AM
Abhiroop MukherjeeFund Manager Since 28 Apr 2020
EquityGlobal - Other
Motilal Oswal S&P 500 Index Fund Direct Growth
3Y Annualised
11.54%
1.92% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.78%
1.92% 1D
Benchmark
Motilal Oswal S&P 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 4 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹3462.95 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
Exit Load: 1%- If redeemed on or before 7 days from the date of allotment. Nil- If redeemed after 7 days from the date of allotment.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Global Equity Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
9.23%
2nd
PGIM India Global Equity Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl
9.23%
3rd
PGIM India Global Equity Opportunities Fund Payout Inc Dist cum Cap Wdrl
9.14%
4th
PGIM India Global Equity Opportunities Fund Reinvestment Inc Dist cum Cap Wdrl
9.14%
5th
Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Direct Rnvstmnt Inc Dst cum Cap Wdrl
8.60%
238th
Motilal Oswal S&P 500 Index Fund Direct Growth
-5.78%
Fund Managers
AS
Ankush SoodFund Manager Since 25 Aug 2021
About Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Direct Growth is a Equity mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 4 years, having been launched on 2020-04-28. Motilal Oswal S&P 500 Index Fund Direct Growth has ₹3462.95 Cr worth of assets under management (AUM) as of Fri Apr 25 2025. The latest Net Asset Value (NAV) of Motilal Oswal S&P 500 Index Fund Direct Growth as of Wed Apr 23 2025 is ₹21.126. The fund has an expense ratio of 0.58%, which is medium comparable to most other Equity funds.
Motilal Oswal S&P 500 Index Fund Direct Growth returns for the last 1 year are 8.85%. Since launch, it has delivered 16.19% average annual returns.
The Motilal Oswal S&P 500 Index Fund Direct Growth has the majority of its money invested in Technology, Consumer Cyclical, Communication Services, Financial Services sectors.
Top 5 Holdings of Motilal Oswal S&P 500 Index Fund Direct Growth.
- Apple Inc: 6.96%
- Microsoft Corp: 5.82%
- NVIDIA Corp: 5.53%
- Amazon.com Inc: 3.74%
- Meta Platforms Inc Class A: 2.63%
AMC Information
| Name | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
|---|---|
| Founding Date | 2020-04-28 |
| mfservice@motilaloswal.com | |
| Phone | +91 22 39804263 |
| Website | www.motilaloswalmf.com |
| Address | Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi, |
Tax Implications of Motilal Oswal S&P 500 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Motilal Oswal Asset Management Company Limited - Portfolio Managers
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Motilal Oswal Focused Direct Growth
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FAQs
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What are the top 3 sectors that Motilal Oswal S&P 500 Index Fund Direct Growth has invested in?
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What is the exit load of Motilal Oswal S&P 500 Index Fund Direct Growth?
How to Redeem Motilal Oswal S&P 500 Index Fund Direct Growth?
Can I invest in SIP and a Lump Sum of Motilal Oswal S&P 500 Index Fund Direct Growth?
