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Motilal Oswal S&P 500 Index Fund Review

Motilal Oswal S&P 500 Index Fund

Motilal Oswal Asset Management Company is launching an index fund that tracks the S&P 500 index.

New Fund Offer (NFO) details:
Open from April 15 to 23.
Minimum subscription amount is Rs.500.
The Total Expense Ratio (TER) for the S&P 500 index fund will be 1% for the regular plan and 0.5% in the direct plan.

Returns: The S&P 500 has given returns of 12.7% and 17.8% CAGR in rupee terms over the past 5 and 10 years respectively.
Compartively Nifty 500 has returned 6.3% and 9.6%.

Taxation: The returns of the fund will be taxed in the manner of Indian debt funds - slab rate for holding periods up to 3 years and 20% with indexation benefit for longer holding periods.

The S&P 500 is a diversified index, covering 80% market cap of S&P 500 index. It trades below its 10-year moving average PE ratio, indicating favorable valuations relative to its own history.

For global diversification, this is a good diversified low-cost product to sta…

List Of Exchange Traded Funds (ETFs)

In continuation of earlier article about the basics of Exchange Traded Funds (ETFs) and pros and cons of investing in ETFs, let us look at the list of ETFs available in India. With regard to Equity ETFs, there are many Index ETFs for Nifty 50 and Nifty Next 50, a few banking sector funds and  international indices like Hangseng Bees.and Nasdaq.

Similarly in the Commodity ETFs,there are a quite a number of Gold ETFs, which has attracted a large number of investors, of late. Interestingly there aren't any Silver ETFs and one can expect such an ETF soon.

The following is the list of ETFs available in India and traded in National Stock Exchange of India.

Equity Exchange Traded Funds (ETFs):

Nifty 50

HDFC Nifty 50 ETF
ICICI Prudential Nifty ETF
SBI - ETF Nifty 50
UTI Nifty 50 ETF
Kotak Nifty ETF
Reliance ETF Nifty BeES

Axis Nifty ETF - Regular Plan
Edelweiss ETF - Nifty 50
Quantum Nifty ETF
Mirae Asset Nifty 50 ETF

Nifty Next 50

Aditya Birla Sun Life Ni…

SBI NIFTY 200 Quality 30 Index ETF

SBI Mutual Fund has launched of SBI ETF Quality, its first smart beta offering, an open-ended scheme tracking Nifty 200 Quality 30 index. The NFO opens for subscription on November 26 and closes on December 3. No entry load and exit load will be applicable for the scheme. The minimum subscription amount is ₹5,000 and in multiples of ₹1 thereafter.

Here is an in-depth information on the ETF:

NIFTY200 Quality 30 Index includes top 30 companies from its parent NIFTY 200 index, selected based on their ‘quality’ scores. The quality score for each company is determined based on return on equity (ROE), financial leverage (Debt/Equity Ratio) and earning (EPS) growth variability analysed during the previous 5 years

Stocks from NIFTY 200 index at the time of review are eligible for inclusion in the index. 30 companies with higher profitability, lower leverage and more stable earnings are selected to be part of the index. The weight of each stock in the index is based on the combinatio…