.
It is better to invest in a fund with a longer track record as Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.88%
The process for redemption is
The AUM of Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth is currently ₹2,019 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 32% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth fund are BFSI, IT and Construction & Infrastructure accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other 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 500 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.
Swapnil P Mayekar manages the Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth Fund.
Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth current PE ratio is 43.89 and PB ratio is 8.33
The asset allocation of Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth is Stocks : 99.91%, Debt : 0.13% and Gold : 0%
The minimum SIP amount for Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days