Motilal Oswal S&P 500 Index Fund (Direct)
Motilal Oswal Mutual Fund · benchmark peer median TRI · 6.5 years old · AMFI code 148381
B (middle of the peer group), score 50.0 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 0.6% | 0.5% | +0.1% | 1 / 1 |
| 1 year | 16.0% | 15.7% | +0.3% | 1 / 1 |
| 3 years (a year) | 24.4% | 24.1% | +0.3% | 1 / 1 |
| 5 years (a year) | 15.5% | 15.2% | +0.3% | 1 / 1 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Similar funds
Common questions
What is the NAV of Motilal Oswal S&P 500 Index Fund (Direct plan)?
₹32.07 on 5 Nov 2026 (Growth option).
What is the expense ratio of Motilal Oswal S&P 500 Index Fund (Direct)?
0.64% a year; the Regular plan's is 1.04%.
What return has Motilal Oswal S&P 500 Index Fund given over 3 years?
24.4% a year (Direct plan) over the 3 years to 5 Nov 2026, against 24.1% for the peer median total-return index.
What does Motilal Oswal S&P 500 Index Fund invest in?
Its largest holdings are Nvidia Corp Com, Apple Inc, Microsoft Corp, with 503 stocks in all (September 2026 portfolio).
How is Motilal Oswal S&P 500 Index Fund rated?
B: 1 of 1 Direct plans in Index: S&P 500, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Motilal Oswal Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.