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(%) | 28.28 | 23.36 | 16.61 | N/A |
| Average Rolling Returns(%) | 21.08 | 17.77 | 18.04 | N/A |
The Current NAV of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is ₹32.25.
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 0.90%
The process for redemption is
The AUM of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is currently ₹4,500 Crores.
The Top three stocks are Nvidia Corp Com, Apple Inc and Microsoft Corp and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 37% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth fund are Others, Miscellaneous and Capital Goods 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 : 99.59%, Debt : 0.20% 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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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
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Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
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Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
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Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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