Fund Details
Motilal Oswal Nifty 500 Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.03% |
| NAV | ₹11.83 (25 Nov 2020) |
|---|---|
| Fund Started | 05 Sep 2019 |
| Fund Size | ₹68 Cr |
Returns
as per Historical Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.3% |
| HDFC Bank Ltd. | Financial | Equity | 7.2% |
| Infosys Ltd. | Technology | Equity | 5.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.8% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.9% |
| ICICI Bank Ltd. | Financial | Equity | 3.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.6% |
| ITC Ltd. | FMCG | Equity | 2.0% |
| Axis Bank Ltd. | Financial | Equity | 1.7% |
Fund Managers
Motilal Oswal Nifty 500 Fund Regular Growth Details
Motilal Oswal Nifty 500 Fund Regular Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 05 Sep 2019. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Nifty 500 Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹68 Cr and the Latest NAV as of 25 Nov 2020 is ₹11.83.
The Motilal Oswal Nifty 500 Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days.
Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error.
Tax Implications
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.
