Talk to Expert : +91-9660032889
0
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Motilal Oswal S&P 500 Index Fund - Regular Plan Growth

Motilal Oswal S&P 500 Index Fund - Portfolio Analysis

  • ₹22.75 (0.84%)

    Current NAV 23-12-2024

  • 28.15%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹500

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 54.16%
  • Debt 0.41%
  • Others 0.06%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Others 54.16

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Capital Goods

Services

Technology

Consumer Discretionary

Healthcare

Financial

Energy

Consumer Staples

Insurance

Automobile

Communication

Others

Chemicals

Construction

Metals & Mining

Diversified

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Microsoft Corportion (US) Technology 6.92% - 0%
Apple Inc. (USA) Consumer Discretionary 6.26% - 0%
NVIDIA Corporation (USA) Capital Goods 6.07% - 0%
Amazon. com Inc. (USA) Services 3.62% - 0%
Meta Platforms Inc Services 2.3% - 0%
Berkshire Hathway Inc (US) Insurance 1.69% - 0%
Broadcom Corporation (USA) Capital Goods 1.31% - 0%
JP Morgan Chase & Co. (US) Financial 1.31% - 0%
Exxon Mobil Corporation Ltd. (US) Energy 1.19% - 0%
Visa Inc Financial 0.97% - 0%
Procter & Gamble (USA) Consumer Staples 0.87% - 0%
Costco Wholesale Corporation (USA) Services 0.81% - 0%
Johnson & Johnson Ltd. Healthcare 0.79% - 0%
Merck & Co Inc (US) Healthcare 0.71% - 0%
Chevron Corporation Energy 0.63% - 0%
Wal-Mart Stores (US) Services 0.63% - 0%
Bank of America Financial 0.62% - 0%
NetFlix Inc. (USA) Services 0.62% - 0%
Coca Cola Co. (US) Consumer Staples 0.55% - 0%
QUALCOMM Inc. (USA) Capital Goods 0.51% - 0%
Adobe Inc Technology 0.45% - 0%
Cisco Systems Inc. (USA) Communication 0.42% - 0%
Mc DonaldS Corporation (US) Services 0.42% - 0%
Oracle Corporation (US) Technology 0.42% - 0%
Accenture PLC Others 0.4% - 0%
Applied Materials Inc. (USA) Capital Goods 0.4% - 0%
General Electric Company (GE_old) Capital Goods 0.4% - 0%
Texas Instruments Inc. (US) Capital Goods 0.4% - 0%
Caterpillar INC (US) Automobile 0.39% - 0%
Danaher Corporation Healthcare 0.38% - 0%
Amgen Inc. (USA) Healthcare 0.37% - 0%
Comcast Corporation (USA) Communication 0.36% - 0%
Intuit Inc. (USA) Technology 0.36% - 0%
International Business Machines Technology 0.34% - 0%
Intuitive Surgical Inc. (USA) Healthcare 0.32% - 0%
Micron Technology Inc. (USA) Capital Goods 0.31% - 0%
Intel Corporation (USA) Capital Goods 0.29% - 0%
Lowe S Companies Inc (USA) Consumer Discretionary 0.29% - 0%
Lam Research Corporation (USA) Capital Goods 0.27% - 0%
Analog Devices Inc Capital Goods 0.26% - 0%
Vertex Pharmaceuticals Inc. (USA) Healthcare 0.26% - 0%
Chubb Corporation (US) Insurance 0.25% - 0%
Automatic Data Processing Inc. (USA) Technology 0.23% - 0%
KLA Corporation Capital Goods 0.23% - 0%
Regeneron Pharmaceuticals Inc Healthcare 0.23% - 0%
Deere & Company Ltd. (USA) Automobile 0.22% - 0%
Mondelez International Consumer Staples 0.21% - 0%
Fiserv Inc. (USA) Technology 0.2% - 0%
Starbucks Corporation (USA) Services 0.2% - 0%
Altria Group Inc Consumer Staples 0.18% - 0%
Gilead Sciences Inc. (USA) Healthcare 0.18% - 0%
CVS Health Corporation Healthcare 0.17% - 0%
Colgate-Palmolive (USA) Consumer Staples 0.17% - 0%
Freeport McMoran Copper & Gold Ltd. Others 0.17% - 0%
McKesson Corporation (USA) Healthcare 0.17% - 0%
EOG Resources Inc Energy 0.16% - 0%
Schlumberger Ltd. (Netherland) Others 0.15% - 0%
CSX Corporation (US) Services 0.15% - 0%
General Dynamics Corporation Capital Goods 0.15% - 0%
Marathon Petroleum Corp. (USA) Energy 0.15% - 0%
Northrop Grumman Co. (US) Capital Goods 0.14% - 0%
Ecolab Inc Chemicals 0.13% - 0%
FedEx Corp (USA) Services 0.13% - 0%
O Reilly Automotive Inc. (USA) Services 0.13% - 0%
PACCAR Inc. (USA) Automobile 0.13% - 0%
Microchip Technology Inc. (USA) Capital Goods 0.12% - 0%
3M (USA) Diversified 0.12% - 0%
Valero Energy Corporation Ltd. (USA) Energy 0.12% - 0%
Aflac Inc Insurance 0.11% - 0%
Newmont Corporation (Newmont) Metals & Mining 0.11% - 0%
ONEOK Inc Energy 0.11% - 0%
Ross Stores Inc. (USA) Services 0.11% - 0%
Autodesk Inc. (USA) Technology 0.1% - 0%
Bank of New York Mellon (US) Financial 0.1% - 0%
Hess Corp (Foreign) Energy 0.1% - 0%
Cummins (USA) Automobile 0.09% - 0%
Monster Beverage Corporation (US) Consumer Staples 0.09% - 0%
Nucor Corp (USA) Metals & Mining 0.09% - 0%
Occidental Petroleum Corporation Energy 0.09% - 0%
Paychex Inc. (USA) Services 0.09% - 0%
Amerisource Bergen Corp Healthcare 0.08% - 0%
Baker Hughes Inc. (US) Energy 0.08% - 0%
Exelon (US) Energy 0.08% - 0%
Fastenal Co (USA) Capital Goods 0.08% - 0%
Kroger (US) Services 0.08% - 0%
Martin Marietta Materials Construction 0.08% - 0%
Sysco Corp (USA) Services 0.08% - 0%
Verisk Analytics Inc Technology 0.08% - 0%
Vulcan Materials Co (USA) Construction 0.08% - 0%
Archer Daniels Midland Co. Ltd. (Chicago) Consumer Staples 0.07% - 0%
Biogen Inc. Healthcare 0.07% - 0%
Cognizant Technology Solutions Corp. Technology 0.07% - 0%
Electronic Arts Inc. (USA) Technology 0.07% - 0%
Hewlett Packard Company Technology 0.07% - 0%
Halliburton Co (USA) Energy 0.07% - 0%
PPG Industries Chemicals 0.07% - 0%
ResMed Inc (Australia) Healthcare 0.07% - 0%
Garmin Ltd. (USA) Services 0.06% - 0%
American Water Works Co Inc Energy 0.06% - 0%
eBay Inc. (USA) Services 0.06% - 0%
Kraft Heinz Co Consumer Staples 0.06% - 0%
NetApp Inc. (USA) Technology 0.06% - 0%
T Rowe Price Group Financial 0.06% - 0%
Dollar Tree Inc. (USA) Services 0.05% - 0%
SBA Communications Corporation Construction 0.05% - 0%
State Street Corp (US) Financial 0.05% - 0%
Western Digital Corporation Technology 0.05% - 0%
Bunge Global SA Consumer Staples 0.04% - 0%
Seagate Technology (USA) Technology 0.04% - 0%
The Cooper Companies Inc. Healthcare 0.04% - 0%
Expeditors International of Washington Inc. Services 0.04% - 0%
Idex Corporation (Foreign) Capital Goods 0.04% - 0%
Illumina Inc. (USA) Healthcare 0.04% - 0%
Marathon Oil Corporation (USA) Energy 0.04% - 0%
Northern Trust (US) Financial 0.04% - 0%
Amcor Ltd Services 0.03% - 0%
Akamai Technologies Inc. (USA) Technology 0.03% - 0%
CF Industries Holdings Inc (US) Chemicals 0.03% - 0%
Expedia Inc. (USA) Services 0.03% - 0%
VeriSign Inc. (USA) Technology 0.03% - 0%
C. H. Robinson Worldwide Inc. (USA) Services 0.02% - 0%
FMC Corporation (Philadelphia) Chemicals 0.02% - 0%
F5 Networks Inc. (USA) Technology 0.02% - 0%
Franklin Resources (US) Financial 0.02% - 0%
Huntington Ingalls Industries Inc. (US) Capital Goods 0.02% - 0%
Mosaic Company Ltd. Chemicals 0.02% - 0%
News Corporation B (USA) Services 0.02% - 0%
Henry Schein Inc. (USA) Healthcare 0.02% - 0%
Wynn Resorts Ltd. (USA) Services 0.02% - 0%

Discover More with Premium Access

View Stock Information

Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.41

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.41% - 0%

Discover More with Premium Access

View Stock Information

Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.06

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.06% - 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Motilal Oswal S&P 500 Index Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Motilal Oswal S&P 500 Index Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Request call back
Add to Cart Successfully