Motilal Oswal Nifty 500 Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.8%
Sharpe Ratio-0.04
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.76%
ICICI Bank LtdFinancial Services5.24%
Reliance Industries LtdEnergy & Infra5.17%
Infosys LtdTechnology2.93%
Bharti Airtel LtdServices2.78%
Larsen & Toubro LtdCapital Goods2.19%
ITC LtdConsumers1.97%
Tata Consultancy Services LtdTechnology1.80%
Axis Bank LtdFinancial Services1.74%
Kotak Mahindra Bank LtdFinancial Services1.62%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.88%
Exit Load1
Regulatory & Tax Information
INF247L01940
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)