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Motilal Oswal Nifty 500 Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
06 Sep 2019
5.3 years ago
Lock-in Period
No lock-in
NAV
as of 23 Dec 2024
₹25.79
+0.4143% (0.20)
AUM
₹2,022 Cr
Expense ratio
0.2%
Benchmark
Nifty 500
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
1%
If units sold after 15D
0%
Distribution
Asset split
Market capital
Equity99.91%
Cash0.09%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Technology
Consumer Cyclical
Basic Materials
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹58,864 Cr • Rank #21Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Fund Managers
Swapnil Mayekar
Experience: 5.41 yrs • Total AUM: 37,087 Cr
Dishant Mehta
Experience: yrs • Total AUM: 37,087 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Expense ratio
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Tracking error
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Expense ratio
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.