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(%) 19.64 19.68 17.65 N/A
Average Rolling Returns(%) 19.38 15.61 18.51 N/A

The Current NAV of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is ₹27.48.

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 1.13%

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 ₹3,823 Crores.

The Top three stocks are Nvidia Corp Com, Microsoft Corp and Apple Inc and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 38% 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 : 99.49%, Debt : 0.21% and Gold : 0.23%

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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