AM
Abhiroop MukherjeeFund Manager Since 28 Apr 2020
EquityGlobal - Other
Motilal Oswal S&P 500 Index Fund Direct Growth
3Y Annualised
19.16%
-1.75% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.95%
-1.75% 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
3 years 11 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹3688.63 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 dateof 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
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Direct Growth
13.61%
2nd
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth
13.57%
3rd
Mirae Asset NYSE FANG+ ETF Fund of Fund Direct Growth
9.36%
4th
Mirae Asset NYSE FANG+ ETF Fund of Fund Regular Growth
9.32%
5th
PGIM India Global Equity Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
9.23%
107th
Motilal Oswal S&P 500 Index Fund Direct Growth
2.95%
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 5 years, having been launched on 2020-04-28. Motilal Oswal S&P 500 Index Fund Direct Growth has ₹3688.63 Cr worth of assets under management (AUM) as of Sun Aug 03 2025. The latest Net Asset Value (NAV) of Motilal Oswal S&P 500 Index Fund Direct Growth as of Fri Aug 01 2025 is ₹25.1102. The fund has an expense ratio of 0.61%, 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 19.75%. Since launch, it has delivered 19.13% 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.
- NVIDIA Corp: 7.26%
- Microsoft Corp: 6.97%
- Apple Inc: 5.78%
- Amazon.com Inc: 3.91%
- Meta Platforms Inc Class A: 3.02%
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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expense ratio
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Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
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expense ratio
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Motilal Oswal Focused Direct Growth
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expense ratio
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fund size
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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?
