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  • 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

18.9444

NAV (Apr 16)

17.5%
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

18.9444

NAV (Apr 16)

Fund Returns

Last 1Y
26.1%
Last 3Y
10.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
17.5%
6 Month CAGR
15.9%

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
1.13
Launched (4y ago)
Apr 28, 2020
AUM in Crores
3289.854
ISIN
INF247L01AH0
Lock-in
No Lock-in
Benchmark
S&P 500 TR USD
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.9
Standard Deviation (5yr)
0
Beta (3yr)
0.85
Beta (5yr)
0
Sharpe Ratio (3yr)
0.641
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

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal S&P 500 Index Fund (Growth)70%9,52,318 2,19,70610.7%
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.

Asset allocation and Holdings

Last updated on 2024-04-16

Top Stock Holdings

microsoft corp

7.1%
7.1%

apple inc

5.6%
5.6%

nvidia corp

5.1%
5.1%

amazon.com inc

3.7%
3.7%

meta platforms inc class a

2.4%
2.4%
See all holdings

Allocation by Sector

technology

30.5%
30.5%

financial services

12.6%
12.6%

healthcare

12.4%
12.4%

consumer cyclical

10.5%
10.5%

communication services

8.9%
8.9%
See all sectors

Comparison with International Equity Funds

Fund NameFund SizeOutperformance Consistency
Kotak NASDAQ 100 Fund of Fund (G)
Kotak NASDAQ 100 Fund of Fund (G)

₹ 3,007 cr

₹ 3,192 cr

₹ 3,192 cr

₹ 3,192 cr

₹ 93 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 46,044 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

36%

22.8%

25.7%

23.6%

4.3%

4.1%

11.7%

23%

4.3%

3.3%

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 17.5% over a period of 3 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 4/16/2024 is ₹18.94 with the total AUM as of 4/18/2024 is ₹3289.854. 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 ₹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.

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 instruments 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 ₹1000. 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 1.13% for regular plan.