| NAV: 06 Jul 2022 | ₹13.77 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹2,567.22Cr |
Returns and rankings
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -11.6% | -13.2% | -6.2% | 37.7% |
| Category average | NA | NA | 32.4% | NA |
| Rank with in category | 25 | 21 | 2 | NA |
Holdings (213)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Apple Inc. (USA) | Consumer Discretionary | Forgn. Eq | 6.5% |
Microsoft Corportion (US) | Technology | Forgn. Eq | 5.7% |
Amazon. com Inc. (USA) | Services | Forgn. Eq | 2.8% |
Alphabet Inc Class A | Services | Forgn. Eq | 1.9% |
Tesla Motors Inc | Automobile | Forgn. Eq | 1.8% |
Alphabet Inc Class C | Services | Forgn. Eq | 1.8% |
Berkshire Hathway Inc (US) | Insurance | Forgn. Eq | 1.6% |
Vanguard S&P 500 ETF | Others | Forgn.MF- Equity | 1.6% |
United Health Group Inc. | Healthcare | Forgn. Eq | 1.3% |
Johnson & Johnson Ltd. | Healthcare | Forgn. Eq | 1.3% |
Expense ratio, exit load and tax
Expense ratio: 0.52%
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 as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Abhiroop MukherjeeApr 2020 - PresentView details
Ankush SoodAug 2021 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Motilal Oswal S&P 500 Index Fund Direct Growth?
You can easily invest in Motilal Oswal S&P 500 Index Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Motilal Oswal S&P 500 Index Fund Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Motilal Oswal S&P 500 Index Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Motilal Oswal S&P 500 Index Fund Direct Growth provide?
The Motilal Oswal S&P 500 Index Fund Direct Growth has been there from 28 Apr 2020 and the average annual returns provided by this fund is -6.25% since its inception.
How much expense ratio is charged by Motilal Oswal S&P 500 Index Fund Direct Growth?
The term
Expense Ratio used for Motilal Oswal S&P 500 Index Fund Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Motilal Oswal S&P 500 Index Fund Direct Growth is 0.52% as of 07 Jul 2022...
What is the AUM of Motilal Oswal S&P 500 Index Fund Direct Growth?
The AUM, short for Assets Under Management of Motilal Oswal S&P 500 Index Fund Direct Growth is ₹2,567.22Cr as of 07 Jul 2022.
How to Redeem Motilal Oswal S&P 500 Index Fund Direct Growth?
If you want to sell your Motilal Oswal S&P 500 Index Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Motilal Oswal S&P 500 Index Fund Direct Growth?
What is the NAV of Motilal Oswal S&P 500 Index Fund Direct Growth?
The NAV of Motilal Oswal S&P 500 Index Fund Direct Growth is ₹13.77 as of 06 Jul 2022.
