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(%) | 31.53 | 14.65 | N/A | N/A |
Average Rolling Returns(%) | 15.57 | 14.70 | N/A | N/A |
The Current NAV of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is ₹18.73.
It is better to invest in a fund with a longer track record as Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P 500 - TRI 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
The AUM of Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is currently ₹3,290 Crores.
The Top three stocks are Microsoft Corp, Apple Inc and Nvidia Corp Com and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 32% 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 Equity - Thematic Fund - Global 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 Equity - Thematic Fund - Global.
Ankush Sood and Rakesh Shetty 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 : 99.71%, Debt : 0.05% and Gold : 0.21%
The minimum SIP amount for Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth is ₹500.00 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