Motilal Oswal Nifty 500 Index Fund Direct Growth

Other
Index
Moderately High Risk
18.36%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
All
NAV: 18 Mar 2024₹22.76
Min. SIP amount₹500
Rating3
Fund size₹703.26Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA38.3%18.4%19.9%
Category averageNA37.7%16.4%NA
Rank with in categoryNA3325NA
Understand terms

Holdings (501)

NameSectorInstrumentAssets
FinancialEquity6.64%
EnergyEquity6.22%
FinancialEquity4.65%
TechnologyEquity3.76%
TechnologyEquity2.61%
ConstructionEquity2.59%
Consumer StaplesEquity2.27%
FinancialEquity1.88%
FinancialEquity1.81%
CommunicationEquity1.79%
See All

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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