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Motilal Oswal Nifty 500 Fund Regular Growth-0.53%

64.61%
1 Year Return
Equity
Flexi Cap
6M
1Y
All

Fund Details

Motilal Oswal Nifty 500 Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.03%
NAV₹13.89 (14 May 2021)
Fund Started05 Sep 2019
Fund Size141 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
64.6%
-
-
24.6%
Category Average
51.1%
8.9%
12.9%
-
Rank Within Category
14
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 64.6% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.03%
2. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.0%
Reliance Industries Ltd.EnergyEquity7.0%
Infosys Ltd.TechnologyEquity5.5%
Housing Development Finance Corpn. Ltd.FinancialEquity4.9%
ICICI Bank Ltd.FinancialEquity4.4%
Tata Consultancy Services Ltd.TechnologyEquity3.6%
Kotak Mahindra Bank Ltd.FinancialEquity2.8%
Hindustan Unilever Ltd.FMCGEquity2.3%
ITC Ltd.FMCGEquity2.1%
Axis Bank Ltd.FinancialEquity1.9%
See All

Fund Managers

Swapnil P Mayekar
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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 ₹141 Cr and the Latest NAV as of 14 May 2021 is ₹13.89.

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.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 15 days.
Exit Load

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About Motilal Oswal Mutual Fund

Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
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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