₹ 13.7024
NAV (Apr 16)
Neutral
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Diversified 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).
Track Record
2 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
104 Cr. Small within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
1.03 %
Expense Ratio
Sep 06, 2019
Launched (2y ago)
₹ 104
AUM in Crores
INF247L01940
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Asset Management Co. Ltd manages assets worth 24,307 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.
Diversified
Top Ranked
₹ 11,816 Cr
Fund Size
4.7%
3Y returns
Ultra Short
Top Ranked
₹ 74 Cr
Fund Size
0.2%
3Y returns
Diversified
Top Ranked
₹ 1,585 Cr
Fund Size
11.5%
3Y returns
Tax Saving
Top Ranked
₹ 2,023 Cr
Fund Size
6.2%
3Y returns
Ultra Short
Top Ranked
₹ 74 Cr
Fund Size
N/A
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Motilal Oswal Nifty 500 Fund (G) is a diversified equity fund and has delivered an annualised return of 21.6% over a period of 2 years ..The fund is managed by Motilal Oswal Asset Management Co. Ltd.The fund manager’s name is Swapnil Mayekar.
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. However, there is no assurance that the objective of the scheme will be realized.
The Motilal Oswal Nifty 500 Fund (G) fund was launched on Sep 06, 2019. The NAV (Net Asset Value) of this diversified equity as of 2021-04-16 is ₹ 13.7024. The total AUM (Asset Under Management) of the fund as of 2021-04-17 is ₹ 103.480. The category risk of the Motilal Oswal Nifty 500 Fund (G) fund is Very High Risk. The fund charges 1.03 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.0% in this asset class. The top three holdings of the fund are hdfc bank ltd,reliance industries ltd shs dematerialised and infosys ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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
Motilal Oswal Nifty 500 Fund (G) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Nifty 500 Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.