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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.20 | 41.72 | 0.90 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.58 | 42.78 | 0.32 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Nifty 500 Index Fund | 18.05% | 15.85% | 19.55% |
UTI Nifty 50 Index Fund | 12.15% | 12.79% | 13.19% |
HDFC Nifty 50 Index Fund | 12.10% | 12.76% | 13.32% |
ICICI Pru Nifty 50 Index Fund | 12.09% | 12.75% | 13.26% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.33 %
Holdings
4.93 %
Holdings
4.72 %
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
42
Total AUM
₹ 83,837.78 Cr.
Swapnil P Mayekar
AUM: ₹18,292.66 Cr.
|
Exp: 10yrs
Dishant Mehta
AUM: ₹18,247.44 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%