Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | Motilal Oswal S&P 500 Index |
|---|---|
| Category | Index Funds |
| Share of three-year stretches it beat its category P4 | 60% of 42 |
| Regular plan costs more than Direct by, a year P5 | 0.68% |
| Portfolio turned over a year P1 | not measured |
| Run by P7 | Rakesh Shetty · 3.8 yrs |
| 1-year return | 25.9% |
| 3 years p.a. | 27.2% |
| 5 years p.a. | 18.3% |
| Deepest fall (max drawdown) | −19.4% |
| Assets (AUM) | ₹31 Cr |
| Disclosed history | 6.3 yrs |
| Holdings · top ten weight | 509 · 38% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.