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Motilal Oswal S&P 500 Index Fund

Growth

EquityThematic Fund - Global

Mid-size FundAssets Under Mgmt: ₹ 3,543 Cr

Very High RiskPrinciple investment will be at very high risk

22.960.40% (+0.09)

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EquityThematic Fund - Global

Mid-size FundAssets Under Mgmt: ₹ 3,543 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.62	—	2.05

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.71	62.38	1.11

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
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	33.16%	13.33%	19.98%
ICICI Pru US Bluechip Equity Fund	22.47%	11.27%	16.74%
Nippon India US Equity Opp Fund	28.47%	9.39%	15.07%
Franklin Asian Equity Fund	15.55%	-1.98%	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
37
Total AUM
₹ 77,125.66 Cr.

Fund Manager Profile

Sunil Sawant

AUM: ₹3,575.83 Cr.

Exp: 10yrs

Rakesh Shetty

AUM: ₹64,445.51 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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