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Motilal Oswal Nifty 500 Fund Regular Growth

Other
Index
Moderately High Risk
55.15%
1Y return
+1.12% 1D
1M
6M
1Y
All
NAV: 03 Aug 2021₹15.54
Min. SIP Amount₹500
RatingNA
Fund Size₹176.55 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.1%NANA26.0%
Category average52.1%14.5%14.5%NA
Rank with in category28NANANA
Understand termsinfo

Holdings (159)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity6.7%
HDFC Bank Ltd.FinancialEquity6.4%
Infosys Ltd.TechnologyEquity5.7%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
ICICI Bank Ltd.FinancialEquity4.3%
Tata Consultancy Services Ltd.TechnologyEquity3.4%
Kotak Mahindra Bank Ltd.FinancialEquity2.4%
Hindustan Unilever Ltd.FMCGEquity2.2%
Axis Bank Ltd.FinancialEquity1.9%
Larsen & Toubro Ltd.ConstructionEquity1.8%
See All

Pros and cons

Category: Other Index

Pros

  • Lower expense ratio - 1.03%

Cons

  • Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
  • Age is less than 5 years
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.03%

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 termsinfo

Minimum investment amounts

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

Fund management

Swapnil P Mayekar
Aug 2019 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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