Motilal Oswal Nifty 500 Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.63
• Std Deviation 13.66%
• 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 2021.65 crores & has delivered CAGR of 18.82% 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, ICICI Bank, Reliance Industries & Infosys.

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

Some of the similar funds are Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth, Motilal Oswal Nifty 500 Fund Regular Growth, Nippon India Index Fund - Nifty 50 Plan - Growth, Navi Nifty 50 Index Fund Regular Growth, Motilal Oswal Nifty India Defence Index Fund Regular Growth. Motilal Oswal Nifty 500 Fund Regular Growth has a sharpe ratio of 0.63 & a standard deviation of 13.66%.