Motilal Oswal Snp 500 Index Fund Regular Plan Growth

18.86
NAV (Apr 25,2024)

Invest in the Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth and gain exposure to the top 500 companies in the US market. With an expense ratio of 1.13% and a minimum investment of ₹500, this fund is a convenient and affordable way to diversify your portfolio. The fund was established on April 28, 2020, and has an AUM (Assets Under Management) of ₹2996.22 crore. Start investing today and take advantage of the potential growth of the S&P 500 index.

Motilal Oswal Snp 500 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Snp 500 Index Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.10
  • Sortino
    UM_URBAN_MONEY

    0.18

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.13%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3289.85 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,334.76 (3.35%)12,062.89 (20.63%)12,404.69 (24.05%)13,518.26 (35.18%)-- (--)
31,004.28 (3.35%)36,188.67 (20.63%)37,214.07 (24.05%)40,554.78 (35.18%)-- (--)
51,673.8 (3.35%)60,314.45 (20.63%)62,023.45 (24.05%)67,591.3 (35.18%)-- (--)
82,678.08 (3.35%)96,503.12 (20.63%)99,237.52 (24.05%)1,08,146.08 (35.18%)-- (--)
1,03,347.6 (3.35%)1,20,628.9 (20.63%)1,24,046.9 (24.05%)1,35,182.6 (35.18%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Microsoft Corp7.07%
  • Apple Inc5.63%
  • Nvidia Corp Com5.05%
  • Amazon Com Inc3.73%
  • Meta Platforms Registered Shares A2.42%
  • Alphabet Inc A2.01%
  • Berkshire Hathaway Inc1.73%
  • Alphabet Inc1.70%
  • Eli Lilly & Co1.40%
  • Broadcom Inc1.32%
  • JP Morgan Chase & Co1.31%
  • Tesla Inc1.10%
  • Exxon Mobil Corporation Ltd1.04%
  • Unitedhealth Group Inc1.04%
  • Visa Inc1.00%
  • Mastercard Incorporated0.90%
  • Procter & Gamble Co0.86%
  • Home Depot Inc0.86%
  • Johnson & Johnson0.86%
  • Merck & Co Inc0.76%
  • Costco Wholesale Corp0.74%
  • AbbVie Inc0.73%
  • Advanced Micro Devices Inc0.66%
  • Salesforce Inc0.66%
  • Cheveron Corp0.62%
  • Netflix Inc0.59%
  • BANK OF AMERICA CORP0.59%
  • Walmart Inc0.58%
  • PEPSICO INC0.54%
  • Coca Cola Co0.54%
  • Adobe Inc0.52%
  • Linde PLC0.51%
  • Thermo Fisher Scientific Inc0.51%
  • The Walt Disney Company0.51%
  • Accenture Plc CL A0.49%
  • Wells Fargo & Co0.47%
  • MCDONALD S CORPOPRATION0.46%
  • CISCO SYS INC COM0.46%
  • Oracle Corporation0.45%
  • ABBOTT LABORATORIES0.45%
  • General Electric Company0.43%
  • QUALCOMM INC0.43%
  • INTEL CORP0.42%
  • Caterpillar INC0.42%
  • Intuit Inc0.41%
  • Verizon Communications Inc0.40%
  • International Business Machines Corp IBM0.40%
  • Comcast Corp Class A0.39%
  • APPLIED MATLS INC COM0.39%
  • Danaher Corp0.37%
  • Uber Technologies Inc0.36%
  • Texas Instruments Inc0.36%
  • PFIZER INC0.35%
  • ServiceNow Inc0.35%
  • AMGEN INC0.34%
  • Union Pacific Ord0.34%
  • ConocoPhillips0.34%
  • Lowes Cos Inc0.33%
  • Philip Morris International Ord0.32%
  • Intuitive Surgical Inc0.32%
  • S&P Global Inc0.31%
  • Goldman Sachs Group Inc0.31%
  • Honeywell International Inc0.31%
  • NextEra Energy Inc0.30%
  • American Express Co0.29%
  • MICRON TECHNOLOGY INC COM0.29%
  • RTX Corporation0.29%
  • LAM RESEARCH CORP COM0.29%
  • Booking Holdings Inc0.29%
  • AT&T Inc0.28%
  • Eaton Corp PLC0.28%
  • Elevance Health Inc0.28%
  • Progressive Corp0.27%
  • Stryker Corp0.27%
  • Citigroup Inc0.27%
  • Prologis Inc0.27%
  • Morgan Stanley0.27%
  • Blackrock Inc0.26%
  • Medtronic PLC0.26%
  • TJX ORD0.26%
  • NIKE Inc0.26%
  • THE BOEING CO0.25%
  • BRISTOL MYERS SQUIBB ORD0.25%
  • VERTEX PHARMACEUTICALS INC COM USD0.24%
  • Charles Schwab Corp0.24%
  • UNITED PARCEL SERVICES INC0.24%
  • Deere & Co0.24%
  • The Cigna Group0.24%
  • Chubb Ltd0.24%
  • Starbucks ORD0.23%
  • AUTOMATIC DATA PROCESS COM0.23%
  • REGENERON PHARMACEUTIC COM0.23%
  • Marsh & McLennan Cos Inc0.23%
  • CVS Health Corp0.23%
  • Boston Scientific Corp0.23%
  • ANALOG DEVICES INC COM0.22%
  • Lockheed Martin Corp0.22%
  • FISERV INC COM0.22%
  • Blackstone Inc0.21%
  • KLA Corporation0.21%
  • Mondelez International Inc0.21%
  • Vanguard S&P ETF0.21%
  • American Tower Corp0.21%
  • GILEAD SCIENCES INC0.21%
  • Palo Alto Networks0.20%
  • SYNOPSYS INC COM0.20%
  • T Mobile US Inc0.19%
  • CADENCE DESIGN SYSTEM COM0.19%
  • Target Corp0.19%
  • Sherwin Williams Co The0.19%
  • Chipotle Mexican Grill Inc0.18%
  • Intercontinental Exchange Inc0.18%
  • Southern Co The0.18%
  • Schlumberger Ltd0.18%
  • Waste Management Inc0.18%
  • Zoetis Inc0.18%
  • Equinix Inc0.18%
  • Cme Group Inc0.18%
  • Altria Group Inc0.17%
  • Duke Energy Corp0.17%
  • EOG Resources Inc0.17%
  • Marathon Petroleum Corp0.17%
  • Colgate Palmolive Co0.17%
  • CSX Corp0.17%
  • Arista Networks Inc0.17%
  • Illinois Tool Works Inc0.17%
  • Airbnb Inc0.16%
  • Paypal Holdings Inc0.16%
  • Becton Dickinson and Co0.16%
  • Parker Hannifin Corp0.16%
  • McKesson Corp0.16%
  • Phillips0.16%
  • US Bancorp0.16%
  • Amphenol Corp0.16%
  • TRANSDIGM GROUP INC0.16%
  • Trane Technologies Plc0.15%
  • Northrop Grumman Co0.15%
  • Freeport Mcmoran Copper & Gold Inc0.15%
  • Aon plc0.15%
  • O Reilly Automotive Inc0.15%
  • Fedex Corp0.15%
  • HCA HEALTHCARE INC0.15%
  • EMERSON ELECTRIC CO0.15%
  • PACCAR INC COM0.15%
  • PNC Financial Services Group Inc0.15%
  • General Dynamics Corp0.15%
  • NXP Semiconductors N V0.14%
  • MARRIOTT INTERNATIONAL CL A0.14%
  • Moody s Corp0.14%
  • Pioneer Natural Resources Co0.14%
  • Roper Technologies Ord0.14%
  • CINTAS CORP COM0.13%
  • Constellation Energy Corp0.13%
  • Motorola Solutions Inc0.13%
  • M CO0.13%
  • Ecolab Inc0.13%
  • Valero Energy Corporation Ltd0.13%
  • Edwards Lifesciences Corp0.13%
  • Norfolk Southern Corp0.13%
  • Capital One Financial Corp0.13%
  • AUTODESK INC COM0.13%
  • American International Group Inc0.12%
  • Autozone Inc0.12%
  • Arthur J Gallagher & Co0.12%
  • Air Products & Chemicals Inc0.12%
  • Hilton Worldwide Holdings Inc0.12%
  • Dexcom Inc0.12%
  • Travelers Cos Inc The0.12%
  • General Motors Co0.12%
  • Truist Financial Corp0.12%
  • FORD MOTOR CO0.12%
  • Welltower Inc0.12%
  • Simon Property Group Inc0.12%
  • Copart0.11%
  • ROSS STORES INC COM0.11%
  • Super Micro Computer Inc0.11%
  • DR Horton Inc0.11%
  • Nucor Corporation0.11%
  • Carrier Global Corp0.11%
  • Microchip Technology Inc0.11%
  • United Rentals Inc0.11%
  • Williams Cos Inc The0.11%
  • ONEOK Inc0.11%
  • Iqvia Holdings0.10%
  • Public Storage0.10%
  • Crown Castle Inc0.10%
  • Metlife Inc0.10%
  • Allstate Corp The0.10%
  • American Electric Power Co Inc0.10%
  • Sempra Energy0.10%
  • AFLAC INC0.10%
  • Realty Income Corp0.10%
  • WW Grainger Inc0.10%
  • LULULEMON ATHLETICA INC0.10%
  • IDEXX Laboratories Inc0.10%
  • TE Connectivity Ltd0.10%
  • Johnson Controls International PLC0.10%
  • MSCI Inc0.10%
  • FASTENAL CO0.10%
  • Fidelity National Information Services I0.10%
  • Ameriprise Financial Inc0.10%
  • Monster Beverage Corp0.10%
  • The Bank of New York Mellon Corporation0.10%
  • Constellation Brands Inc0.10%
  • Digital Realty Trust Inc0.10%
  • Kimberly Clark Corp0.10%
  • Fortinet Inc0.10%
  • Occidental Petroleum Corporation0.10%
  • Agilent Technologies Inc0.10%
  • Lennar Corp0.10%
  • Humana Inc0.10%
  • Prudential Financial Inc0.10%
  • AMETEK Inc0.10%
  • Hess Corp0.10%
  • Centene Corp0.09%
  • Collateralized Borrowing & Lending Obligation0.09%
  • Cummins Inc0.09%
  • Newmont Corporation0.09%
  • Dominion Energy Inc0.09%
  • Dow Inc0.09%
  • Corteva Inc0.09%
  • Sysco Corp0.09%
  • LHarris Technologies Inc0.09%
  • Otis Worldwide Corp0.09%
  • Cencora Inc0.09%
  • General Mills Inc0.09%
  • CoStar Group0.09%
  • PAYCHEX INC COM0.09%
  • Old Dominion Freight Line Inc0.09%
  • Republic Services Inc0.09%
  • Yum Brands Inc0.09%
  • Ingersoll Rand Inc0.09%
  • Martin Marietta Materials Inc0.09%
  • Kroger Co0.09%
  • Quanta Services Inc0.09%
  • EXELON CORP0.08%
  • Gartner Inc0.08%
  • Kenvue Inc0.08%
  • GE Healthcare Technologies Inc0.08%
  • Cognizant Technology Solutions Corp0.08%
  • Vulcan Materials Co0.08%
  • ESTEE LAUDER CL A ORD0.08%
  • PG&E Corporation0.08%
  • Diamondback Energy Inc0.08%
  • Kinder Morgan Inc0.08%
  • Moderna Inc0.08%
  • HALLIBURTON CO0.08%
  • Global Payments Inc0.08%
  • Arch Capital Group Ltd0.08%
  • CDW Corporation0.08%
  • Dollar General Corp0.08%
  • Verisk Analytics Inc0.08%
  • PPG Industries0.08%
  • Baker Hughes Co0.08%
  • ARCHER DANIELS MIDLAND CO0.08%
  • Rockwell Automation Inc0.08%
  • Public Service Enterprise Group Inc0.08%
  • DuPont de Nemours Inc0.07%
  • Equifax Inc0.07%
  • Royal Caribbean Cruises Ltd0.07%
  • Discover Financial Services0.07%
  • Monolithic Power Systems Inc0.07%
  • ELECTRONIC ARTS INC COM0.07%
  • Devon Energy Corp0.07%
  • Keurig Dr Pepper Inc0.07%
  • ON Semiconductor Corp0.07%
  • Consolidated Edison Inc0.07%
  • BIOGEN INC0.07%
  • Xylem Inc NY0.07%
  • Fair Isaac & Co Inc0.07%
  • Extra Space Storage Inc0.07%
  • VICI Properties Inc0.07%
  • The Hartford Financial Services Group Inc0.07%
  • Delta Air Lines Inc0.07%
  • Fortive Corp0.07%
  • Ansys0.07%
  • XCEL ENERGY INC COM0.07%
  • The Kraft Heinz Company0.07%
  • West Pharmaceutical Services Inc0.07%
  • Hershey Co The0.07%
  • ResMed Inc0.07%
  • CBRE Group Inc0.07%
  • Charter Communications Inc0.06%
  • Mettler Toledo International Inc0.06%
  • Tractor Supply Co0.06%
  • WILLIS TOWERS WATSON PLC0.06%
  • Zimmer Biomet Holdings Inc0.06%
  • DOLLAR TREE INC0.06%
  • Ebay Inc0.06%
  • Keysight Technologies Inc0.06%
  • T ROWE PRICE GROUP I0.06%
  • CARDINAL HEALTH INC0.06%
  • Edison International0.06%
  • Howmet Aerospace Inc0.06%
  • HEWLETT PACKARD CO0.06%
  • AvalonBay Communities Inc0.06%
  • NVR Inc0.06%
  • Weyerhaeuser Co0.06%
  • Lyondellbasell Industries N V0.06%
  • Westinghouse Air Brake Technologies Corp0.06%
  • WEC Energy Group Inc0.06%
  • Builders Firstsource Inc0.06%
  • Church & Dwight Co Inc0.06%
  • PulteGroup Inc0.06%
  • Ulta Beauty Inc0.06%
  • Fifth Third Bancorp0.06%
  • Corning Inc0.06%
  • Targa Resources Corp0.06%
  • Dover Corp0.06%
  • M&T Bank Corp0.05%
  • Raymond James Financial Inc0.05%
  • Deckers Outdoor Corp0.05%
  • Broadridge Financial Solutions Inc0.05%
  • Molina Healthcare0.05%
  • American WaterWorks Co Inc0.05%
  • TAKE TWO INTERACTIVE S COM0.05%
  • Iron Mountain Inc0.05%
  • SBA Communications Corp0.05%
  • Align Technology Inc0.05%
  • State Street Corp0.05%
  • DTE Energy Co0.05%
  • Hewlett Packard Enterprise Co0.05%
  • Garmin Ltd0.05%
  • PTC Inc0.05%
  • Steel Dynamics Inc0.05%
  • Entergy Corp0.05%
  • Corpay Inc0.05%
  • Hubbell Inc0.05%
  • Aptiv PLC0.05%
  • STERIS PLC0.05%
  • WESTERN DIGITAL CORP COM0.05%
  • Axon Enterprise Inc0.05%
  • International Flavors & Fragrances Inc0.05%
  • Illumina Inc0.05%
  • Equity Residential0.05%
  • Genuine Parts Co0.05%
  • Baxter International Inc0.05%
  • NETAPP INC0.05%
  • Nasdaq Inc0.05%
  • Ball Corp0.05%
  • Coterra Energy Ord0.05%
  • Eversource Energy0.05%
  • Brown & Brown Inc0.05%
  • Invitation Homes Inc0.05%
  • Waters Corp0.05%
  • Alexandria Real Estate Equities Inc0.05%
  • PPL Corp0.05%
  • Teledyne Technologies Inc0.05%
  • Huntington Bancshares Inc0.05%
  • Cooper Companies Inc0.05%
  • Darden Restaurants Inc0.05%
  • FirstEnergy Corp0.05%
  • Cincinnati Financial Corp0.04%
  • Ameren Corp0.04%
  • Veralto Corp0.04%
  • Regions Financial Corp0.04%
  • Cboe Global Markets Inc0.04%
  • Warner Bros Discovery Inc0.04%
  • McCormick & Co Inc0.04%
  • Jacobs Solutions Inc0.04%
  • Omnicom Group Inc0.04%
  • Las Vegas Sands Corp0.04%
  • Clorox Co The0.04%
  • Principal Financial Group Inc0.04%
  • Textron Inc0.04%
  • Laboratory Corp Of America Holdings0.04%
  • IDEX CORP0.04%
  • Hologic Inc0.04%
  • Northern Trust Corp0.04%
  • Seagate Technology Holdings PLC0.04%
  • First Solar Inc0.04%
  • Leidos Holdings Inc0.04%
  • EXPEDIA INC0.04%
  • CenterPoint Energy Inc0.04%
  • Avery Dennison Corp0.04%
  • Atmos Energy Corp0.04%
  • WR Berkley Corp0.04%
  • Tyler Technologies Inc0.04%
  • CMS Energy Corp0.04%
  • Expeditors International of Washington I0.04%
  • Synchrony Financial0.04%
  • Ventas Inc0.04%
  • Southwest Airlines Co0.04%
  • Domino s Pizza Inc0.04%
  • SKYWORKS SOLUTIONS INC COM0.04%
  • Masco Corp0.04%
  • FactSet Research System Inc0.04%
  • Everest Group Ltd0.04%
  • Teradyne Inc0.04%
  • Celanese Corp0.04%
  • Jabil Inc0.04%
  • Citizens Financial Group Inc0.04%
  • Packaging Corp of America0.04%
  • TYSON FOODS INC0.04%
  • VERISIGN INC COM0.04%
  • Marathon Oil Corp0.04%
  • Carnival Corp0.04%
  • Enphase Energy Inc0.04%
  • Akamai Technologies Inc0.04%
  • J B Hunt Transport Services Inc0.04%
  • Trimble Inc0.04%
  • EPAM Systems Inc0.04%
  • CF Industries Holdings Inc Ord Shs0.04%
  • Essex Property Trust Inc0.04%
  • Best Buy Co Inc0.04%
  • United Airlines Holdings Ord0.04%
  • Pool Corp0.04%
  • Snap on Inc0.04%
  • WALGREENS BOOTS ALLIANCE INC WBA0.04%
  • Zebra Technologies Corp0.04%
  • Albemarle Corp0.03%
  • Lamb Weston Holdings Inc0.03%
  • Mid America Apartment Communities Inc0.03%
  • NRG Energy Inc0.03%
  • EQT Corporation0.03%
  • Kellogg Co0.03%
  • Stanley Black & Decker Inc0.03%
  • Live Nation Entertainment Inc0.03%
  • Nordson Corp0.03%
  • Bunge Global SA0.03%
  • KeyCorp0.03%
  • Quest Diagnostics Inc0.03%
  • Host Hotels & Resorts Inc0.03%
  • Viatris Inc0.03%
  • LKQ Corp0.03%
  • Loews Corp0.03%
  • Conagra Brands Inc0.03%
  • Pentair PLC0.03%
  • Charles River Laboratories International Inc0.03%
  • Carmax Inc0.03%
  • Amcor PLC0.03%
  • INTERNATIONALPAPER CO0.03%
  • JM Smucker Co The0.03%
  • Healthpeak Properties Inc0.03%
  • Kimco Realty Corp0.03%
  • Rollins Inc0.03%
  • Revvity Inc0.03%
  • MGM Resorts International0.03%
  • Alliant Energy Corp0.03%
  • Westrock Co0.03%
  • Jack Henry & Associates Inc0.03%
  • Gen Digital Inc0.03%
  • Interpublic Group of Companies Inc0.03%
  • Molson Coors Beverage Co0.03%
  • Evergy Inc0.03%
  • AES Corp VA0.03%
  • Insulet Corp0.03%
  • Juniper Networks Inc0.03%
  • Allegion plc0.03%
  • EASTMAN CHEMICAL CO0.03%
  • Huntington Ingalls Industries Inc0.03%
  • NiSource Inc0.03%
  • UDR Inc0.03%
  • Bath & Body Works Inc0.03%
  • F Inc0.03%
  • Universal Health Services Inc0.03%
  • Qorvo Inc0.03%
  • Bio Techne Ord0.03%
  • News Corp0.03%
  • AO Smith Corp0.02%
  • Tapestry Inc0.02%
  • Teleflex Inc0.02%
  • The Mosaic Company Ltd0.02%
  • Incyte Corp0.02%
  • Camden Property Trust0.02%
  • Apa Corporation0.02%
  • Dayforce Inc0.02%
  • Catalent Inc0.02%
  • Hormel Foods Corp0.02%
  • American Airlines Group Inc0.02%
  • Globe Life Inc0.02%
  • Regency Centers Corp0.02%
  • Match Group Inc0.02%
  • HENRY SCHEIN INC COM USD0.02%
  • Assurant Inc0.02%
  • WYNN RESORTS LTD0.02%
  • Paycom Software Inc0.02%
  • Caesars Entertainment Inc0.02%
  • Boston Properties Inc0.02%
  • Brown Forman Corp0.02%
  • Norwegian Cruise Line Holdings Ltd0.02%
  • CH Robinson Worldwide Inc0.02%
  • Campbell Soup Co0.02%
  • Pinnacle West Capital Corp0.02%
  • Franklin Resources Inc0.02%
  • MarketAxess Holdings Inc0.02%
  • Robert Half Inc0.02%
  • Etsy Inc0.02%
  • BorgWarner Inc0.02%
  • FMC CORP0.02%
  • Generac Holdings Inc0.02%
  • Federal Realty Investment Trust0.02%
  • FOX Registered Shs A0.02%
  • Invesco Ltd0.02%
  • DaVita Inc0.02%
  • HASBRO INC COM0.02%
  • Ralph Lauren Corp0.02%
  • Comerica Inc0.02%
  • Bio Rad Laboratories Inc A0.02%
  • Dentsply Sirona Inc0.02%
  • Mohawk Industries Inc0.02%
  • Paramount Global Class B0.01%
  • VF Corp0.01%
  • FOX Registered Shares B0.01%
  • Net Receivables Payables-0.04%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

32.04%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

30.74%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

30.59%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

28.65%

Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

EQUITY

Moderately High

26.50%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

25.47%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

24.97%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

22.49%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

16.99%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

14.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

84.78%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

58.12%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

50.84%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

47.66%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

46.54%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

44.41%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

41.10%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.53%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.58%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

24.33%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

23.69%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

16.26%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

14.78%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

27.16%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

21.76%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

19.62%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

19.28%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

15.31%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

9.31%

Fund Managers

AS

Mr. Ankush SoodFund Manager

Mr. Ankush Sood has prior experience prominently in Institutional Sales Trading Function.He has been associated with Motilal Oswal Financial Services Limited herein he was primarily responsible for Servicing Domestic & Foreign nstitutional Clients.

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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