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Should You Invest In Motilal Oswal S&P 500 Index Fund - Regular Plan?

This blog aims to share factual information about the Motilal Oswal S&P 500 Index Fund - Regular Plan. Learn more details about the fund’s historical performance, the current portfolio of stocks, and how you can invest in the fund using Cube Wealth.
February 25, 2021

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The Motilal Oswal S&P 500 Index Fund invests in popular stocks like Apple, Amazon, Microsoft, and Facebook. Does that mean you should invest in it? 

Not so fast. Let’s understand a little more about the fund and of course remember to consult a Cube Wealth Coach before investing in any asset.

What Is Motilal Oswal S&P 500 Index Fund?

The Motilal Oswal S&P 500 Index Fund is an open-ended international equity fund. It tracks the S&P 500 index, the US stock index which hosts 500 of the biggest companies in the world. 

When someone says “tracks an index”, it means that the fund invests in all the stocks in the underlying index. That’s exactly what the Motilal Oswal S&P 500 Index Fund does as well.

It invests in all 500 stocks on the S&P 500 index which includes the likes of Microsoft, Vanguard ETF, Tesla, Adobe, Alphabet, etc.

Fun Fact: Legendary investor Warren Buffet is believed to be a big fan of index funds. The Oracle of Omaha believes that retail investors may benefit from investing in index funds rather than picking individual stocks on their own without proper knowledge.

However, it is recommended to consult a Cube Wealth Coach before investing in any international mutual fund. 

Primary Investment Objective

The Motilal Oswal S&P 500 Index Fund’s primary objective is to generate returns that mirror the S&P 500 index (subject to tracking error). However, there’s no guarantee that the primary objective of the scheme will be met.  

What Is Tracking Error?

Tracking error measures the difference between the returns generated by the index fund versus the returns generated by the underlying index it is trying to mirror. 

A low tracking error means that the index fund is doing well. Higher tracking error implies that the fund is performing poorly.

Motilal Oswal S&P 500 Index Fund Information

Mutual Fund Name

Motilal Oswal S&P 500 Index Fund

Category

Open-ended equity scheme

Date of Inception

28-Apr-2020

Returns Since Inception

26.48%

Motilal Oswal S&P 500 Index Fund NAV

₹ 12.648

Benchmark Index

S&P 500 TRI

Minimum Investment Amount in Cube

₹10,000

Expense Ratio

1.19%

AUM

₹832 Cr

52-Week NAV High

₹12.89

52-Week NAV Low

₹9.71


Note: All facts and figures are updated as of 25/02/2021 and are taken from publicly available sources. While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.

Motilal Oswal S&P 500 Index Fund Portfolio

Company Name

Ticker

Apple Inc. (USA)

AAPL

Microsoft Corporation (US)

MSFT

Vanguard S&P 500 ETF

VOO

Amazon. com Inc. (USA)

AMZN

Facebook Co

FB


Note: Stocks mentioned above are a part of the fund’s portfolio as of 25-02-2021. This information is subject to change at any time. 

Read more about how to invest in international mutual funds using Cube Wealth

About The Motilal Oswal S&P 500 Index Fund Team

Motilal Oswal S&P 500 Index Fund is managed by Herin Visaria and Abhiroop Mukherjee. Herein Visaria and Abhiroop Mukherjee have been at the helm since 15th April 2020. 

Herin Visaria has a B.com degree from the University of Mumbai and has worked at Motilal Oswal Securities Limited in Institutional Derivatives Research, Religare Capital Markets Ltd, and Bank of Baroda Capital Markets Ltd. 

Abhiroop Mukherjee holds a B.Com degree from Calcutta University. He also has a PGPBF (Finance) from the National Institute of Bank Management. He has prior experience working with PNB Gilts Ltd.

Competition

  • Edelweiss Greater China Equity Off-shore Fund
  • Franklin India Feeder - Franklin U.S. Opportunities Fund
  • Nippon India Japan Equity Fund
  • PGIM India Global Equity Opportunities Fund

Cube Wealth strongly advises investors to consult a Cube Wealth Coach before investing in any mutual fund.

Cube's Mutual Fund Advisor

The mutual funds available on the Cube Wealth app are handpicked by Wealth First, Cube’s mutual fund advisory partner. WF curates a list of the best mutual funds that you can invest in.  

Wealth First was founded in 2000 and has a track record of beating the market by ~50% over the past decade. They have over 3000+ clients and an AUM of ₹7000+ crores. 

Download the Cube Wealth app to invest in the best mutual funds in India

Watch this video to know more about Cube Wealth’s mutual fund partner, Wealth First

FAQs

Q. What is Motilal Oswal S&P 500 fund?

Ans. Motilal Oswal S&P 500 fund is an index fund that invests in 500 of the best US stocks listed on the S&P 500. It's portfolio includes shares of companies like Apple, Amazon, Google, Microsoft, Tesla, and more.

Q. Is S&P 500 index fund a good investment?

Ans. A S&P 500 index fund like Motilal Oswal S&P 500 Index Fund allows you to benefit from the growth of 500 of the biggest companies listed on the S&P 500 index. Every company has its own sectoral and intrinsic advantage which this fund looks to leverage to deliver profits.

Thus, you may benefit from the returns (in USD), geographical diversification, and the fact that you don't have to pick the US stocks yourself - the fund manager will do that for you.

Q. Can you buy S&P 500 index fund?

Ans. Yes, you can buy Motilal Oswal S&P 500 Index Fund using an app like Cube Wealth. Cube is simple to use and doesn't confuse you with complicated graphs and jargon. Download Cube For Free to know more about Motilal Oswal S&P 500 Index Fund.

Shriram Shekhar
Shriram is a Consultant at CubeWealth. He has developed cutting edge IT products for over 2 years before turning to his passion for the written word. His love for philosophy, developing products, and empowering people through quality content is what got him to CubeWealth.

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