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Motilal Oswal S&P 500 Index Fund

Growth

EquityThematic Fund - Global

Mid-size FundAssets Under Mgmt: ₹ 3,531 Cr

Very High RiskPrinciple investment will be at very high risk

23.180.93% (+0.21)

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EquityThematic Fund - Global

Mid-size FundAssets Under Mgmt: ₹ 3,531 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.62	—	1.76

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.71	44.81	0.91

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% 1% on or before 7D Nil after 7D

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Not allowed	Not allowed

BenchmarkBenchmark
S&P 500 - TRI

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.

Peers & Comparison

Comparing 3 mutual funds from
EquityThematic Fund - Global

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Motilal Oswal S&P 500 Index Fund	29.20%	13.43%	19.83%
ICICI Pru US Bluechip Equity Fund	14.16%	11.95%	16.69%
Nippon India US Equity Opp Fund	24.93%	10.97%	15.13%
Franklin Asian Equity Fund	17.19%	0.36%	7.39%

Price Comparison

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Motilal Oswal S&P 500 Index Fund

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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
42
Total AUM
₹ 84,025.55 Cr.

Fund Manager Profile

Sunil Sawant

AUM: ₹3,561.84 Cr.

Exp: 10yrs

Rakesh Shetty

AUM: ₹69,150.59 Cr.

Exp: 13yrs

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

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