Motilal Oswal S&P 500 Index Fund – must add in mutual fund portfolio

Motilal Oswal S&P 500 Index Fund – must add in mutual fund portfolio

Motilal Oswal S&P 500 Index Fund Regular – Growth

Rs.10.4671(As on Jun 30, 2020)

AMC : Motilal Oswal Mutual Fund

Fund Class : International

Fund Manager : Herin Visaria

Benchmark : S&P 500 Total Return Index

Basic Information(As on Jun 30, 2020)

Fund Type Launch Date NFO Close Date Inception Date Investment Plan Asset Size (in Cr.) Min.Investments
Open Ended Apr 15, 2020 Apr 23, 2020 Apr 28, 2020 Growth 199.1082 500
Last Dividend Last Bonus Exit Load Scheme Beta Standard Deviation Sharpe Ratio Alpha Ratio
N.A. 0.00 0.00

 

52-week High 11.0883 (Jun 09, 2020)
52-week Low 9.7104 (May 14, 2020)

 

Fund Performance(As On Jun 25, 2020)

Period Absolute Returns(%) CAGR(%) Benchmark Returns SIP Returns
1 Week -2.75 -143.41 -0.43 N.A
1 Month 2.8 30.06 2.64 N.A
3 Months 0 0 3.95 N.A
6 Months 0 0 10.5 N.A
1 Year 0 0 3.1 N.A
3 Years 0 0 16.34 N.A
5 Years 0 0 13.98 N.A
10 Years 0 0 17.65 N.A
Inception 4.66 4.66 N.A N.A

Equity : 97.38%

Debt : 0%

Other : 2.62%

Company wise Asset Allocation(as on May 31, 20)

Company Name Allocation Value (Cr.)
Automatic Data Processing Inc. (USA) 0.24% 0.49
Advanced Micro Devices Inc 0.24% 0.48
Target Corp 0.24% 0.47
Fiserv Inc. (USA) 0.23% 0.47
Southern Co 0.23% 0.46
General Electric Co. (US) 0.22% 0.44
Illumina Inc. (USA) 0.21% 0.41
CSX Corporation (US) 0.21% 0.43
Activision Blizzard Inc. (USA) 0.21% 0.42
Humana Inc 0.21% 0.42

Sector wise Asset Allocation(as on May 31, 20)

Sector Allocation Value
Technology 18.02% 35.90
Financial 12.65% 25.25
Healthcare 11.29% 22.53
Services 11.26% 22.41
Cons Durable 10.14% 20.21
FMCG 9.86% 19.65
Others 14.89% 29.20
Energy 4.46% 8.88
Communication 4.10% 8.14
Engineering 3.33% 6.61
100.00% 198.78

6 Stocks will give best value, you should must hold till 2022

The Corona crisis, china’s border tensions and stock market and several domestic & global reasons impacted share market. But even in such times, there are many companies whose shares have performed strongly

Cement Sector :

The cement sector is also expected to perform well. Big companies like ACC, Ultratec, Grasim should perform well. This is because when the government spends more, its thrust is on infrastructure. It is directly related to cement.

Two-Wheeler Sector :

Domestic and international sales of companies like Hero Motocorp, TVs and Bajaj Auto will increase. The stocks of these companies will perform well in the coming days.

FMCG Pharma sector :

FMCG are expected to have a strong performance of shares of Hindustan Lever, Marian, Dabur and ITC.

IT and Technology Sector :

TCS, Infosys, HCL and Mindtree are also expected to perform well in the coming days as the demand for technology products in the world is increasing.

 

 

 

CREATE ONE CRORE- 1,00,00,000 FREE

Do you really want to create 01 Crore without any investment ?

If yes, Please ready below details.

In your life style, everyday you are expending maximum of avoidable uses, if you will save little of amount from that avoidable expense then you will 100% makes this money.

Example :

1- Case -Smoker

Normally, on my personal survey, If you have habit of smoking then you will use 01 packet of cigarette.

Suppose 01 Packet of Cigarette cost is Rs.150/

Monthly Cost = Rs.150 x 30 =  Rs.4500/-

Yearly Cost = Rs.4500 x 12= Rs.54000/-

INVEST IN SIP

Hence, This is proved that you can save Rs.54000 yearly. if you will invest same amount in SIP- Systematic Investment Plan and CAGR returns with SIP Calculator get only 15% (which is possible) then your amount would become Rs. 1,47,78,332/- 

View Future value with SIP CALCULATOR and start to create your Wealth above 01 Crores free without any investment. 

Invest Direct from ICICI Site New Investor – Click HERE
Invest Direct if you are Existing investor – CLICK HERE

Call us @9891423442 or visit at www.agindiaonline.com to instant investment.

 

Motilal Oswal S&P 500 Index Fund – must add in mutual fund portfolio

India’s Best DEMAT Account Open NOW

How to Open Demat Account in Zerodha?

Are you looking to open demat account in Zerodha? Here you know step by step process with images to open demat account online or offline. Know How to Open Demat Account Online with Zerodha and follow the 9 steps as below.

Step1: Fill Basic Details

Step 2: Set New Password

Step 3: Enter Pan Card Details

Step 4: Pay Account Opening Charges

Step 5: Create Digilocker

Step 6: Fill your KYC Details

Step 7: Upload your Documents

Step 8: E-Sign with Aadhar Number

Step 9: Get CLIENT-ID and Password in Email

Steps to Open Demat Account Online With Zerodha:


Step 1Please fill below Basic Details

Enter your Full name ( as per your Pan Card ), Mobile No, Email Id.

FILL BASIC DETAILS


Step 2Set your New Password

Once you submitted the details click below link and Set your New Password.

Once your Details Enter you will received call from Zerodha Representative. He will fix appointment with you as per your suitable time and he will collect all documents and form signed by you. Your account will be online in 3-4 working days.

If you want to Open Account Online – do it your self-account without help of any.

Click Here – Forget Password

Step 2 - Open Demat Account in Zerodha

You will received new password on your registered email id. Click on that link and set new password.

Set a password


Step 3Enter Pan Card Number & DOB

Enter Pan Card Number &DOB ( Date of Birth Details )with help of that will fetch your details are you KRA register or not?

Step 3 - Open Demat Account in Zerodha


Step 4Pay Account Opening Charges

Pay account opening charges using Net banking or Debit / Credit Card

Equity – 300 Rs

Commodity – 200 Rs

Step 4 - Open Demat Account in Zerodha


Step 5Create Digilocker

If you are not register with KRA or if you already register with KRA you will be redirect directly to Zerodha Account Opening Process form Details.

Step 5 - Open Demat Account in Zerodha

If you are not KRA register that you need to create digilocker account process as per follow

Signup for DigiLocker

Complete Signup

Enter your Aadhar Card Number you will received OTP in the your mobile which is register with Aadhar Card

DigiLocker


Step 6Fill your KYC Details

  • Primary Bank Details
  • Mother name
  • Father name
  • Marital Status
  • Trading Exp

Once your Digilocker process completed you will redirect here. Fill your KYC details and Basic Background infomation

Step 6 - Open Demat Account in Zerodha

Background Info


Step 7Upload your Documents

Which is required for account opening process

  • Cancel Chq
  • Bank Statement
  • Income Proof
  • Signature Copy
  • If KRA not completed then required original Pancard copy

Step 7 - Open Demat Account in Zerodha

Income Proof


Step 8E-Sign with help of Aadhar Number

Time to E-Sign with help of Aadhar number : you will received OTP on your Aadhar Linked Mobile no. and Email id.

Step 8 - Open Demat Account in Zerodha

Time to eSign

Authenticate

Signing Zerodha

NSDL eSign

NSDL Signing

Offline Documents


Step 9Receive your CLIENT-ID and Password

You will receive the completely filled application form and other details on your registered email address. Next, you will receive your CLIENT-ID and Password after a day of registration with the instructions on how to log in.

 

Are you Planning to Open Zerodha Account Offline then call us at +91-9891423442 or Request a call back.

Motilal Oswal S&P 500 Index Fund – must add in mutual fund portfolio

Freedom SIP -Withdraw up to 3x of your SIP installment amount

Dear Sir/ Madam
Invest through ICICI Prudential Freedom SIP for your preferred tenure and withdraw up to 3x of your SIP installment. Click here to know more.
Illustration:
ICICI Prudential Freedom SIP
For example: If you start an SIP worth Rs.10000 for a tenure of 15 years you can withdraw up to Rs. 30000* monthly after 15 years.
Consult Us – AMFI Reg No ARN-78099 before investing. or visit www.agindiaonline.com

To start your Freedom SIP Now.

Also Read:
1 -LIC जीवन शांति पॉलिसी में एकमुश्त निवेश कर पा सकते हैं हर महीने 4 लाख रुपये पेंशन, जीवनभर मिलता रहेगा फायदा
2 -LIC Jeevan Labh पॉलिसी में रोजाना 280 रुपये का निवेश कर, पाएं 20 लाख, जानें क्या है ये पूरा प्लान

——————————————————————————————————