Motilal Oswal Nifty 500 Index Fund Direct – Growth is an equity mutual fund offered by Motilal Oswal Mutual Fund. The fund has an AUM of ₹2,102.99 crores and the current NAV is ₹26.099 as of November 2, 2024.
Since its launch, this fund has generated a return of 158.57%, outperforming many peers. Notably, it has provided 35.60% returns over the last year and 53.12% over the past three years, showcasing its potential for long-term growth.
Motilal Oswal Nifty 500 Index Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -4.43% | -4.97% |
| 3 months | -2.28% | -3.63% |
| 6 months | 8.11% | 5.8% |
| 1 year | 35.60% | 43.12% |
| 3 years | 14.68% | 14.68% |
| 5 years | 19.06% | 19.06% |
Motilal Oswal Nifty 500 Index Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 6.62% |
|
Reliance Industries Ltd.
|
Energy | Equity | 5.05% |
|
ICICI Bank Ltd.
|
Financial | Equity | 4.52% |
|
Infosys Ltd.
|
Technology | Equity | 3.40% |
|
ITC Ltd.
|
Consumer Staples | Equity | 2.43% |
Sector Allocation in Motilal Oswal Nifty 500 Index Fund
| Sector | Percentage | Value (₹ Cr) |
|---|---|---|
| Financial | 25.36% | 533.31 |
| Energy | 10.90% | 229.14 |
| Technology | 9.42% | 198.16 |
| Consumer Staples | 7.45% | 156.77 |
| Automobile | 7.20% | 151.46 |
| Others | 39.67% | 834.26 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
