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
₹16.1592
-0.24%
(6 Jun)
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
+26.0%
+21.4%
+18.0%
+16.0%
+11.7%
3Y
+28.2%
+33.4%
+27.9%
+36.9%
+14.7%
5Y
NA
NA
+12.7%
NA
NA
ALL
+13.6%
+24.6%
+10.8%
+24.0%
+16.7%
VOL
28.3%
20.0%
18.5%
20.8%
18.8%
TER
0.2%
0.2%
0.4%
0.3%
0.5%
AUM
₹388 Cr
₹702 Cr
₹540 Cr
₹341 Cr
₹832 Cr
INFO
0.48
1.23
0.58
1.15
0.89
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 30th Apr
Top holdings
Apple Inc
7.1%
Microsoft Corp
6.6%
Amazon.com Inc
2.7%
NVIDIA Corp
2.0%
Alphabet Inc Class A
1.9%
Berkshire Hathaway Inc Class B
1.7%
Alphabet Inc Class C
1.6%
Meta Platforms Inc Class A
1.5%
Exxon Mobil Corp
1.3%
UnitedHealth Group Inc
1.3%
Top industry exposure
Technology
26.4%
Healthcare
14.2%
Financial Services
12.4%
Consumer Cyclical
10.0%
Communication Services
8.2%
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)
Abhiroop Mukherjee
Herin Visaria

FAQs