NAV
₹32.7622
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +39.31%
- 3Y
- +25.74%
- 5Y
- +18.53%
- Since Inception
- +21.50%
SIP returns (XIRR)
- 1Y
- +37.80%
- 3Y
- +28.64%
- 5Y
- +23.54%
- Since Inception
- +22.21%
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Semiconductors13.00%
- Interactive Media & Services8.00%
- Technology Hardware, Storage & Peripherals7.00%
- Systems Software6.00%
- Pharmaceuticals & Biotechnology4.00%
- Broadline Retail4.00%
- Diversified Banks3.00%
- Electric Utilities2.00%
- Multi-Sector Holdings2.00%
- Integrated Oil & Gas2.00%
- Consumer Staples Merchandise Retail2.00%
- Transaction & Payment Processing Services2.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Motilal Oswal S and P 500 Index Fund · Direct · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
Launch Date28 Apr 2020
AMFI Code148381
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadFor subscription from 7th August
Available transactions
RedeemSWPSwitchSTPDemat
Investment Objective
Motilal Oswal S and P 500 Index Fund · Direct · Growth 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 S and P 500 Index Fund · Direct · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 6 years.
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