Motilal Oswal S&P 500 Index Fund Direct Growth

Other
Index
Very High Risk
15.48%
3Y annualised
+0.76% 1D
1M
6M
1Y
3Y
All
NAV: 01 Mar 2024₹19.56
Min. SIP amount₹500
RatingNA
Fund size₹3,031.77Cr

Return calculator

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

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA30.9%15.5%19.1%
Category averageNA21.1%2.6%NA
Rank with in categoryNA224NA
Understand terms

Holdings (505)

NameSectorInstrumentAssets
Microsoft Corportion (US)
TechnologyForgn. Eq7.22%
Apple Inc. (USA)
Consumer DiscretionaryForgn. Eq6.59%
NVIDIA Corporation (USA)
Capital GoodsForgn. Eq3.71%
Amazon. com Inc. (USA)
ServicesForgn. Eq3.45%
Meta Platforms Inc
ServicesForgn. Eq2.12%
Alphabet Inc Class A
ServicesForgn. Eq2.03%
Alphabet Inc Class C
ServicesForgn. Eq1.73%
Berkshire Hathway Inc (US)
InsuranceForgn. Eq1.71%
Tesla Motors Inc
AutomobileForgn. Eq1.27%
Broadcom Corporation (USA)
Capital GoodsForgn. Eq1.27%
See All

Pros and cons

Category: Other Index

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher expense ratio: 0.55%

Expense ratio, exit load and tax

Expense ratio: 0.55%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIP₹500

Fund management

Ankush Sood
Aug 2021 - Present
View details

Education
Mr. Sood is a B.Tech, MBA (Tech)
Experience
He has prior experience prominently in Institutional Sales Trading Function. He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.
Also manages these schemes

Rakesh Shetty
Nov 2022 - Present
View details

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
E-mail
NA
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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