NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal S&P 500 Index Fund

Opening:

15th July 2020

Closing:

21st July 2020

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

The scheme seeks to replicate the S&P 500 Index by investing in its constituent stocks in similar proportion, subject to tracking error and currency movements.

Benchmark:

Fund Manager:

Asset Allocation

Comparable existing schemes

Fund Prognosis

Idea Distiller

A passive route to owning America's 500 largest companies without a separate overseas trading account.

Fund House AAUM:
Fund Manager:

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Simple, low-cost geographic diversification into US large caps for an India-heavy portfolio.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028