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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 · 0.97%Inception · 02-09-2019
NAV
₹25.20
-1.36% · as of 29-05-2026
Since inception
14.59%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹2,971 Cr
AUM
Expense ratio
0.97%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +14.59% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.38%
RELIANCE INDUSTRIES LIMITED EQ5.18%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.92%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.12%
INFOSYS LIMITED EQ FV RS 52.50%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.35%
STATE BANK OF INDIA EQ NEW RE. 1/-2.32%
AXIS BANK LIMITED EQ NE FV RS. 2/-1.90%
ITC LIMITED EQ NEW FV RE.1/-1.58%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.51.51%
Sector allocation
Financial Services30.89%
Oil, Gas & Consumable Fuels8.01%
Information Technology7.08%
Automobile and Auto Components7.07%
Healthcare6.92%
Capital Goods6.60%
Fast Moving Consumer Goods5.71%
Metals & Mining4.36%
Telecommunication3.80%
Power3.53%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.6% p.a.₹10,000
10 years
Projected value
₹27,17,197
Invested: ₹12,00,000
Gained: ₹15,17,197
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
Other Index Fund funds
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₹24.64
1Y
+57.4%
3Y
+34.1%
5Y
+0.0%
Motilal Oswal S&P 500 Index Reg Gr
₹32.06
1Y
+42.0%
3Y
+27.1%
5Y
+18.5%
Motilal Oswal Nifty Capital Market Index Fund Reg Gr
₹12.88
1Y
+31.1%
3Y
+0.0%
5Y
+0.0%
Tata Nifty Capital Markets Index Fund Reg Gr
₹14.74
1Y
+30.6%
3Y
+0.0%
5Y
+0.0%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr
₹14.28
1Y
+24.9%
3Y
+0.0%
5Y
+0.0%
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