Motilal Oswal S&P 500 Index Fund - Direct Plan has delivered 117.16% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #12 in its category based on 5-year returns.
The largest portfolio holding is NVIDIA CORP COM with a portfolio weight of 7.52% .
The fund currently owns more than 506 stocks.
The top 10 holdings account for 37.48% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 50.60% | 2.52% |
| 2 Year Return | 104.30% | 14.81% |
| 3 Year Return | 116.90% | 41.29% |
| 4 Year Return | 192.03% | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.52% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.52%
|
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| 2 |
7.02%
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| 3 | IT Consulting & Software |
5.34%
|
|
| 4 |
4.11%
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| 5 |
3.23%
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| 6 |
2.85%
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| 7 |
2.61%
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| 8 |
1.89%
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| 9 |
1.46%
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| 10 |
1.45%
|
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| 11 |
1.44%
|
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| 12 |
1.41%
|
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 7 days from the date of allotment. Nil - If redeemed after 7 days from the date of allotment.
Lock-in: 1
Risk: Very High Risk
Motilal Oswal S&P 500 Index Fund - Direct Plan is managed by MOTILALOSWAL .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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