Motilal Oswal S&P 500 Index Fund
Ticker: mf12726
Decent
68/100
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Business Overview
The Motilal Oswal S&P 500 Index Fund is a passive investment option that aims to replicate the performance of the S&P 500 Index, which includes 500 of the largest U.S. companies. It's ideal for Indian investors seeking global diversification and exposure to the U.S. equity market. This fund matters as it allows you to invest in established companies like Apple and Amazon, enhancing your portfolio's growth potential. With low expense ratios and a transparent investment strategy, it offers a reliable way to participate in the U.S. economy.
- Passive investment in U.S. equities
- Exposure to top global companies
- Ideal for long-term wealth creation
- Low expense ratio for cost-effective investing
- Diversifies your investment portfolio
Investment Thesis
Motilal Oswal S&P 500 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund allows Indian investors to gain exposure to the U.S. equity market efficiently.
- Strong backing from the reputable Motilal Oswal group enhances investor confidence.
- Digital services sector is poised for robust growth, driving potential returns.
- Attractive valuation relative to other funds in the same category.
- Provides a diversified exposure to the U.S. market, mitigating local risks.
- Ideal for investors seeking long-term capital appreciation through global equities.
Opportunity vs Risk
Opportunities
- Access to US market exposure
- Diversification for Indian portfolios
- Potential for long-term capital growth
- Low expense ratio compared to peers
Risks ⚠️
- Currency fluctuation impact
- Market volatility in US stocks
- Regulatory changes affecting investments
- Limited historical performance data
Peer Perspective
Motilal Oswal S&P 500 Index Fund trades at a slight premium compared to peers like Nippon India S&P 500 and ICICI Prudential S&P 500. A rerating could occur with sustained growth and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Motilal Oswal S&P 500 Index Fund • Updated: 2025-09-29 14:12:11
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed in underlying assets.
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10ProfitabilityHighROE and ROCE metrics are in line with industry standards.
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8ValuationHighValuation ratios are competitive compared to peers.
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7BalanceHighStrong liquidity and manageable debt levels.
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6GovernanceGoodPromoter holding is stable with good disclosure practices.
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5DriversGoodGrowth drivers are present but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Motilal Oswal S&P 500 Index Fund presents a decent investment opportunity with solid growth potential and manageable risks.