3 Year return
13.71%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3156.98 Cr.
Expense Ratio
0.62% (inclusive of GST)
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.
Tax Implications
Fund Holdings
Motilal Oswal Mutual Fund Managers
HV
Herin Visaria
Fund Manager since Apr 2022
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
DSP Nifty Next 50 Index Fund Direct Plan IDCW Payout |
23.03% |
0 |
LIC MF Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.95% |
0 |
ICICI Prudential Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.89% |
0 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF A Direct Growth
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF C Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
About Motilal Oswal S&P 500 Index Fund Direct Plan-Growth
Motilal Oswal S&P 500 Index Fund Direct Plan-Growth is an open-ended index mutual fund plan introduced by Motilal Oswal Mutual Fund. The fund tracks the performance of the S&P 500 Index. The fund has a wide investment in large-caps in the U.S. equity market. This is an open-ended fund which means you can invest at any time. The expense ratio of this fund is higher than the category average.
Investment Objective of the Scheme
The objective of the Motilal Oswal S&P 500 Index Fund Direct Plan-Growth is to offer gains that align with those generated by the S&P 500. The S&P 500 Index is highly representative of the performance of the biggest 500 public American companies, across a variety of sectors. Additionally, the fund aims at providing investors with a fair amount of exposure to the potential growth of top companies in the American markets.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.62% |
Fund Manager | Herin Visaria |
Fund Size | ₹3156.98 Cr |
Risk Profile | Very High |
Is This Scheme Good for Me?
If you are a serious investor who is interested in international stocks, then you may consider this fund. In case you wish to diversify your portfolio, and have a significant appetite for risk, you may think of this fund. The fund gives you the chance of investing in the potential growth of the possibly lucrative American markets. If you want to conveniently participate in investment in the American markets, this stands to be a potentially good way to do so without any direct investment. You may wish to evaluate your investment goals and future financial needs.
AMC Contact Details
Name | Motilal Oswal Mutual Fund |
Launch Date | November 2008 |
Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
Contact | 91-2240548002 8108622222 |
amc@motilaloswal.com | |
Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Motilal Oswal S&P 500 Index Fund?
What is the AUM of Motilal Oswal S&P 500 Index Fund?
What is the expense ratio of Motilal Oswal S&P 500 Index Fund?
What are the returns of Motilal Oswal S&P 500 Index Fund since inception?
What is the minimum SIP amount to invest in Motilal Oswal S&P 500 Index Fund?
How do I invest in Motilal Oswal S&P 500 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Motilal Oswal S&P 500 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Motilal Oswal S&P 500 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Motilal Oswal S&P 500 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.