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Motilal Oswal S&P 500 Index Fund Direct Growth

Other
Index
Very High Risk
-4.89%
1M return
-0.16% 1D
1M
6M
1Y
All
NAV: 06 Jul 2022₹13.77
Min. SIP amountNA
RatingNA
Fund size₹2,567.22Cr

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns-11.6%-13.2%-6.2%37.7%
Category averageNANA32.4%NA
Rank with in category25212NA
Understand terms

Holdings (213)

NameSectorInstrumentAssets
Apple Inc. (USA)
Consumer DiscretionaryForgn. Eq6.5%
Microsoft Corportion (US)
TechnologyForgn. Eq5.7%
Amazon. com Inc. (USA)
ServicesForgn. Eq2.8%
Alphabet Inc Class A
ServicesForgn. Eq1.9%
Tesla Motors Inc
AutomobileForgn. Eq1.8%
Alphabet Inc Class C
ServicesForgn. Eq1.8%
Berkshire Hathway Inc (US)
InsuranceForgn. Eq1.6%
Vanguard S&P 500 ETF
OthersForgn.MF- Equity1.6%
United Health Group Inc.
HealthcareForgn. Eq1.3%
Johnson & Johnson Ltd.
HealthcareForgn. Eq1.3%
See All

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Abhiroop Mukherjee
Apr 2020 - Present
View details

Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Also manages these schemes

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
Website
NA
Amc Image
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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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?

You can select either SIP or Lumpsum investment of Motilal Oswal S&P 500 Index Fund Direct Growth based on your investment objective and risk tolerance.

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.

What is the PE and PB ratio of Motilal Oswal S&P 500 Index Fund Direct Growth?

The PE ratio ratio of Motilal Oswal S&P 500 Index Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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