Question 1

Which funds are similar to Motilal Oswal S&P 500 Index Fund Direct-Growth?

Accepted Answer

Funds similar to Motilal Oswal S&P 500 Index Fund Direct-Growth in the Equity: International category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Motilal Oswal S&P 500 Index Fund Direct-Growth compare to the category average?

Accepted Answer

The comparison of Motilal Oswal S&P 500 Index Fund Direct-Growth against the Equity: International category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Motilal Oswal S&P 500 Index Fund Direct-Growth in its category?

Accepted Answer

The rank of Motilal Oswal S&P 500 Index Fund Direct-Growth within the Equity: International category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Motilal Oswal S&P 500 Index Fund Direct-Growth?

Accepted Answer

Top alternatives to Motilal Oswal S&P 500 Index Fund Direct-Growth in the Equity: International category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — S&P 500 Total Return Index — are also listed separately.

Question 5

How does Motilal Oswal S&P 500 Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Motilal Oswal S&P 500 Index Fund Direct-Growth is 0.62%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Motilal Oswal S&P 500 Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Motilal Oswal S&P 500 Index Fund Direct-Growth has an AUM of ₹ 4.58 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Equity: International category?

Accepted Answer

The top-performing funds by 3-year returns in the Equity: International category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Motilal Oswal S&P 500 Index Fund Direct-Growth better than index funds in the same category?

Accepted Answer

Whether Motilal Oswal S&P 500 Index Fund Direct-Growth beats index funds in the Equity: International category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Motilal Oswal S&P 500 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Motilal Oswal S&P 500 Index Fund Direct-Growth has a Sharpe ratio of 1.30. A Sharpe of 1.30 means the fund generates strong returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking S&P 500 Total Return Index with lower costs?

Accepted Answer

Funds tracking the same benchmark as Motilal Oswal S&P 500 Index Fund Direct-Growth — S&P 500 Total Return Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	+34.25%	40.15%	33 / 59
3Y Return	+25.79%	25.43%	26 / 58
5Y Return	+17.70%	13.04%	6 / 40
10Y Return	—	13.31%	—

Motilal Oswal S&P 500 Index Fund Direct-Growth

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