S&P 500 Index

The S&P 500® index is widely regarded as the best single gauge of large-cap U.S. equities. The index is designed to measure the performance of leading 500 companies listed in United States and covers approximately 80% of available market capitalization.

Global Exposure - In 2018, more than 40% of the sales of S&P 500 constituents were reported from foreign countries

World’s one of the most popular and tracked index; S&P 500 Index has largest asset tracked/benchmarked globally

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Very long track record of over 63 years

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Pure large
caps
exposure

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Very low correlation with Indian equity market

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Dollar hedge for Indian investors

Performance : S&P 500

Global Indices, in USD

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CAGR
Since

NASDAQ-100
TRI USD

S&P 500
TRI USD

DAX
TRI USD

FTSE 100
TRI USD

Nifty 500
TRI USD

MSCI ACWI
TRI

Dec 31, 2010 -
Mar 19, 2020

15.12%

9.56%

-0.07%

-0.79%

-0.82%

4.89%

Data Source: Bloomberg; Performance in USD as of Close of December 31, 2010 – March 19, 2020; Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in future. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future. Please note not all Indices available are mentioned here in. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. Readers shall be fully responsible/liable for any decision taken on the basis of this article

Data Label

3 Year

<5 Year

7 Year

10 Year

Returns (INR)

S&P 500 TRI (INR)

Nifty 500 TRI

12.80%

7.50%

12.70%

6.30%

16.90%

12.20%

17.80%

9.60%

Annuallized Volatiity

S&P 500 TRI (INR)

Nifty 500 TRI

14.10%

13.20%

13.90%

14.10%

13.80%

14.50%

15.40%

15.10%

Source: Bloomberg (Data as of Feb 2020)

Why S&P 500 Index

Scheme Details

    • The expense ratio is subject to change upto the limit specified in SID at discretion of AMC. For tracking current expense ratio refer (www.motilaloswalmf.com)

      • Rs. 500/- and multiple of Re. 1/- thereafter (Minimum Installment – 12)
      • Rs. 500/- and multiple of Re. 1/- thereafter (Minimum Installment – 12)
      • Rs. 500/- and multiple of Re. 1/- thereafter (Minimum Installment – 12)
      • Rs. 1500/- and multiple of Re. 1/- thereafter (Minimum Installment – 4)
      • Rs. 6,000/- and multiple of Re. 1/- thereafter (Minimum Installment – 1)

Riskometer

Investors understand that their principal will be at
high risk

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Frequently Asked Question

  • Motilal Oswal S&P 500 index fund is an index fund which invests in the companies that are part of the S&P 500 Index (US) in the same weightage as in the index. The objective of this fund is to seek investment return corresponds to (before fees & expenses) the performance of the S&P 500 Index (US), subject to tracking error.
  • The S&P 500® index includes 500 leading companies that are diversified across all 11 Sectors. The index covers approximately 82% of available market capitalization that are listed on US Stock Exchanges.
  • The index is regarded as the best single gauge of large-cap US equities. There is over USD 9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately USD 3.4 trillion of this total making it the largest and most widely traded index in the world. For more information on S&P 500 Index (click here).
  • Created in 1957, the index is one of the oldest index with over a 60-year live track record. The S&P 500 was the first US market-cap-weighted stock market index. Today, it's the basis of many listed and over-the-counter investment instruments.
  • The S&P 500 is a proxy for the US equity market, and it is the only stock market benchmark serving as an economic indicator in The Conference Board Leading Economic Index. It has stood for US stock market performance in that context since 1968.