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Motilal Oswal S&P 500 Index Fund Direct Growth

Global | Index

(NAV as of 17/05/2024)
20.32 (-0.03)

3Y Returns

14%

Min SIP

500

Min Lumpsum

500

Expense Ratio

0.56%

Fund Size

2996 Cr

Inception Date

28-Apr-20

Fund Manager

Ankush Sood

Exit Load

1% on or before 7D, Nil after 7D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

99.18%

Debt & Others

0.82%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

100.00%

Sector Allocation

Internet and Technology

16.71%

Semiconductor Equipment

8.66%

Hardware

6.83%

Pharmaceuticals

6.42%

Media & Entertainment

5.13%

Top Ten Holdings

Microsoft Corp

7.22%

Apple Inc

6.59%

Nvidia Corp Com

3.71%

Amazon Com Inc

3.45%

Meta Platforms Registered Shares A

2.12%

Investment Objective

The Scheme Seeks Investment Return That Corresponds To The Performance Of S&P 500 Index Subject To Tracking Error.

Fund House Detail

AMC Name

Motilal Oswal Asset Management Company Limited

Address

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road,Opp Parel ST Bus Depot, PrabhadeviMumbai - 400025

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.