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

Motilal Oswal Nifty 500 Fund (Growth)

EquityMulti Cap

16.5357

NAV (Feb 01)

16.1%
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

16.5357

NAV (Feb 1)

Fund Returns

Last 1Y

0.2%

Last 3Y

14.7%

Last 5Y

NA

Last 10Y

NA

Since Inception

16.1%

6 Month CAGR

1.6%

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

1.05

Launched (4y ago)

Sep 06, 2019

AUM in Crores

380.407

ISIN

INF247L01940

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.4

Standard Deviation (5yr)

0

Beta (3yr)

0.98

Beta (5yr)

0

Sharpe Ratio (3yr)

0.59

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% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-02-01

Top Stock Holdings

reliance industries ltd

7.3%
7.3%

hdfc bank ltd

5.9%
5.9%

icici bank ltd

5.2%
5.2%

infosys ltd

4.6%
4.6%

housing development finance corp ltd

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

31.3%
31.3%

technology

11.2%
11.2%

energy

10%
10%

basic materials

9.4%
9.4%

consumer cyclical

9.2%
9.2%
See all sectors

Compare Motilal Oswal Nifty 500 Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,477 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.2%

    18%

    20.9%

    19.8%

    11.4%

    13%

    9.2%

    9.9%

    10.9%

    12.5%

    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 16.1% over a period of 3 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 2/1/2023 is ₹16.54 with the total AUM as of 2/2/2023 is ₹380.407. 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 0.2% 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 1.05% for regular plan.