Motilal Oswal S&P 500 Index Fund Regular Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 31 Mar 2023₹14.94
Min. SIP amountNot Supported
RatingNA
Fund size₹2,519.56Cr

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
Absolute returns
3M6M1YAll
Fund returns3.1%3.9%-12.3%40.5%
Category averageNANA-5.7%NA
Rank with in category375830NA
Understand terms

Holdings (224)

NameSectorInstrumentAssets
Apple Inc. (USA)
Consumer DiscretionaryForgn. Eq6.5%
Microsoft Corportion (US)
TechnologyForgn. Eq5.5%
Amazon. com Inc. (USA)
ServicesForgn. Eq2.4%
NVIDIA Corporation (USA)
Capital GoodsForgn. Eq2.0%
Tesla Motors Inc
AutomobileForgn. Eq1.6%
Berkshire Hathway Inc (US)
InsuranceForgn. Eq1.6%
Alphabet Inc Class A
ServicesForgn. Eq1.6%
Alphabet Inc Class C
ServicesForgn. Eq1.4%
Exxon Mobil Corporation Ltd. (US)
EnergyForgn. Eq1.3%
United Health Group Inc.
HealthcareForgn. Eq1.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.06%

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, 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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
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
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,

Compare funds

Motilal Oswal S&P 500 Index Fund Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.8.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI