Motilal Oswal S&P 500 Index Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Motilal Oswal S&P 500 Index Growth Direct Plan

NAV
₹14.9552
-0.12%
(28 Nov)
AUM
832 Cr
TER
0.49%
Risk
High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.5%
+4.6%
+3.6%
-1.2%
-5.6%
3Y
+19.5%
+17.7%
+24.9%
+26.0%
NA
5Y
+11.4%
NA
NA
NA
NA
ALL
+11.2%
+19.9%
+26.6%
+26.3%
+17.0%
VOL
19.2%
21.0%
21.0%
21.8%
19.2%
TER
0.4%
0.4%
0.2%
0.3%
0.5%
AUM
₹456 Cr
₹368 Cr
₹635 Cr
₹309 Cr
₹832 Cr
INFO
0.59
0.95
1.26
1.21
0.88
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal S&P 500 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Apple Inc
7.2%
Microsoft Corp
5.3%
Amazon.com Inc
2.8%
Tesla Inc
1.9%
Alphabet Inc Class A
1.8%
Berkshire Hathaway Inc Class B
1.6%
Alphabet Inc Class C
1.6%
UnitedHealth Group Inc
1.6%
Exxon Mobil Corp
1.4%
Johnson & Johnson
1.4%
Top industry exposure
Technology
23.7%
Healthcare
15.3%
Financial Services
13.6%
Consumer Cyclical
10.5%
Industrials
8.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund 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.
Fund manager(s)
Abhiroop Mukherjee
Herin Visaria

FAQs