MOTILAL OSWAL Mutual funds

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Performance of various indices

Indices 1 Year 3 Years 5 Years 10 Years 14 Years
Nifty 50 TRI 12.53 15.49 8.39 10.48 12.81
Nifty Next 50 TRI 5.42 10.8 10.44 12.52 14.24
Nifty Midcap 150 TRI 3.6 10.35 10.28 12.51 13.22
Nifty Smallcap 250 TRI -4.39 2.19 4.16 8.64 10.35
Nifty 500 TRI 9.41 13.31 8.52 10.26 12.26
Nifty Bank TRI 19.11 21.18 12.25 14.43 16.64

Returns as on 29.11.2019 | Source :- www.mutualfundindia.com | All information contained herein is obtained by ICRA Online Limited ("ICRON") from sources believed by it to be accurate and reliable. Because of the possibility of human or mechanical error as well as other factors, however, all information contained herein is provided "AS IS" without warranty of any kind. ICRON adopts all necessary measures so that the information it uses is of sufficient quality and from sources ICRON considers to be reliable including, when appropriate, independent third-party sources. However, ICRON is not an auditor and cannot in every instance independently verify or validate information received in preparing this document. All information contained herein must be construed solely as statements of opinion, and ICRA Online Limited or its affiliates or group companies and its respective and any of its officers, directors, personnel and employees, disclaim liability to any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, as also any loss of profit in any way arising from the use of this document or its contents in any manner or for any contingency within or beyond the control of, ICRON or any of its directors, officers, employees, agents, representatives, licensors or suppliers, arising from or in connection with the information contained herein or the use of or inability to use any such information. Opinions expressed in the document are not the opinions of our holding company, ICRA Limited (ICRA), and should not be construed as any indication of credit rating or grading of ICRA for any instruments that have been issued or are to be issued by any entity. The recipient alone shall be fully responsible and/or are liable for any decision taken on the basis of this document and/or the information contained herein

WHY MOTILAL OSWAL INDEX FUNDS & ADVANTAGES OF INVESTING

All 6 index funds are unique and differ in risk and return. Our goal is to allow investors to choose the funds that match their risk appetite and return expectations.

Index Funds vs ETFs- Major Differences

Features Exchange Traded Fund (ETFs) Index Fund
Net Assets Value (NAV) Real Time End of the day
Liquidity Provider@ Authorised Participants (APs) on stock exchange + Fund itself Only by Fund
Portfolio Disclosure Daily Monthly
Intraday Trading Possible if investor has required inventory of units Not Possible
Cost effectiveness Each investor bears their own transaction cost Transaction costs are spread across the fund
Holding format Compulsory in Demat form Physical + Demat
Investment decision Can be bought / sold anytime during market hours at prices that are expected to be close to actual NAV of the Scheme. Thus, investor invests at real-time prices as opposed to end of day prices. Not applicable

@ In case of ETFs, the Scheme offers units for subscription/ redemption directly with the Mutual Fund subject to minimum lot size of units which are generally high amounts. Investor can buy/ sell ETF any units in cash segment on secondary market of exchanges where it is listed in multiple of 1unit.

Frequently Asked Question

  • Passive investing is an investing strategy that tracks a market-weighted index. It broadly refers to a buy-and-hold portfolio strategy for long-term investment horizons, with minimal trading in the market.
  • Investing in Index funds and ETFs are the most common form of passive investing.
  • An index fund is a type of mutual fund which constructs its portfolio by tracking the composition of a standard market index such as the Nifty 50 or the Sensex. The fund not only invests in stocks which constitute the benchmark index but also the same proportion.
  • For example – a rise of 1% in the index will lead to a 1% increase in the fund and vice versa. There are numerous indexes (Nifty50, Nifty 500, Nifty Smallcap 150) and many others.
  • An index fund is a diversified equity fund delivers returns in line with the index it tracks. For example – a midcap 150 index fund will track the nifty midcap 150 index.
  • The fund manager simply replicates the portfolio of the index in quantity, stocks and proportion. The fund manager has no discretion over stock selection/ strategy of the mutual fund and so the fund has no fund manager bias.