Motilal Oswal S&P 500 Index Fund Regular Growth
Medium
Risk
Equity
Other
+
15.49
%
15.49
%
3Y annualised
+
0.83
%
0.83
%
1D
1M
6M
1Y
3Y
All
Fund size
3173
NAV:
Mar 7, 2024
19.1333
Sector
Tech
Type
Equity
Launched
Apr 2020
Min Investment
500
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Microsoft Corp
7.17
%
Apple Inc
6.16
%
NVIDIA Corp
4.56
%
Amazon.com Inc
3.75
%
Meta Platforms Inc Class A
2.54
%
Alphabet Inc Class A
1.91
%
Berkshire Hathaway Inc Class B
1.74
%
Alphabet Inc Class C
1.62
%
Eli Lilly and Co
1.4
%
Broadcom Inc
1.33
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 7.0 Days, 0.0 % if redeemed after 7.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Motilal Oswal S&P 500 Index Fund Regular Growth
More details
Investment objective
The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error.
However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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