Motilal Oswal Nifty 500 Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.69
• Std Deviation 12.85%
• Tracking Error 0.00%

The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The Motilal Oswal Nifty 500 Fund Regular Growth has an AUM of 2820.64 crores & has delivered CAGR of 13.71% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.88%. The minimum investment in Motilal Oswal Nifty 500 Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Consumer Financial Services.

Some of the similar funds are Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth, Nippon India Nifty Smallcap 250 Index Fund Reg Gr, Motilal Oswal Nifty 500 Fund Regular Growth, Nippon India Index Fund - Nifty 50 Plan - Growth, Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth. Motilal Oswal Nifty 500 Fund Regular Growth has a sharpe ratio of 0.69 & a standard deviation of 12.85%.