Motilal Oswal S&P 500 Index Fund - Regular Plan Growth

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Index Fund NAV 15.3285 0 03 February, 2023

Fund Details

Category Index Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 April, 2020
Benchmark S&P BSE Low Volatility TRI
Asset Size(Cr) 2306.89 (As on 31-12-2022)
Turn over 10%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 7 days
Expense Ratio 1.06% (As on 31-12-2022)
Fund Manager Ankush Sood, Rakesh Shetty

Investment Returns (As on 03 Feb, 2023)

Duration Returns Benchmark Category
1 W 3.32% -0.93% 0.55%
1 M 7.33% -5.93% -1.73%
3 M 9.79% -6.29% -1.18%
6 M 5.67% -3.56% 1.24%
1 Y -0.44% -4.08% -0.52%
2 Y 10.39% 10.46% 10.32%
3 Y - 16.47% 15.16%
5 Y - 8.15% 10.54%

Risk Mesasures (As on 03 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.35
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Aug, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth -0.44% 0% 0%

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