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Index Fundregulargrowth

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Motilal Oswal Mutual Fund

₹24.8522

0.34 (+1.40%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.56%
1 Month-11.43%
3 Months-13.32%
6 Months-9.83%
1 Year-3.71%
3 Years (CAGR)+12.12%
5 Years (CAGR)+10.42%
10 Years (CAGR)
Since Inception (Sept 2019)+13.27%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-15.79%
3 Year SIP+1.03%
5 Year SIP+6.42%
Since Inception (Sept 2019)+10.38%

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹2,898 Cr
Expense Ratio0.94%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date11 Sept 2019
AMFI Code147626

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Motilal Oswal Nifty 500 Index Fund - Regular Plan is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Motilal Oswal Nifty 500 Index Fund - Regular Plan is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹2,898 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.94%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations