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Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Index Fund

Motilal Oswal Nifty 500 Index Fund - Regular Plan

The schemes seeks investment return that corresponds (before fees and expenses) generally to the performance of Nifty 500 Index Subject to tracking error.

EquityBenchmark · Nifty 500 TRITER · 0.96%Inception · 02-09-2019
NAV
₹24.61
+1.21% · as of 13-10-2026
Since inception
13.39%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹3,086 Cr
AUM
Expense ratio
0.96%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +13.39% CAGR vs benchmark +11.88%.

Portfolio

Where the money is invested

Top holdings

HDFC BANK LIMITED EQ NEW FV RE. 1/-6.22%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.02%
RELIANCE INDUSTRIES LIMITED EQ4.45%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.87%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.47%
STATE BANK OF INDIA EQ NEW RE. 1/-2.16%
AXIS BANK LIMITED EQ NE FV RS. 2/-1.97%
INFOSYS LIMITED EQ FV RS 51.79%
Kotak Mahindra Bank Limited1.47%
ITC LIMITED EQ NEW FV RE.1/-1.41%

Sector allocation

Financial Services31.51%
Automobile and Auto Components7.64%
Healthcare7.18%
Oil, Gas & Consumable Fuels7.06%
Capital Goods6.88%
Information Technology5.65%
Fast Moving Consumer Goods5.48%
Metals & Mining3.97%
Consumer Services3.79%
Telecommunication3.68%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 13.4% p.a.
₹10,000
10 years
Projected value
₹25,25,591
Invested: ₹12,00,000
Gained: ₹13,25,591
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Manager since fund inception data not available
ISIN & identifiers
AMFI code
147626
ISIN (Growth)
INF247L01940
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

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