- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty 500 Index Fund Direct 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).
Motilal Oswal Nifty 500 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,30,072
Wealth Gained14,62,684
Total Corpus Created (₹)
With CAGR of 26.633 % in 5 yearsHistorical NAV
₹ 24.4959
NAV (Apr 3)
Fund Returns
Last 1Y | 3.7% |
Last 3Y | 12.7% |
Last 5Y | 26.6% |
Last 10Y | - |
Since Inception | 17.4% |
6 Month CAGR | -10.3% |
Scheme Information
The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error.
Expense Ratio | 0.2 % |
Launched 5Y ago | 2019-09-06 |
AUM in Crores | 1906.9 |
ISIN | INF247L01957 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.4 |
Beta | 1 |
Sharpe Ratio | 0.5 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Nifty 500 Index Fund Direct (G) | 14,62,684 | 7,30,072 | 26.6% | |
| 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.
6.37%Reliance Industries Ltd.
5.33%ICICI Bank Ltd.
4.48%Infosys Ltd.
3.53%ITC Ltd.
2.4%
Allocation by Sector
Financial
28.21%Technology
9.91%Energy
9.88%Consumer Staples
6.96%Services
6.73%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr | ||
₹ 60,177 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28% | 23.5% | ||
24% | 23.3% | ||
22.6% | 17.5% | ||
20.5% | 18.1% | ||
20% | 25% |
Motilal Oswal Nifty 500 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,30,072
Wealth Gained14,62,684
Total Corpus Created (₹)
With CAGR of 26.633 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal Nifty 500 Index Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal Nifty 500 Index Fund Direct Growth?
What is the latest NAV of Motilal Oswal Nifty 500 Index Fund Direct Growth?
What is the Riskometer rating for Motilal Oswal Nifty 500 Index Fund Direct Plan Growth?
Which are the top sector holdings in Motilal Oswal Nifty 500 Index Fund Direct Plan?
Which are the top stock holdings in Motilal Oswal Nifty 500 Index Fund Direct Plan?
What is the asset allocation of Motilal Oswal Nifty 500 Index Fund Direct Plan Growth?
What has been the performance of Motilal Oswal Nifty 500 Index Fund Direct Growth returns?
Does Motilal Oswal Nifty 500 Index Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Motilal Oswal Nifty 500 Index Fund Direct Plan Growth?
How to invest in Motilal Oswal Nifty 500 Index Fund Direct Growth?
How can I redeem my investment in Motilal Oswal Nifty 500 Index Fund Direct Plan?