Motilal Oswal S&P 500 Index Fund Growth
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Motilal Oswal S&P 500 Index Fund Growth invests in leading US companies for international diversification.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
0.0% AnnuallyAlpha
+19.9% vs +15.0% benchmarkSince Inception
+26.5% vs +5.7% benchmark3Y Annualized
+16.5% vs +4.7% benchmark5Y Annualized
Motilal Oswal S&P 500 Index Fund Growth
Benchmark Index
Benchmark Performance Comparison
Motilal Oswal S and P 500 Index Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation14.5%
Sharpe Ratio0.67
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
International100.00001%
Top Stock Holdings
CompanySectorAllocation
NVIDIA CorpTechnology7.26%
Microsoft CorpTechnology6.97%
Apple IncTechnology5.78%
Amazon.com IncConsumers3.91%
Meta Platforms Inc Class AServices3.02%
Broadcom IncTechnology2.44%
Alphabet Inc Class AServices1.93%
Berkshire Hathaway Inc Class BFinancial Services1.68%
Tesla IncConsumers1.68%
Alphabet Inc Class CServices1.57%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.13%
Exit Load1
Regulatory & Tax Information
INF247L01AH0
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)