• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Nifty 500 Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Nifty 500 Fund (Growth)

EquityMulti Cap

20.8187

NAV (Dec 06)

18.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.8187

NAV (Dec 6)

Fund Returns

Last 1Y
16.3%
Last 3Y
19.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
18.7%
6 Month CAGR
17.3%

Scheme Information

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
1.04
Launched (4y ago)
Sep 06, 2019
AUM in Crores
548.294
ISIN
INF247L01940
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.7
Standard Deviation (5yr)
0
Beta (3yr)
1
Beta (5yr)
0
Sharpe Ratio (3yr)
0.965
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Swapnil Mayekar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Nifty 500 Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-06

Top Stock Holdings

hdfc bank ltd

8.4%
8.4%

reliance industries ltd

5.9%
5.9%

icici bank ltd

4.8%
4.8%

infosys ltd

3.7%
3.7%

itc ltd

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

30.5%
30.5%

technology

10.8%
10.8%

consumer cyclical

10.1%
10.1%

industrials

9.7%
9.7%

basic materials

9.1%
9.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 33,012 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

34.3%

21.8%

11.4%

21.9%

32.4%

19.6%

32.4%

19.6%

23.4%

15.6%

Motilal Oswal Nifty 500 Fund (G) Review

Motilal Oswal Nifty 500 Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 18.7% over a period of 4 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Swapnil Mayekar.

Nav of Motilal Oswal Nifty 500 Fund (G) as of 12/6/2023 is ₹20.82 with the total AUM as of 12/7/2023 is ₹548.294. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty 500 Fund (G) was launched on Sep 06, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Nifty 500 Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Nifty 500 Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

Motilal Oswal Nifty 500 Fund (G) is rated as a 0 fund in Equity and delivered 16.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty 500 Fund (G).

Frequently Asked Questions

What is Motilal Oswal Nifty 500 Fund (G)?

Motilal Oswal Nifty 500 Fund (G) is a Multi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Nifty 500 Fund (G)?

You can invest in Motilal Oswal Nifty 500 Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Nifty 500 Fund (G)?

The minimum sip amount for Motilal Oswal Nifty 500 Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal Nifty 500 Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Nifty 500 Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Nifty 500 Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal Nifty 500 Fund (G)?

The expense ratio of the Motilal Oswal Nifty 500 Fund (G) is 1.04% for regular plan.