AM
Abhiroop MukherjeeFund Manager Since 28 Apr 2020
EquityGlobal - Other
Motilal Oswal S&P 500 Index Fund Regular Growth
3Y Annualised
24.54%
-0.29% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.38%
-0.29% 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 2 months
NIFTY 50
7 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹4580.36 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 Payout Inc Dist cum Cap Wdrl
9.23%
2nd
PGIM India Global Equity Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
9.23%
3rd
PGIM India Global Equity Opportunities Fund Reinvestment Inc Dist cum Cap Wdrl
9.14%
4th
PGIM India Global Equity Opportunities Fund Payout 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%
214th
Motilal Oswal S&P 500 Index Fund Regular Growth
-2.38%
Fund Managers
AS
Ankush SoodFund Manager Since 25 Aug 2021
About Motilal Oswal S&P 500 Index Fund Regular Growth
Motilal Oswal S&P 500 Index Fund Regular Growth is a Equity mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 6 years, having been launched on 2020-04-28. Motilal Oswal S&P 500 Index Fund Regular Growth has ₹4580.36 Cr worth of assets under management (AUM) as of Sat Jun 27 2026. The latest Net Asset Value (NAV) of Motilal Oswal S&P 500 Index Fund Regular Growth as of Thu Jun 25 2026 is ₹30.9346. The fund has an expense ratio of 1.06%, which is medium comparable to most other Equity funds.
Motilal Oswal S&P 500 Index Fund Regular Growth returns for the last 1 year are 32.14%. Since launch, it has delivered 20.13% average annual returns.
The Motilal Oswal S&P 500 Index Fund Regular Growth has the majority of its money invested in Technology, Consumer Cyclical, Communication Services sectors.
Top 5 Holdings of Motilal Oswal S&P 500 Index Fund Regular Growth.
- NVIDIA Corp: 7.82%
- Apple Inc: 6.98%
- Microsoft Corp: 5.09%
- Amazon.com Inc: 4.03%
- Alphabet Inc Class A: 3.37%
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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
