AM
Abhiroop MukherjeeFund Manager Since 28 Apr 2020
EquityGlobal - Other
Motilal Oswal S&P 500 Index Fund Regular Growth
3Y Annualised
26.55%
-0.47% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.24%
-0.47% 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
2 years 11 months
NIFTY 50
7 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹4365.10 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
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund Direct Growth
15.93%
2nd
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund Regular Growth
15.92%
3rd
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth
14.11%
4th
Motilal Oswal Nasdaq 100 Fund of Fund Regular Growth
14.08%
5th
Motilal Oswal NASDAQ 100 ETF
12.32%
117th
Motilal Oswal S&P 500 Index Fund Regular Growth
7.24%
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 ₹4365.10 Cr worth of assets under management (AUM) as of Mon Jun 01 2026. The latest Net Asset Value (NAV) of Motilal Oswal S&P 500 Index Fund Regular Growth as of Tue May 19 2026 is ₹31.611. 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 38.96%. Since launch, it has delivered 20.93% 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, Financial Services sectors.
Top 5 Holdings of Motilal Oswal S&P 500 Index Fund Regular Growth.
- NVIDIA Corp: 7.81%
- Apple Inc: 6.42%
- Microsoft Corp: 4.88%
- Amazon.com Inc: 4.17%
- Alphabet Inc Class A: 3.61%
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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Motilal Oswal Focused Direct Growth
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expense ratio
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
