- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty 500 Fund (Growth)
Multi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.8792
NAV (Apr 22)
Fund Returns
Last 1Y | 38.5% |
Last 3Y | 19.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.6% |
6 Month CAGR | 19.3% |
Scheme Information
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 (5y ago) | Sep 06, 2019 |
AUM in Crores | 740.885 |
ISIN | INF247L01940 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.93 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Nifty 500 Fund (Growth) | 11,90,618 | 4,58,006 | 19.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
6.7%reliance industries ltd
6.2%icici bank ltd
4.7%infosys ltd
3.3%larsen & toubro ltd
2.7%Allocation by Sector
financial services
28.8%industrials
10.7%consumer cyclical
10.7%technology
10.1%energy
9.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
37% | 22.8% | ||
26.8% | 24% | ||
4.3% | 4.1% | ||
10.6% | 22.3% | ||
4.3% | 3.3% |
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 19.6% 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 4/22/2024 is ₹22.88 with the total AUM as of 4/23/2024 is ₹740.885. 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 Nifty 500 TR INR.
Motilal Oswal Nifty 500 Fund (G) is rated as a 2 fund in Equity and delivered 38.5% 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)?
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 Neutral 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.