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Motilal Oswal Nifty 500 Index Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 17.62 0.17 % 1-D Change
Returns
20.36% p.a.
You get upto 0.65% extra returns
ET Money's Fund Report Card - Motilal Oswal Nifty 500 Index Fund
Sorry ! A report card is not available for this scheme since this scheme is a passively managed index scheme.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.39% As on May 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 348 Crs |
| Lock-in | No Lockin |
| Age | 3 yrs Since Aug 19, 2019 |
| Benchmark | Nifty 500 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 500 |
About Motilal Oswal Nifty 500 Index Fund
Motilal Oswal Nifty 500 Index Fund Direct - Growth is a Multi Cap mutual fund scheme from
Motilal Oswal Mutual Fund
. This fund has been in existence for 3 yrs, having been launched on 19/08/2019. Motilal Oswal Nifty 500 Index Fund Direct - Growth has ₹348 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.39%, which is less than what most other
Multi Cap
funds charge.
.....
- Motilal Oswal Nifty 500 Index Fund Direct - Growth returns of last 1-year are 5.15%. Since launch, it has delivered 20.69% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- The fund has the majority of its money invested in Financial, Energy, Technology, Consumer Staples, Automobile sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category.
- The fund's top 5 holdings are in Reliance Industries Ltd., HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., Housing Development Finance Corpn. Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on May 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 77.45%
Mid Cap 14.91%
Small Cap 7.44%
Other Cap 0%
Allocation by Sector
Financial 28.03%
Energy 12.81%
Technology 11.86%
Consumer Staples 8.05%
Top Debt Holdings
Others 0.14%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
CBLO 0.27%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with multi cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Active Fund | 39.56% | ||
| PGIM India Flexi Cap Fund | 29.89% | ||
| Parag Parikh Flexi Cap Fund | 26.34% | ||
| HDFC Retirement Savings Fund - Equity Plan | 25.45% | ||
| Sundaram Multi Cap Fund | 24.68% | ||
| Nippon India Multi Cap Fund | 23.78% | ||
| UTI Flexi Cap Fund | 23.24% | ||
| DSP Focus Fund | 16.88% | ||
| Motilal Oswal Flexi Cap Fund | 12.51% | ||
| Navi Flexi Cap Fund | 19.55% | ||
| Motilal Oswal Nifty 500 Index Fund | % |
Trailing Returns and Ranks
as on Jul 01, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.2% | 2.62% | 36 / 52 |
| 3 months | 15.69% | 16.03% | 27 / 51 |
| 6 months | 8.27% | 8.7% | 30 / 51 |
| 1 year | 5.03% | 5.11% | 20 / 43 |
| 3 years | 20.55% | 21.02% | 16 / 32 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Motilal Oswal Nifty 500 Index Fund
EQUITY MULTI CAP
The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
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Swapnil P Mayekar
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Motilal Oswal Mutual Fund
TOTAL AUM:
₹32,303 Crs
As on Jun 30, 2022
- Phone: 022-39804238 / 1800-200-6626
-
Address: Motilal Oswal Towers - 10th Floor,
Rahimtullah Sayani Road,
Opposite Parel ST Depot, Prabhadevi,
Mumbai, 400025
