• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal S&P 500 Index Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal S&P 500 Index Fund (Growth)

International EquityIndex Funds

15.3471

NAV (Dec 06)

30.5%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in index funds.

Click here to see our recommendations.

Index funds funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

2,398 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Retirement , Kids Education

No single fund can achieve what a plan can. Learn why

Historical NAV

15.3471

NAV (Dec 6)

Fund Returns

Last 1Y

25.8%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

30.5%

6 Month CAGR

11.5%

info-icon-blue

Scheme Information

Investment Objective

The Scheme seeks investment return that corresponds to the performance of S&P 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

Expense Ratio

1.07

Launched (1y ago)

Apr 28, 2020

AUM in Crores

2397.819

ISIN

INF247L01AH0

Lock-in

No Lock-in

Benchmark

S&P 500 TR USD

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abhiroop Mukherjee

Fund Manager

user-avatar

Ankush Sood

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with International Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 4,186 cr

4

₹ 660 cr

4

₹ 38 cr

5

₹ 38 cr

5

₹ 38 cr

5

amc-icon

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 29,439 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.

amc-img

  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.9%

    17.3%

    16.7%

    14.6%

    34.6%

    34.7%

    17.4%

    15%

    16.2%

    14.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    grow money
    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Motilal Oswal S&P 500 Index Fund (G)

    About Motilal Oswal S&P 500 Index Fund (G)

    Motilal Oswal S&P 500 Index Fund (G) is a Index Funds International Equity fund and has delivered an annualised return of 30.5% over a period of 1 years. . The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Ankush Sood

    Motilal Oswal S&P 500 Index Fund (G) Investment Objective

    The Scheme seeks investment return that corresponds to the performance of S&P 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.

    Motilal Oswal S&P 500 Index Fund (G) NAV,AUM,Risk

    The Motilal Oswal S&P 500 Index Fund (G) fund was launched on Apr 28, 2020. The NAV (Net Asset Value) of this Index Funds International Equity fund as of 2021-12-06 is ₹15.35. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹2397.819. The category risk of the Motilal Oswal S&P 500 Index Fund (G) fund is Very High Risk. The fund charges 1.07 % as expense ratio.

    Motilal Oswal S&P 500 Index Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.3% in this asset class. The top three holdings of the fund are , microsoft corp , apple inc , amazon.com inc , vanguard s&p 500 etf , tesla inc , alphabet inc class a , alphabet inc class c , meta platforms inc class a , nvidia corp , berkshire hathaway inc class b , jpmorgan chase & co , unitedhealth group inc , johnson & johnson , the home depot inc , visa inc class a , bank of america corp , procter & gamble co , adobe inc , the walt disney co , net receivables / (payables) , exxon mobil corp , netflix inc , mastercard inc class a , salesforce.com inc , paypal holdings inc , accenture plc class a , thermo fisher scientific inc , pfizer inc , cisco systems inc , comcast corp class a , abbott laboratories , pepsico inc , walmart inc , merck & co inc , chevron corp , verizon communications inc , coca-cola co , broadcom inc , costco wholesale corp , nike inc class b , mcdonald's corp , wells fargo & co , abbvie inc , eli lilly and co , intel corp , danaher corp , linde plc , at&t inc , texas instruments inc , intuit inc , nextera energy inc , lowe's companies inc , advanced micro devices inc , medtronic plc , oracle corp , union pacific corp , united parcel service inc class b , honeywell international inc , qualcomm inc , morgan stanley , philip morris international inc , general electric co , citigroup inc , goldman sachs group inc , servicenow inc , blackrock inc , raytheon technologies corp , bristol-myers squibb co , intuitive surgical inc , target corp , american tower corp , starbucks corp , applied materials inc , charles schwab corp , moderna inc , cvs health corp , amgen inc , zoetis inc class a , s&p global inc , boeing co , international business machines corp , american express co , caterpillar inc , prologis inc , anthem inc , 3m co , dominion energy inc , conocophillips , booking holdings inc , deere & co , automatic data processing inc , analog devices inc , pnc financial services group inc , stryker corp , chubb ltd , charter communications inc class a , mondelez international inc class a , truist financial corp , marsh & mclennan companies inc , lockheed martin corp , csx corp , u.s. bancorp , gilead sciences inc , altria group inc , lam research corp , cme group inc class a , general motors co , tjx companies inc , duke energy corp , intercontinental exchange inc , crown castle international corp , micron technology inc , sherwin-williams co , the estee lauder companies inc class a , equinix inc , edwards lifesciences corp , cigna corp , norfolk southern corp , aon plc , autodesk inc , becton,dickinson and co , fidelity national information services inc , t-mobile us inc , capital one financial corp , regeneron pharmaceuticals inc , ford motor co , air products & chemicals inc , southern co , eaton corp plc , moody's corporation , illinois tool works inc , colgate-palmolive co , waste management inc , hca healthcare inc , boston scientific corp , lennar corp class a , illumina inc , activision blizzard inc , dexcom inc , humana inc , fiserv inc , emerson electric co , fedex corp , kla corp , idexx laboratories inc , progressive corp , freeport-mcmoran inc , ecolab inc , msci inc , eog resources inc , northrop grumman corp , nxp semiconductors nv , dollar general corp , johnson controls international plc , ihs markit ltd , exelon corp , roper technologies inc , synopsys inc , bio-techne corp , fleetcor technologies inc , the cooper companies inc , pool corp , entergy corp , broadridge financial solutions inc , baker hughes co class a , teledyne technologies inc , expeditors international of washington inc , firstenergy corp , ventas inc , take-two interactive software inc , duke realty corp , church & dwight co inc , verisign inc , ameren corp , ingersoll rand inc , garmin ltd , viacomcbs inc class b , dte energy co , cerner corp , trimble inc , essex property trust inc , ppl corp , tyler technologies inc , halliburton co , keycorp , carmax inc , waters corp , charles river laboratories international inc , regions financial corp , monolithic power systems inc , hess corp , teradyne inc , arista networks inc , huntington bancshares inc , steris plc , caesars entertainment inc , catalent inc , xylem inc , tyson foods inc class a , mid-america apartment communities inc , vf corp , expedia group inc , edison international , the kraft heinz co , dover corp , martin marietta materials inc , lyondellbasell industries nv , nasdaq inc , tractor supply co , dollar tree inc , delta air lines inc , vulcan materials co , devon energy corp , the hartford financial services group inc , the hershey co , northern trust corp , cdw corp , paycom software inc , extra space storage inc , synchrony financial , consolidated edison inc , weyerhaeuser co , fortive corp , the kroger co , corning inc , united rentals inc , american water works co inc , best buy co inc , skyworks solutions inc , laboratory corp of america holdings , gartner inc , realty income corp , southwest airlines co , kansas city southern , republic services inc , alexandria real estate equities inc , oneok inc , wec energy group inc , zebra technologies corp class a , d.r. horton inc , eversource energy , albemarle corp , stanley black & decker inc , equity residential , occidental petroleum corp , ball corp , zimmer biomet holdings inc , fifth third bancorp , ametek inc , paccar inc , enphase energy inc , willis towers watson plc , generac holdings inc , public storage , valero energy corp , corteva inc , etsy inc , west pharmaceutical services inc , monster beverage corp , old dominion freight line inc ordinary shares , mckesson corp , public service enterprise group inc , kinder morgan inc class p , american international group inc , phillips 66 , nucor corp , fastenal co , avalonbay communities inc , copart inc , aflac inc , ansys inc , keysight technologies inc , walgreens boots alliance inc , equifax inc , verisk analytics inc , discover financial services , welltower inc , williams companies inc , otis worldwide corp ordinary shares , mettler-toledo international inc , ameriprise financial inc , cummins inc , arthur j. gallagher & co , xcel energy inc , cbre group inc class a , archer-daniels midland co , state street corporation , dupont de nemours inc , hp inc , constellation brands inc class a , allstate corp , international flavors & fragrances inc , yum brands inc , rockwell automation inc , general mills inc , sba communications corp , cintas corp , ppg industries inc , first republic bank , resmed inc , parker hannifin corp , autozone inc , sysco corp , baxter international inc , paychex inc , biogen inc , electronic arts inc , hilton worldwide holdings inc , the travelers companies inc , ross stores inc , microchip technology inc , sempra energy , cognizant technology solutions corp class a , centene corp , match group inc , dow inc , global payments inc , svb financial group , marathon petroleum corp , motorola solutions inc , american electric power co inc , pioneer natural resources co , prudential financial inc , twitter inc , o'reilly automotive inc , trane technologies plc class a , newmont corp , kimberly-clark corp , marriott international inc class a , xilinx inc , digital realty trust inc , schlumberger ltd , carrier global corp ordinary shares , fortinet inc , metlife inc , align technology inc , amphenol corp class a , l3harris technologies inc , aptiv plc , bank of new york mellon corp , general dynamics corp , agilent technologies inc , te connectivity ltd , cadence design systems inc , vertex pharmaceuticals inc , simon property group inc , t. rowe price group inc , ebay inc , chipotle mexican grill inc , iqvia holdings inc , transdigm group inc

    Motilal Oswal S&P 500 Index Fund (G) Sip

    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.

    Motilal Oswal S&P 500 Index Fund (G) Investment volatility and Horizon

    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 S&P 500 TR USD

    Motilal Oswal S&P 500 Index Fund (G) Review

    Motilal Oswal S&P 500 Index Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal S&P 500 Index Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.