Motilal Oswal Nifty 500 Index Fund - Regular Plan

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 02-09-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 0.88% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,507.41 Cr As on 30-09-2025(Source:AMFI)
Turn over: 16% | Exit Load: Yes

25.8856

16.75%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation 12.78
Sharpe Ratio 0.87
Alpha -1.07
Beta 1.0
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Nifty 500 Index Fund - Regular Plan 02-09-2019 -1.32 16.42 15.5 18.86 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 31.74 33.16 34.24 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 23.68 28.76 24.59 18.74 -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 22.69 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 22.15 - - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 12.83 - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 11.63 21.01 - - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 10.11 13.16 12.63 - -
DSP Nifty Bank Index Fund - Regular - Growth 02-05-2024 10.06 - - - -
Motilal Oswal Nifty Bank Index - Regular Plan 05-09-2019 10.02 12.98 12.58 18.21 -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.01%

Others

0.14%

Large Cap

71.23%

Mid Cap

18.64%

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