• 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 EquityUS Equity

14.4277

NAV (Nov 30)

15.5%
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

14.4277

NAV (Nov 30)

Fund Returns

Last 1Y

-6.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

15.5%

6 Month CAGR

2.9%

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.

Expense Ratio

1.06

Launched (2y ago)

Apr 28, 2020

AUM in Crores

2442.136

ISIN

INF247L01AH0

Lock-in

No Lock-in

Benchmark

S&P 500 TR USD

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Rakesh Shetty

Fund Manager

Ankush Sood

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-11-30

Top Stock Holdings

apple inc

7.2%
7.2%

microsoft corp

5.3%
5.3%

amazon.com inc

2.8%
2.8%

tesla inc

1.9%
1.9%

alphabet inc class a

1.8%
1.8%
See all holdings

Allocation by Sector

technology

23.7%
23.7%

healthcare

15.3%
15.3%

financial services

13.6%
13.6%

consumer cyclical

10.5%
10.5%

industrials

8.6%
8.6%
See all sectors

Compare Motilal Oswal S&P 500 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 2,939 cr

₹ 2,370 cr

₹ 2,939 cr

₹ 2,939 cr

₹ 2,370 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 28,429 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

    15.2%

    18%

    25%

    20.6%

    14.4%

    13.9%

    13.9%

    13.4%

    23.9%

    18.5%

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

    Motilal Oswal S&P 500 Index Fund (G) is a US Equity International Equity fund and has delivered an annualised return of 15.5% over a period of 2 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Rakesh Shetty.

    Nav of Motilal Oswal S&P 500 Index Fund (G) as of 11/30/2022 is ₹14.43 with the total AUM as of 12/1/2022 is ₹2442.136. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal S&P 500 Index Fund (G) was launched on Apr 28, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Motilal Oswal S&P 500 Index Fund (G) is ₹0 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.

    Frequently Asked Questions

    What is Motilal Oswal S&P 500 Index Fund (G)?

    Motilal Oswal S&P 500 Index Fund (G) is a US Equity International Equity scheme predominantly investing across International Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal S&P 500 Index Fund (G)?

    You can invest in Motilal Oswal S&P 500 Index 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 S&P 500 Index Fund (G)?

    The minimum sip amount for Motilal Oswal S&P 500 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Motilal Oswal S&P 500 Index Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal S&P 500 Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal S&P 500 Index 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 S&P 500 Index Fund (G)?

    The expense ratio of the Motilal Oswal S&P 500 Index Fund (G) is 1.06% for regular plan.