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Motilal Oswal Nifty 500 Index Fund

Multi Cap IndexVery HighOPEN-ENDED
Invest Now
NAV as on 9 Nov 2026
₹26.26+0.46%1 day
Return since launch
14.2%
52-week range
₹22.84 — ₹26.82
AUM
₹3,086 Cr

Motilal Oswal Nifty 500 Index Fund is a Multi Cap Index equity fund from Motilal Oswal Mutual Fund with ₹3,086 Cr under management, launched in 2019. Over three years it has returned 4.6% a year, against 12.7% for its category. The expense ratio is 0.97% and the SEBI riskometer reading is Very High.

Performance

Returns

How the fund has done against its category and its benchmark.

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y5.0%+5.0 pts-0.0%2.4%
2Y4.0%+0.6 pts3.4%2.1%
3Y4.6%−8.1 pts12.7%2.7%
5Y9.2%+0.4 pts8.7%7.6%
7Y12.1%0.0 pts12.1%10.9%

Fund against category

1Y
Fund5.0%
Category-0.0%
3Y
Fund4.6%
Category12.7%
5Y
Fund9.2%
Category8.7%

Since launch (19 Aug 2019): 14.2%

Calendar-year returns

Category average
Show as a table
Calendar-year returns
PeriodFundvs categoryCategory
20256.9%+3.9 pts3.0%
202414.7%−4.2 pts19.0%
202325.7%−6.9 pts32.6%
20223.1%+2.9 pts0.2%
202129.8%−2.0 pts31.8%
202016.5%−0.5 pts17.0%

Returns over one year are annualised. Shorter periods are absolute.

Costs & terms

Costs and terms

What the fund charges each year, and the rules around putting money in and taking it out.

Costs

0.96%

Expense ratio as on 6 Nov 2026

Charged yearly and already deducted from the NAV.

Base expense
0.79%
Brokerage
0.02%
Transaction charges
0.00%
Statutory levies
0.15%
Exit load
Exit load of 1% if redeemed within 15 days.
Lock-in
None

Terms

Min SIP
₹3,000
Min lumpsum
₹5,000
Plan
GROWTH
Fund type
OPEN-ENDED
Benchmark
NIFTY 500 TRI
Short-term capital gains
Returns taxed at 20% if you redeem before 1 year
Long-term capital gains
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Risk

Risk

What the riskometer means for this fund, and how its ratios sit against the category.

Very High

Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.

Risk ratios
RatioFundCategory avgRead as
Alpha-0.687.89Return earned above what the benchmark alone would have given. Higher is better.
Beta1.001.13How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.290.67Return earned for each unit of total risk taken. Higher is better.
Sortino0.371.14Return earned for each unit of downside risk. Higher is better.
Std. deviation15.6020.43How widely monthly returns have varied around their own average. Lower is steadier.
Average of 5 category peers

Portfolio

Motilal Oswal Nifty 500 Index Fund portfolio

Portfolio as of 30 Sep 2026

Asset allocation

  • Equity99.7%
  • Other0.3%

Market cap split

  • Large67.3%
  • Mid21.0%
  • Small11.7%
P/E
20.43
P/B
2.97

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
HDFC Bank Ltd.Financial5.66%₹175 Cr+6.22%+6.38%+7.59%
ICICI Bank Ltd.Financial4.94%₹152 Cr+5.02%+4.92%+5.03%
Reliance Industries Ltd.Energy4.14%₹128 Cr+4.45%+5.18%+4.83%
Bharti Airtel Ltd.Communication2.78%₹85.92 Cr+2.87%+3.12%+2.68%
Larsen & Toubro Ltd.Construction2.29%₹70.77 Cr+2.47%+2.35%+2.25%
State Bank of IndiaFinancial2.07%₹63.77 Cr+2.16%+2.32%+1.89%
Axis Bank Ltd.Financial1.84%₹56.68 Cr+1.97%+1.90%+1.69%
Infosys Ltd.Technology1.83%₹56.46 Cr+1.79%+2.50%+2.71%
Kotak Mahindra Bank Ltd.Financial1.60%₹49.38 Cr+1.47%+1.48%+1.53%
Mahindra & Mahindra Ltd.Automobile1.37%₹42.38 Cr+1.40%+1.51%+1.59%

Sectors

  • Financial27.3%
  • Energy9.5%
  • Services8.4%
  • Automobile7.8%
  • Healthcare7.3%
  • Capital Goods6.3%
  • Technology5.9%
  • Consumer Staples5.5%

Instruments

  • Repo0.3%

Recent changes

HoldingFromToWeight
Vedanta Aluminium Metal Ltd.0.00%0.36%+0.36%
ICICI Bank Ltd.5.20%4.94%-0.26%
HDFC Bank Ltd.5.42%5.66%+0.24%
Reliance Industries Ltd.4.30%4.14%-0.16%
Lenskart Solutions Ltd.0.11%0.26%+0.15%
Others-0.17%-0.02%+0.15%
Infosys Ltd.1.98%1.83%-0.15%
Adani Ports and Special Economic Zone Ltd.0.59%0.73%+0.14%
Sterlite Technologies Ltd.0.00%0.14%+0.14%
Tata Consultancy Services Ltd.1.22%1.09%-0.13%
State Bank of India2.19%2.07%-0.12%
PB Fintech Ltd.0.32%0.20%-0.12%
Cupid Ltd.0.00%0.11%+0.11%
Adani Enterprises Ltd.0.41%0.51%+0.10%
Sansera Engineering Ltd.0.00%0.10%+0.10%
ITC Ltd.1.23%1.32%+0.09%
MTAR Technologies Ltd.0.00%0.09%+0.09%
TD Power Systems Ltd.0.00%0.09%+0.09%
Mahindra & Mahindra Ltd.1.46%1.37%-0.09%
Billionbrains Garage Ventures Ltd.0.07%0.14%+0.07%
Maruti Suzuki India Ltd.0.88%0.81%-0.07%
Larsen & Toubro Ltd.2.36%2.29%-0.07%
Kotak Mahindra Bank Ltd.1.54%1.60%+0.06%
Shriram Finance Ltd0.78%0.72%-0.06%
Titan Company Ltd.1.05%0.99%-0.06%
Bajaj Finserv Ltd.0.58%0.52%-0.06%
Bajaj Auto Ltd.0.67%0.62%-0.05%
Coal India Ltd.0.48%0.53%+0.05%
Nestle India Ltd.0.54%0.49%-0.05%
Sun Pharmaceutical Industries Ltd.1.05%1.00%-0.05%
3M India Ltd.0.05%0.00%-0.05%
Meesho Ltd.0.06%0.11%+0.05%
Bajaj Finance Ltd.1.41%1.36%-0.05%
Dr. Reddy's Laboratories Ltd.0.35%0.39%+0.04%
Eicher Motors Ltd.0.55%0.51%-0.04%
Tata Steel Ltd.0.76%0.80%+0.04%
Azad Engineering Ltd.0.00%0.04%+0.04%
Jubilant Pharmova Ltd.0.04%0.00%-0.04%
Pfizer Ltd.0.04%0.00%-0.04%
SPR Auto Technologies Ltd.0.00%0.04%+0.04%
Kei Industries Ltd.0.18%0.14%-0.04%
Suzlon Energy Ltd.0.29%0.25%-0.04%
Varun Beverages Ltd.0.27%0.31%+0.04%
Adani Power Ltd.0.41%0.44%+0.03%
Asian Paints Ltd.0.60%0.57%-0.03%
Cholamandalam Investment and Finance Company Ltd.0.40%0.37%-0.03%
Eternal Ltd.1.18%1.21%+0.03%
Grasim Industries Ltd.0.63%0.60%-0.03%
HDFC Asset Management Company Ltd.0.27%0.24%-0.03%
JIO Financial Services Ltd.0.40%0.37%-0.03%
Laurus Labs Ltd.0.37%0.40%+0.03%
Max Healthcare Institute Ltd.0.39%0.36%-0.03%
NTPC Ltd.0.77%0.80%+0.03%
The Federal Bank Ltd.0.44%0.41%-0.03%
Godrej Properties Ltd.0.14%0.11%-0.03%
Pine Labs Ltd.0.02%0.05%+0.03%
Aditya Birla Lifestyle Brands Ltd.0.03%0.00%-0.03%
Aether Industries Ltd.0.00%0.03%+0.03%
Bayer CropScience Ltd.0.03%0.00%-0.03%
Chalet Hotels Ltd.0.03%0.00%-0.03%
Eris Lifesciences Ltd.0.03%0.00%-0.03%
Fortis Healthcare Ltd.0.24%0.21%-0.03%
Go Digit General Insurance Ltd.0.03%0.00%-0.03%
Havells India Ltd.0.16%0.13%-0.03%
ICICI Prudential Asset Management Company Ltd.0.07%0.10%+0.03%
Indegene Ltd.0.03%0.00%-0.03%
JSW Dulux Ltd.0.03%0.00%-0.03%
Niva Bupa Health Insurance Company Ltd.0.03%0.00%-0.03%
Polycab India Ltd.0.25%0.22%-0.03%
Rubicon Research Ltd.0.00%0.03%+0.03%
Sapphire Foods India Ltd.0.03%0.00%-0.03%
Sonata Software Ltd.0.03%0.00%-0.03%
Thangamayil Jewellery Ltd.0.00%0.03%+0.03%
Vedanta Iron And Steel Ltd.0.00%0.03%+0.03%
Vedanta Oil and Gas Ltd0.00%0.03%+0.03%
Vedanta Power Ltd0.00%0.03%+0.03%
Welspun Corp Ltd.0.16%0.19%+0.03%
Wipro Ltd.0.25%0.22%-0.03%
Dixon Technologies (India) Ltd.0.31%0.28%-0.03%
Tata Motors Ltd.0.49%0.46%-0.03%
Trent Ltd.0.48%0.45%-0.03%
Bharti Airtel Ltd.2.75%2.78%+0.03%
Apar Industries Ltd.0.15%0.17%+0.02%
Apollo Hospitals Enterprise Ltd.0.46%0.44%-0.02%
Axis Bank Ltd.1.86%1.84%-0.02%
Bharat Electronics Ltd.0.74%0.72%-0.02%
Coforge Ltd.0.34%0.32%-0.02%
Divi's Laboratories Ltd.0.60%0.62%+0.02%
Hindalco Industries Ltd.0.73%0.71%-0.02%
Indusind Bank Ltd.0.33%0.31%-0.02%
JSW Steel Ltd.0.61%0.63%+0.02%
L&T Finance Ltd.0.14%0.12%-0.02%
One 97 Communications Ltd.0.36%0.38%+0.02%
Pidilite Industries Ltd.0.26%0.24%-0.02%
Tata Consumer Products Ltd.0.34%0.32%-0.02%
Tata Power Company Ltd.0.29%0.31%+0.02%
Tech Mahindra Ltd.0.52%0.50%-0.02%
Carborundum Universal Ltd.0.06%0.08%+0.02%
Redington Ltd.0.11%0.13%+0.02%
The Great Eastern Shipping Company Ltd.0.06%0.08%+0.02%
Aditya Birla Fashion and Retail Ltd.0.02%0.00%-0.02%
Bikaji Foods International Ltd.0.02%0.00%-0.02%
Black Box Ltd.0.00%0.02%+0.02%
Clean Max Enviro Energy Solutions Ltd.0.00%0.02%+0.02%
DCM Shriram Ltd.0.02%0.00%-0.02%
Fractal Analytics Ltd.0.00%0.02%+0.02%
HEG Graphite Ltd.0.00%0.02%+0.02%
Inox India Ltd.0.00%0.02%+0.02%
KSB Ltd.0.00%0.02%+0.02%
Kirloskar Brothers Ltd.0.00%0.02%+0.02%
Leela Palaces Hotels & Resorts Ltd.0.02%0.00%-0.02%
Newgen Software Technologies Ltd.0.02%0.00%-0.02%
Privi Speciality Chemicals Ltd.0.00%0.02%+0.02%
SBFC Finance Ltd.0.02%0.00%-0.02%
Saregama India Ltd.0.02%0.00%-0.02%
Supreme Petrochem Ltd.0.02%0.00%-0.02%
HEG Advanced Materials Ltd.0.03%0.01%-0.02%
Adani Green Energy Ltd.0.20%0.22%+0.02%
Ashok Leyland Ltd.0.25%0.23%-0.02%
Ather Energy Ltd.0.16%0.14%-0.02%
Bandhan Bank Ltd.0.07%0.09%+0.02%
Biocon Ltd.0.15%0.13%-0.02%
Max Financial Services Ltd.0.21%0.19%-0.02%
Oracle Financial Services Software Ltd.0.15%0.13%-0.02%
Tube Investments Of India Ltd.0.15%0.13%-0.02%
ABB India Ltd.0.20%0.19%-0.01%
Adani Energy Solutions Ltd.0.23%0.22%-0.01%
Avenue Supermarts Ltd.0.31%0.32%+0.01%
BSE Ltd.0.67%0.66%-0.01%
Bajaj Holdings & Investment Ltd.0.25%0.24%-0.01%
Bharat Petroleum Corporation Ltd.0.33%0.32%-0.01%
Blue Star Ltd.0.09%0.10%+0.01%
Bosch Ltd.0.22%0.21%-0.01%
Britannia Industries Ltd.0.31%0.30%-0.01%
Cipla Ltd.0.40%0.39%-0.01%
Cochin Shipyard Ltd.0.06%0.07%+0.01%
DLF Ltd.0.22%0.23%+0.01%
Glenmark Pharmaceuticals Ltd.0.19%0.18%-0.01%
Granules India Ltd.0.06%0.07%+0.01%
HFCL Ltd.0.13%0.12%-0.01%
Hindustan Aeronautics Ltd.0.45%0.46%+0.01%
Hindustan Copper Ltd.0.09%0.10%+0.01%
Hyundai Motor India Ltd.0.16%0.15%-0.01%
ICICI Life Insurance Ltd.0.10%0.09%-0.01%
ICICI Lombard General Insurance Company Ltd.0.19%0.20%+0.01%
ITC Hotels Ltd.0.09%0.10%+0.01%
Indian Bank0.16%0.15%-0.01%
Jubilant FoodWorks Ltd.0.10%0.09%-0.01%
K.P.R. Mill Ltd.0.07%0.06%-0.01%
Kirloskar Oil Engines Ltd.0.09%0.10%+0.01%
Lloyds Metals & Energy Ltd.0.12%0.13%+0.01%
Lupin Ltd.0.27%0.26%-0.01%
MRF Ltd.0.14%0.13%-0.01%
Mphasis Ltd.0.16%0.15%-0.01%
Multi Commodity Exchange Of India Ltd.0.43%0.44%+0.01%
Muthoot Finance Ltd.0.16%0.15%-0.01%
Narayana Hrudayalaya Ltd.0.07%0.06%-0.01%
National Aluminium Company Ltd.0.17%0.16%-0.01%
Oil And Natural Gas Corporation Ltd.0.45%0.46%+0.01%
Patanjali Foods Ltd.0.06%0.07%+0.01%
Power Finance Corporation Ltd.0.24%0.25%+0.01%
Power Grid Corporation Of India Ltd.0.60%0.61%+0.01%
Premier Energies Ltd.0.06%0.07%+0.01%
Prestige Estates Projects Ltd.0.14%0.13%-0.01%
RBL Bank Ltd.0.12%0.13%+0.01%
REC Ltd.0.20%0.19%-0.01%
SBI Cards And Payment Services Ltd.0.10%0.09%-0.01%
SBI Life Insurance Company Ltd.0.39%0.40%+0.01%
Shree Cement Ltd.0.15%0.16%+0.01%
Solar Industries India Ltd.0.24%0.25%+0.01%
Sona BLW Precision Forgings Ltd.0.18%0.19%+0.01%
Syrma SGS Technology Ltd.0.06%0.07%+0.01%
TVS Motor Company Ltd.0.51%0.50%-0.01%
Tata Motors Passenger Vehicles Ltd.0.32%0.31%-0.01%
Tata Technologies Ltd0.07%0.06%-0.01%
The Indian Hotels Company Ltd.0.32%0.33%+0.01%
The Phoenix Mills Ltd.0.18%0.19%+0.01%
United Spirits Ltd.0.22%0.21%-0.01%
Vodafone Idea Ltd.0.20%0.19%-0.01%
Voltas Ltd.0.14%0.13%-0.01%
Yes Bank Ltd.0.20%0.19%-0.01%
ACME Solar Holdings Ltd.0.04%0.05%+0.01%
Aditya Birla Real Estate Ltd0.04%0.03%-0.01%
Anthem Biosciences Ltd.0.04%0.05%+0.01%
Belrise Industries Ltd.0.04%0.05%+0.01%
CESC Ltd.0.05%0.04%-0.01%
Castrol India Ltd.0.04%0.05%+0.01%
Chennai Petroleum Corporation Ltd.0.03%0.04%+0.01%
Cyient Ltd.0.05%0.04%-0.01%
Emcure Pharmaceuticals Ltd.0.03%0.04%+0.01%
Gabriel India Ltd.0.05%0.04%-0.01%
Garden Reach Shipbuilders & Engineers Ltd.0.04%0.03%-0.01%
HBL Engineering Ltd.0.04%0.05%+0.01%
Housing & Urban Development Corporation Ltd.0.05%0.04%-0.01%
Indian Energy Exchange Ltd.0.05%0.04%-0.01%
Inventurus Knowledge Solutions Ltd.0.04%0.05%+0.01%
Jindal Saw Ltd.0.04%0.03%-0.01%
Jyoti CNC Automation Ltd.0.04%0.05%+0.01%
KPIT Technologies Ltd.0.05%0.04%-0.01%
NTPC Green Energy Ltd.0.04%0.05%+0.01%
Ola Electric Mobility Ltd.0.05%0.04%-0.01%
PG Electroplast Ltd.0.05%0.04%-0.01%
PVR Inox Ltd.0.04%0.05%+0.01%
Physicswallah Ltd.0.03%0.04%+0.01%
R R Kabel Ltd.0.05%0.04%-0.01%
Rainbow Children's Medicare Ltd.0.04%0.03%-0.01%
United Breweries Ltd.0.05%0.04%-0.01%
Welspun Living Ltd.0.03%0.04%+0.01%
Whirlpool Of India Ltd.0.03%0.04%+0.01%
Avanti Feeds Ltd.0.00%0.01%+0.01%
Bharat Coking Coal Ltd.0.00%0.01%+0.01%
Blue Dart Express Ltd.0.01%0.00%-0.01%
Blue Jet Healthcare Ltd.0.01%0.00%-0.01%
Bombay Burmah Trading Corporation Ltd.0.01%0.00%-0.01%
CE Info Systems Ltd.0.01%0.00%-0.01%
Central Mine Planning & Design Institute Ltd.0.00%0.01%+0.01%
Latent View Analytics Ltd.0.01%0.00%-0.01%
Mangalore Refinery And Petrochemicals Ltd.0.01%0.02%+0.01%
Prime Focus Ltd.0.01%0.02%+0.01%
Signatureglobal (India) Ltd.0.02%0.01%-0.01%
Tega Industries Ltd.0.01%0.02%+0.01%
Travel Food Services Ltd.0.01%0.00%-0.01%
Trident Ltd.0.02%0.01%-0.01%
Aadhar Housing Finance Ltd0.03%0.02%-0.01%
Action Construction Equipment Ltd.0.02%0.03%+0.01%
CIE Automotive India Ltd.0.02%0.03%+0.01%
Canara HSBC Life Insurance Company Ltd.0.02%0.03%+0.01%
Graphite India Ltd.0.02%0.03%+0.01%
Gravita India Ltd.0.03%0.02%-0.01%
IDBI Bank Ltd.0.03%0.02%-0.01%
IFCI Ltd.0.03%0.02%-0.01%
JM Financial Ltd.0.02%0.03%+0.01%
NMDC Steel Ltd.0.03%0.02%-0.01%
Olectra Greentech Ltd.0.03%0.02%-0.01%
Sun TV Network Ltd.0.02%0.03%+0.01%
Techno Electric & Engineering Company Ltd.0.02%0.03%+0.01%
Tenneco Clean Air India Ltd0.02%0.03%+0.01%
The Fertilisers And Chemicals Travancore Ltd.0.03%0.02%-0.01%
Acutaas Chemicals Ltd.0.08%0.09%+0.01%
Aegis Logistics Ltd.0.08%0.09%+0.01%
Ajanta Pharma Ltd.0.08%0.09%+0.01%
Authum Investment & Infrastructure Ltd.0.07%0.08%+0.01%
Bank of India0.09%0.08%-0.01%
Bharat Dynamics Ltd.0.06%0.05%-0.01%
Computer Age Management Services Ltd.0.09%0.08%-0.01%
Container Corporation Of India Ltd.0.09%0.08%-0.01%
Crompton Greaves Consumer Electricals Ltd.0.08%0.07%-0.01%
Dabur India Ltd.0.11%0.12%+0.01%
Deepak Nitrite Ltd.0.06%0.05%-0.01%
Finolex Cables Ltd.0.05%0.06%+0.01%
Gland Pharma Ltd.0.11%0.12%+0.01%
IIFL Finance Ltd.0.08%0.07%-0.01%
Indian Railway Finance Corporation Ltd.0.08%0.09%+0.01%
JSW Infrastructure Ltd.0.10%0.11%+0.01%
Jindal Stainless Ltd.0.11%0.12%+0.01%
Kalyan Jewellers India Ltd.0.12%0.11%-0.01%
Mahindra & Mahindra Financial Services Ltd.0.12%0.11%-0.01%
Mazagon Dock Shipbuilders Ltd.0.09%0.08%-0.01%
Page Industries Ltd.0.11%0.12%+0.01%
Sai Life Sciences Ltd.0.10%0.11%+0.01%
Supreme Industries Ltd.0.11%0.12%+0.01%
Thermax Ltd.0.08%0.07%-0.01%
UNO Minda Ltd.0.12%0.11%-0.01%
Wockhardt Ltd.0.08%0.09%+0.01%
360 One Wam Ltd.0.15%0.14%-0.01%
APL Apollo Tubes Ltd.0.20%0.21%+0.01%
FSN E-Commerce Ventures Ltd.0.24%0.23%-0.01%
Hitachi Energy India Ltd.0.21%0.20%-0.01%
LTM Limited0.21%0.20%-0.01%
Lodha Developers Ltd.0.17%0.18%+0.01%
Mankind Pharma Ltd.0.14%0.15%+0.01%
NMDC Ltd.0.15%0.14%-0.01%
Siemens Energy India Ltd.0.14%0.15%+0.01%
Siemens Ltd.0.18%0.17%-0.01%
Union Bank of India0.18%0.17%-0.01%
Zydus Lifesciences Ltd.0.14%0.15%+0.01%
HCL Technologies Ltd.0.69%0.68%-0.01%
MMTC Ltd.0.00%0.00%0.00%
ACC Ltd.0.04%0.04%0.00%
AIA Engineering Ltd.0.08%0.08%0.00%
AU Small Finance Bank Ltd.0.31%0.31%0.00%
AWL Agri Business Ltd.0.05%0.05%0.00%
Aarti Industries Ltd.0.05%0.05%0.00%
Aavas Financiers Ltd.0.03%0.03%0.00%
Abbott India Ltd.0.07%0.07%0.00%
Adani Total Gas Ltd.0.09%0.09%0.00%
Aditya Birla Capital Ltd.0.17%0.17%0.00%
Aditya Birla Sun Life AMC Ltd.0.04%0.04%0.00%
Aditya Infotech Ltd.0.05%0.05%0.00%
Aegis Vopak Terminals Ltd.0.02%0.02%0.00%
Afcons Infrastructure Ltd.0.02%0.02%0.00%
Affle 3I Ltd.0.05%0.05%0.00%
Alkem Laboratories Ltd.0.16%0.16%0.00%
Allied Blenders And Distillers Ltd.0.02%0.02%0.00%
Amara Raja Energy & Mobility Ltd0.05%0.05%0.00%
Amber Enterprises India Ltd.0.08%0.08%0.00%
Ambuja Cements Ltd.0.12%0.12%0.00%
Anand Rathi Wealth Ltd.0.10%0.10%0.00%
Anant Raj Ltd.0.05%0.05%0.00%
Angel One Ltd.0.09%0.09%0.00%
Anupam Rasayan India Ltd.0.02%0.02%0.00%
Apollo Tyres Ltd.0.07%0.07%0.00%
Aptus Value Housing Finance India Ltd.0.04%0.04%0.00%
Asahi India Glass Ltd.0.06%0.06%0.00%
Aster DM Quality Care Ltd.0.10%0.10%0.00%
Astral Ltd.0.09%0.09%0.00%
Atul Ltd.0.05%0.05%0.00%
Aurobindo Pharma Ltd.0.24%0.24%0.00%
BEML Ltd.0.04%0.04%0.00%
BLS International Services Ltd.0.01%0.01%0.00%
Bajaj Housing Finance Ltd.0.05%0.05%0.00%
Balkrishna Industries Ltd.0.09%0.09%0.00%
Balrampur Chini Mills Ltd.0.04%0.04%0.00%
Bank Of Baroda0.22%0.22%0.00%
Bank of Maharashtra0.08%0.08%0.00%
Bata India Ltd.0.02%0.02%0.00%
Berger Paints India Ltd.0.07%0.07%0.00%
Bharat Forge Ltd.0.28%0.28%0.00%
Bharat Heavy Electricals Ltd.0.32%0.32%0.00%
Bharti Hexacom Ltd.0.06%0.06%0.00%
Birlasoft Ltd.0.02%0.02%0.00%
Brainbees Solutions Ltd.0.02%0.02%0.00%
Brigade Enterprises Ltd.0.06%0.06%0.00%
CCL Products (India) Ltd.0.04%0.04%0.00%
CG Power and Industrial Solutions Ltd.0.31%0.31%0.00%
Can Fin Homes Ltd.0.03%0.03%0.00%
Canara Bank0.21%0.21%0.00%
Caplin Point Laboratories Ltd.0.03%0.03%0.00%
Capri Global Capital Ltd.0.05%0.05%0.00%
CarTrade Tech Ltd.0.06%0.06%0.00%
Ceat Ltd.0.04%0.04%0.00%
Cemindia Projects Ltd.0.03%0.03%0.00%
Central Bank of India0.03%0.03%0.00%
Central Depository Services (India) Ltd.0.12%0.12%0.00%
Chambal Fertilisers and Chemicals Ltd.0.03%0.03%0.00%
Choice International Ltd.0.03%0.03%0.00%
Cholamandalam Financial Holdings Ltd.0.07%0.07%0.00%
City Union Bank Ltd.0.11%0.11%0.00%
Clean Science And Technology Ltd.0.02%0.02%0.00%
Cohance Lifesciences Ltd.0.04%0.04%0.00%
Colgate-Palmolive (India) Ltd.0.12%0.12%0.00%
Concord Biotech Ltd.0.02%0.02%0.00%
Coromandel International Ltd.0.11%0.11%0.00%
Craftsman Automation Ltd.0.08%0.08%0.00%
CreditAccess Grameen Ltd.0.04%0.04%0.00%
Crisil Ltd.0.06%0.06%0.00%
Cummins India Ltd.0.34%0.34%0.00%
DOMS Industries Ltd.0.02%0.02%0.00%
Dalmia Bharat Ltd.0.07%0.07%0.00%
Data Patterns (India) Ltd.0.07%0.07%0.00%
Deepak Fertilisers And Petrochemicals Corporation Ltd.0.05%0.05%0.00%
Delhivery Ltd.0.13%0.13%0.00%
Devyani International Ltd.0.03%0.03%0.00%
Dr. Lal Pathlabs Ltd.0.08%0.08%0.00%
E.I.D. - Parry (India) Ltd.0.04%0.04%0.00%
EIH Ltd.0.03%0.03%0.00%
Elecon Engineering Company Ltd.0.02%0.02%0.00%
Elgi Equipments Ltd.0.07%0.07%0.00%
Emami Ltd.0.04%0.04%0.00%
Emmvee Photovoltaic Power Ltd.0.02%0.02%0.00%
Endurance Technologies Ltd.0.05%0.05%0.00%
Engineers India Ltd.0.04%0.04%0.00%
Escorts Kubota Ltd.0.05%0.05%0.00%
Exide Industries Ltd.0.10%0.10%0.00%
Firstsource Solutions Ltd.0.04%0.04%0.00%
Five-Star Business Finance Ltd.0.05%0.05%0.00%
Force Motors Ltd.0.04%0.04%0.00%
GAIL (India) Ltd.0.24%0.24%0.00%
GE Vernova T&D India Ltd0.27%0.27%0.00%
GMR Airports Ltd.0.17%0.17%0.00%
Gallantt Ispat Ltd.0.01%0.01%0.00%
General Insurance Corporation of India0.07%0.07%0.00%
Gillette India Ltd.0.03%0.03%0.00%
Glaxosmithkline Pharmaceuticals Ltd.0.06%0.06%0.00%
Global Health Ltd.0.06%0.06%0.00%
Godawari Power And Ispat Ltd.0.03%0.03%0.00%
Godfrey Phillips India Ltd.0.04%0.04%0.00%
Godrej Consumer Products Ltd.0.18%0.18%0.00%
Godrej Industries Ltd.0.02%0.02%0.00%
Gujarat Fluorochemicals Ltd.0.10%0.10%0.00%
Gujarat Mineral Development Corporation Ltd.0.02%0.02%0.00%
HDB Financial Services Ltd.0.07%0.07%0.00%
HDFC Life Insurance Co Ltd.0.29%0.29%0.00%
Hero Motocorp Ltd.0.35%0.35%0.00%
Hexaware Technologies Ltd.0.04%0.04%0.00%
Himadri Speciality Chemical Ltd.0.08%0.08%0.00%
Hindustan Petroleum Corporation Ltd.0.18%0.18%0.00%
Hindustan Unilever Ltd.0.87%0.87%0.00%
Hindustan Zinc Ltd.0.14%0.14%0.00%
Home First Finance Company India Ltd.0.06%0.06%0.00%
Honasa Consumer Ltd.0.03%0.03%0.00%
Honeywell Automation India Ltd.0.04%0.04%0.00%
IDFC First Bank Ltd.0.28%0.28%0.00%
IRB Infrastructure Developers Ltd.0.04%0.04%0.00%
ITI Ltd.0.01%0.01%0.00%
Indiamart Intermesh Ltd.0.03%0.03%0.00%
Indian Oil Corporation Ltd.0.26%0.26%0.00%
Indian Overseas Bank0.02%0.02%0.00%
Indian Railway Catering And Tourism Corporation Ltd.0.07%0.07%0.00%
Indian Renewable Energy Development Agency Ltd.0.05%0.05%0.00%
Indraprastha Gas Ltd.0.05%0.05%0.00%
Indus Towers Ltd.0.25%0.25%0.00%
Info Edge (India) Ltd.0.25%0.25%0.00%
Inox Wind Ltd.0.03%0.03%0.00%
Intellect Design Arena Ltd.0.03%0.03%0.00%
Interglobe Aviation Ltd.0.59%0.59%0.00%
International Gemological Institute Ltd.0.02%0.02%0.00%
Ipca Laboratories Ltd.0.14%0.14%0.00%
Ircon International Ltd.0.02%0.02%0.00%
JBM Auto Ltd.0.01%0.01%0.00%
JK Cement Ltd.0.11%0.11%0.00%
JK Tyre & Industries Ltd.0.02%0.02%0.00%
JSW Cement Ltd.0.02%0.02%0.00%
JSW Energy Ltd.0.16%0.16%0.00%
Jain Resource Recycling Ltd.0.01%0.01%0.00%
Jaiprakash Power Ventures Ltd.0.04%0.04%0.00%
Jindal Steel Ltd.0.22%0.22%0.00%
Jubilant Ingrevia Ltd.0.03%0.03%0.00%
Jupiter Wagons Ltd.0.02%0.02%0.00%
KEC International Ltd.0.03%0.03%0.00%
KFin Technologies Ltd.0.06%0.06%0.00%
Kajaria Ceramics Ltd.0.05%0.05%0.00%
Kalpataru Projects International Ltd.0.08%0.08%0.00%
Karur Vysya Bank Ltd.0.16%0.16%0.00%
Kaynes Technology India Ltd.0.06%0.06%0.00%
Krishna Institute of Medical Sciences Ltd0.10%0.10%0.00%
L&T Technology Services Ltd.0.05%0.05%0.00%
LG Electronics India Ltd.0.09%0.09%0.00%
LIC Housing Finance Ltd.0.08%0.08%0.00%
LT Foods Ltd.0.03%0.03%0.00%
Lemon Tree Hotels Ltd.0.03%0.03%0.00%
Life Insurance Corporation of India0.26%0.26%0.00%
Linde India Ltd.0.07%0.07%0.00%
Mahanagar Gas Ltd.0.03%0.03%0.00%
Manappuram Finance Ltd.0.09%0.09%0.00%
Marico Ltd.0.22%0.22%0.00%
Minda Corporation Ltd.0.03%0.03%0.00%
Motherson Sumi Wiring India Ltd.0.05%0.05%0.00%
Motilal Oswal Financial Services Ltd.0.08%0.08%0.00%
NBCC (India) Ltd.0.04%0.04%0.00%
NCC Ltd.0.03%0.03%0.00%
NHPC Ltd.0.14%0.14%0.00%
NLC India Ltd.0.05%0.05%0.00%
Natco Pharma Ltd.0.04%0.04%0.00%
Nava Ltd.0.04%0.04%0.00%
Navin Fluorine International Ltd.0.16%0.16%0.00%
Netweb Technologies India Ltd.0.05%0.05%0.00%
Neuland Laboratories Ltd.0.10%0.10%0.00%
Nippon Life India Asset Management Ltd.0.10%0.10%0.00%
Nuvama Wealth Management Ltd.0.07%0.07%0.00%
Nuvoco Vistas Corporation Ltd.0.02%0.02%0.00%
Oberoi Realty Ltd.0.11%0.11%0.00%
Oil India Ltd.0.13%0.13%0.00%
Onesource Specialty Pharma Ltd.0.06%0.06%0.00%
PCBL Chemical Ltd.0.03%0.03%0.00%
PI Industries Ltd.0.10%0.10%0.00%
PNB Housing Finance Ltd.0.11%0.11%0.00%
PTC Industries Ltd.0.07%0.07%0.00%
Paradeep Phosphates Ltd.0.03%0.03%0.00%
Persistent Systems Ltd.0.30%0.30%0.00%
Petronet LNG Ltd.0.11%0.11%0.00%
Piramal Finance Ltd.0.14%0.14%0.00%
Piramal Pharma Ltd.0.07%0.07%0.00%
Poly Medicure Ltd.0.03%0.03%0.00%
Poonawalla Fincorp Ltd.0.08%0.08%0.00%
Punjab National Bank0.20%0.20%0.00%
RHI Magnesita India Ltd.0.01%0.01%0.00%
Radico Khaitan Ltd.0.18%0.18%0.00%
Rail Vikas Nigam Ltd.0.06%0.06%0.00%
Railtel Corporation Of India Ltd.0.01%0.01%0.00%
Ramkrishna Forgings Ltd.0.04%0.04%0.00%
Reliance Power Ltd.0.03%0.03%0.00%
Rites Ltd.0.01%0.01%0.00%
SJVN Ltd.0.02%0.02%0.00%
SRF Ltd.0.19%0.19%0.00%
Sagility Ltd.0.05%0.05%0.00%
Sammaan Capital Ltd.0.06%0.06%0.00%
Samvardhana Motherson International Ltd.0.38%0.38%0.00%
Sarda Energy & Minerals Ltd.0.02%0.02%0.00%
Schaeffler India Ltd.0.08%0.08%0.00%
Schneider Electric Infrastructure Ltd.0.04%0.04%0.00%
Shipping Corporation Of India Ltd.0.02%0.02%0.00%
Shyam Metalics And Energy Ltd.0.04%0.04%0.00%
Sobha Ltd.0.03%0.03%0.00%
Star Health and Allied Insurance Company Ltd.0.07%0.07%0.00%
Steel Authority Of India Ltd.0.14%0.14%0.00%
Sumitomo Chemical India Ltd.0.03%0.03%0.00%
Sundaram Finance Ltd.0.16%0.16%0.00%
Swan Corp Ltd.0.02%0.02%0.00%
Swiggy Ltd.0.20%0.20%0.00%
Syngene International Ltd.0.04%0.04%0.00%
TBO Tek Ltd.0.03%0.03%0.00%
Tata Capital Ltd.0.09%0.09%0.00%
Tata Chemicals Ltd.0.05%0.05%0.00%
Tata Communications Ltd.0.10%0.10%0.00%
Tata Elxsi Ltd.0.06%0.06%0.00%
Tata Investment Corporation Ltd.0.04%0.04%0.00%
Tata Teleservices (Maharashtra) Ltd.0.01%0.01%0.00%
Tejas Networks Ltd.0.02%0.02%0.00%
The India Cements Ltd.0.01%0.01%0.00%
The Jammu & Kashmir Bank Ltd.0.03%0.03%0.00%
The New India Assurance Company Ltd.0.02%0.02%0.00%
The Ramco Cements Ltd.0.06%0.06%0.00%
Timken India Ltd.0.06%0.06%0.00%
Titagarh Rail Systems Ltd.0.03%0.03%0.00%
Torrent Pharmaceuticals Ltd.0.37%0.37%0.00%
Torrent Power Ltd.0.12%0.12%0.00%
Transformers And Rectifiers India Ltd.0.02%0.02%0.00%
Triveni Turbine Ltd.0.03%0.03%0.00%
UCO Bank0.01%0.01%0.00%
UPL Ltd.0.16%0.16%0.00%
UTI Asset Management Company Ltd.0.02%0.02%0.00%
Ultratech Cement Ltd.0.68%0.68%0.00%
Urban Company Ltd.0.03%0.03%0.00%
Usha Martin Ltd.0.05%0.05%0.00%
Vardhman Textiles Ltd.0.03%0.03%0.00%
Vedanta Ltd.0.24%0.24%0.00%
Vijaya Diagnostic Centre Ltd.0.04%0.04%0.00%
Vishal Mega Mart Ltd.0.15%0.15%0.00%
Waaree Energies Ltd.0.12%0.12%0.00%
ZF Commercial Vehicle Control Systems India Ltd.0.06%0.06%0.00%
Zee Entertainment Enterprises Ltd.0.04%0.04%0.00%
Zen Technologies Ltd.0.04%0.04%0.00%
Zensar Technologies Ltd.0.03%0.03%0.00%
Zydus Wellness Ltd.0.03%0.03%0.00%
eClerx Services Ltd.0.04%0.04%0.00%

Compare

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The rest of the category, so this fund’s numbers have something to sit against.

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See all Index funds

About

About this fund

The scheme’s own words, its benchmark and the people running it.

Investment objective

The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error.

Fund managers

  • Dishant MehtaBachelors of Science (B.SC)Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
  • Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
  • Swapnil P MayekarMr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Scheme information document

Tools

Return calculator

What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.

₹
Over the pastTotal investmentWould’ve becomeGrowthReturns
6 months3.64% absolute₹60,000₹62,1843.64%
1 year−0.11% annualised₹1,20,000₹1,19,929−0.06%
3 years10.92% annualised₹3,60,000₹4,27,56918.77%
5 years8.72% annualised₹6,00,000₹7,54,16525.69%

Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.

How this is calculated

Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.

The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.

Questions

Frequently asked questions

The things people ask about this scheme.

What is the NAV of Motilal Oswal Nifty 500 Index Fund?
The NAV of Motilal Oswal Nifty 500 Index Fund is ₹26.26 as on 9 Nov 2026.
What is the expense ratio of Motilal Oswal Nifty 500 Index Fund?
The expense ratio of Motilal Oswal Nifty 500 Index Fund is 0.97% per year.
What is the minimum SIP amount for Motilal Oswal Nifty 500 Index Fund?
You can start a SIP in Motilal Oswal Nifty 500 Index Fund with ₹3,000 a month.
What returns has Motilal Oswal Nifty 500 Index Fund given?
Motilal Oswal Nifty 500 Index Fund has returned 5.0% over 1 year, 4.6% over 3 years and 9.2% over 5 years (annualised).
Is there a lock-in or exit load on Motilal Oswal Nifty 500 Index Fund?
Lock-in: None. Exit load: Exit load of 1% if redeemed within 15 days..
How risky is Motilal Oswal Nifty 500 Index Fund?
Motilal Oswal Nifty 500 Index Fund is rated Very High on the SEBI riskometer and belongs to the Multi Cap Index category.
Which fund house manages Motilal Oswal Nifty 500 Index Fund?
Motilal Oswal Nifty 500 Index Fund is managed by Motilal Oswal Mutual Fund, which runs 57 schemes with ₹1,70,273 Cr under management.