How are the returns of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth fund?

Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth fund has delivered a CAGR of 1 year: 27.53%, 3 years: 22.3%, 5 years: 15.95%, and 9 years: 0%. However, its average rolling 1 year: 19.48%, 3 years: 16.58%, 5 years: 18.14%, and 9 years: 0.00%.

How much does Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund charge as expense ratio?

Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth expense ratio is 1.15%

How can I redeem my investments in Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged and you will get information about the redemption and the NAV at which redeemed. The amount will be deposited in the designated bank account.

What is the minimum SIP amount of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

The minimum SIP amount for this fund is Rs.N/A and minimum lumpsum is Rs.500.00

Motilal Oswal S&P 500 Index Fund Growth Regular Plan - Latest NAV:₹28.21, Performance, Returns and Fund Review/Analysis

Q: What is the AUM or size of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

The AUM of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is currently 3,936 Crores.

Q: What are the top stock holdings of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

The Top 3 stocks are Nvidia Corp Com, Apple Inc and Microsoft Corp and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 36% of fund’s portfolio respectively.

Q: What are the top sectors Motilal Oswal S&P 500 Index Fund - Regular Plan - Growthfund has invested in?

Top three sectors of funds are Others, Capital Goods and IT accounting for 99% of the total portfolio.

Q: Is it safe to invest in Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

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.

FAQ : Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth

Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	27.53	22.3	15.95	N/A
Average Rolling Returns(%)	19.48	16.58	18.14	N/A

The Current NAV of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is ₹28.21.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.15%

The process for redemption is

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is currently ₹3,936 Crores.

The Top three stocks are Nvidia Corp Com, Apple Inc and Microsoft Corp and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 36% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth fund are Others, Capital Goods and IT accounting for 99% of the total portfolio.

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 S&P 500 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Swapnil P Mayekar and Dishant Mehta manage the Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund.

Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00

The asset allocation of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is Stocks : 99.61%, Debt : 0.13% and Gold : 0.25%

The minimum SIP amount for Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is N/A and minimum lumpsum is ₹500.00

The exit load for Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is 1% on or before 7 days, Nil after 7 days

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FAQ : Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth

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FAQ : Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth

How are the returns of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth fund?

What is the current NAV of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

Should I SIP in Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

How much does Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund charge as expense ratio?

How can I redeem my investments in Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

What is the AUM or size of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

What are the top stock holdings of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

What are the top sectors Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund has invested in?

Is it safe to invest in Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

What is the category of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

Who manages the Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

What is the PE and PB ratio of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund Direct Plan Growth?

What is the asset allocation of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Stocks, Debt and Gold?

What is the minimum SIP amount of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

Is there any Exit Load for Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth Fund?

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.