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

Motilal Oswal S&P 500 Index Growth Direct Plan

NAV
₹19.4023
-1.29%
(15 Apr)
AUM
2,919 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
+69.1%
+68.5%
+60.0%
+59.7%
+27.6%
3Y
+30.7%
+30.6%
+29.0%
+28.9%
+11.9%
5Y
NA
NA
NA
NA
NA
ALL
+30.6%
+37.6%
+27.4%
+29.9%
+18.6%
VOL
20.0%
17.6%
15.9%
19.0%
17.4%
TER
0.4%
0.3%
0.4%
0.3%
0.5%
AUM
₹589 Cr
₹1,197 Cr
₹169 Cr
₹1,404 Cr
₹2,919 Cr
INFO
1.53
2.14
1.72
1.58
1.07
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 29th Feb
Top holdings
Microsoft Corp
7.2%
Apple Inc
6.2%
NVIDIA Corp
4.6%
Amazon.com Inc
3.7%
Meta Platforms Inc Class A
2.5%
Alphabet Inc Class A
1.9%
Berkshire Hathaway Inc Class B
1.7%
Alphabet Inc Class C
1.6%
Eli Lilly and Co
1.4%
Broadcom Inc
1.3%
Top industry exposure
Technology
30.8%
Healthcare
12.5%
Financial Services
12.5%
Consumer Cyclical
10.8%
Communication Services
8.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 7 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)
Ankush Sood
Rakesh Shetty

FAQs