3 Year return

14.73%
Launched on April 2020 (4 years)

Investment Details

₹100

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Risk Involved

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Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3031.77 Cr.

Expense Ratio

0.56% (inclusive of GST)

Exit Load

1% - If redeemed on or before 7 days from the date of allotment. Nil - If redeemed after 7 days from the date of allotment.

Ratings

0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

HV

Herin Visaria

Fund Manager since Apr 2022

Fund House Details

Motilal Oswal Mutual Fund Asset management company

AUM ₹42,406.68 Cr.
No. of Schemes 55
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns

About Motilal Oswal S&P 500 Index Fund Direct Plan-Growth

Motilal Oswal S&P 500 Index Fund Direct Plan-Growth is an open-ended index mutual fund plan introduced by Motilal Oswal Mutual Fund. The fund tracks the performance of the S&P 500 Index. The fund has a wide investment in large-caps in the U.S. equity market. This is an open-ended fund which means you can invest at any time. The expense ratio of this fund is higher than the category average.

Investment Objective of the Scheme

The objective of the Motilal Oswal S&P 500 Index Fund Direct Plan-Growth is to offer gains that align with those generated by the S&P 500. The S&P 500 Index is highly representative of the performance of the biggest 500 public American companies, across a variety of sectors. Additionally, the fund aims at providing investors with a fair amount of exposure to the potential growth of top companies in the American markets.

Key Features of The Fund

5-year return NA
Expense Ratio 0.56%
Fund Manager Herin Visaria
Fund Size ₹3031.77 Cr
Risk Profile Very High

Is This Scheme Good for Me?

If you are a serious investor who is interested in international stocks, then you may consider this fund. In case you wish to diversify your portfolio, and have a significant appetite for risk, you may think of this fund. The fund gives you the chance of investing in the potential growth of the possibly lucrative American markets. If you want to conveniently participate in investment in the American markets, this stands to be a potentially good way to do so without any direct investment. You may wish to evaluate your investment goals and future financial needs.

AMC Contact Details

Name Motilal Oswal Mutual Fund
Launch Date November 2008
Addresss 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact 91-2240548002 8108622222
Email [email protected]
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal S&P 500 Index Fund Direct Plan Growth Feb 23 2024 is 19.3787

What is the AUM of Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal S&P 500 Index Fund Direct Plan Growth is 3031.77 crore.

What is the expense ratio of Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Motilal Oswal S&P 500 Index Fund Direct Plan Growth is 0.56%

What are the returns of Motilal Oswal S&P 500 Index Fund Direct Plan Growth since inception?

The Motilal Oswal S&P 500 Index Fund Direct Plan Growth was launched on Apr 15 2020. The fund has delivered a CAGR of 18.87 since inception.

What is the minimum SIP amount to invest in Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal S&P 500 Index Fund Direct Plan Growth is 100.

How do I invest in Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Motilal Oswal S&P 500 Index Fund Direct Plan Growth?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.