onagooddaydevout
New member
tl;dr sharing a spreadsheet I made comparing returns of Motilal Oswal S&P500 index fund and S&P500 total returns index since the fund's launch.
A recent post on this sub comparing the returns of S&P500 total returns index and Motilal Oswal S&P500 index fund got some traction. The numbers looked wildly inaccurate at first glance because I'd been keeping an eye on the fund since launch. Claiming difference in returns was >5% ticked me off enough to crunch the numbers.
Here is a spreadsheet I just made comparing the returns of Motilal Oswal S&P500 index fund and S&P500 total returns index since the fund's launch.
I thought I'll share it lest anyone assume that the tracking error is much more than what it really is. Do let me know if any error has crept in. The usd-inr values used might be off by a day (I don't know which day's rate to pick - the current day's or previous day's. I've gone with the latter)
Sources (historical data from yahoo fin and amfi) are cited in the sheet.
A recent post on this sub comparing the returns of S&P500 total returns index and Motilal Oswal S&P500 index fund got some traction. The numbers looked wildly inaccurate at first glance because I'd been keeping an eye on the fund since launch. Claiming difference in returns was >5% ticked me off enough to crunch the numbers.
Here is a spreadsheet I just made comparing the returns of Motilal Oswal S&P500 index fund and S&P500 total returns index since the fund's launch.
I thought I'll share it lest anyone assume that the tracking error is much more than what it really is. Do let me know if any error has crept in. The usd-inr values used might be off by a day (I don't know which day's rate to pick - the current day's or previous day's. I've gone with the latter)
Sources (historical data from yahoo fin and amfi) are cited in the sheet.