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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹4,237 Cr

Lock In Period

N/A

Expense Ratio

1.15

Benchmark

BSE 500 Total Return

Exit Load

1% - If redeemed on or before 7 days from the date of allotment. Nil - If redeemed after 7 days from the date of allotment.

Summary

Latest details for Motilal Oswal S&P 500 Index Fund Growth include a ₹28.0078 NAV as of Feb 10,2026 and returns since inception of 85.50%. Minimum investments start at SIP ₹500. The Motilal Oswal S&P 500 Index Fund Growth AUM is ₹4,237 Cr, with a lock-in of N/A years, expense ratio of 1.15%, and benchmark BSE 500 Total Return. Exit load is - 1% - If redeemed on or before 7 days from the date of allotment. Nil - If redeemed after 7 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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About Fund

Motilal Oswal S&P 500 Index Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹4,237 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.15. Under the expert guidance of Sunil Sawant ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Nifty Healthcare ETF Growth0133.57 CR0.15
This FundAditya Birla Sun Life Nifty Healthcare ETF Growth049.64 CR0.19
This FundMotilal Oswal S&P 500 Index Fund Growth34236.59 CR1.15
This FundICICI Prudential Silver ETF Growth014827.84 CR0.4
This FundHDFC Silver ETF Growth06074.02 CR0.45
Fund Name1Y3Y
This FundICICI Prudential Nifty Healthcare ETF Growth3.078684.6104
This FundAditya Birla Sun Life Nifty Healthcare ETF Growth2.987385.3484
This FundMotilal Oswal S&P 500 Index Fund Growth18.13885.4993
This FundICICI Prudential Silver ETF Growth166.454275.4968
This FundHDFC Silver ETF Growth162.6282276.16

FAQs

Motilal Oswal S&P 500 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal S&P 500 Index Fund Growth is 1.15. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal S&P 500 Index Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Motilal Oswal S&P 500 Index Fund Growth are updated daily based on NAV of ₹ 28.0078 as on Feb 10,2026. Since inception, the return has been 85.50%.

You can invest in Motilal Oswal S&P 500 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal S&P 500 Index Fund Growth is ₹4,237 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal S&P 500 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500