Index Fundregulargrowth
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth
₹28.2099
₹0.03 (+0.11%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.53%
1 Month-4.20%
3 Months-3.41%
6 Months+1.67%
1 Year+25.35%
3 Years (CAGR)+21.40%
5 Years (CAGR)+15.45%
10 Years (CAGR)—
Since Inception (Apr 2020)+18.39%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+13.01%
3 Year SIP+18.79%
5 Year SIP+16.97%
Since Inception (Apr 2020)+17.04%
Fund Details
Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹4,237 Cr
Expense Ratio1.15%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date29 Apr 2020
AMFI Code148382
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Motilal Oswal S&P 500 Index Fund - Regular Plan 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&P 500 Index Fund - Regular Plan Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹4,237 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.15%.
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