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Motilal Oswal S&P 500 Index Fund

Growth
EquityThematic Fund - Global
Mid-size FundAssets Under Mgmt: ₹ 2,144 Cr
Very High RiskPrinciple investment will be at very high risk
15.420.05 (+0.30%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityThematic Fund - Global
Mid-size FundAssets Under Mgmt: ₹ 2,144 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.49
No LabelNo Label
No LabelNo Label
1.98
No LabelNo Label
1.45
No LabelNo Label
29.73
No LabelNo Label
1.53

About Thematic Fund - Global

Thematic funds are the equity mutual funds. They invest in international stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
1% on or before 15D Nil after 15D
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
S&P 500 - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Fund ManagerRead more 

Exp:

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#Funds: 3

Exp: 6yrs

 | 

#Funds: 15

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AMC profile

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    21

  • Total AUM

    ₹ 29,328.65 Cr.