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Motilal Oswal S&P 500 Index Fund Direct growth
Equity • Global • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Global
Direct growth
Launched On
28 Apr 2020
5.4 years ago
Lock-in Period
No lock-in
NAV
as of 10 Sep 2025
₹26.5
+0.2265% (0.10)
AUM
₹3,887 Cr
Expense ratio
0.61%
Benchmark
S&P 500 TR USD
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 7D
1%
If units sold after 7D
0%
Distribution
Asset split
Market capital
Equity99.55%
Cash0.45%
What's in this fund?
Sectors
Holdings
Technology
Financial Services
Consumer Cyclical
Communication Services
Healthcare
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹83,861 Cr • Rank #20Motilal 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
Rakesh Shetty
Experience: 2.80 yrs • Total AUM: 5,86,790 Cr
Sunil Sawant
Experience: 1.18 yrs • Total AUM: 4,92,425 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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