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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 ₹27.8741 NAV as of Feb 19,2026 and returns since inception of 83.61%. 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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  • Debt:
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As on: 2026-01-31
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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 FundAditya Birla Sun Life Nifty Next 50 ETF Growth098.78 CR0.09
This FundUTI Nifty Next 50 Exchange Traded Fund Growth02180.93 CR0.15
This FundMotilal Oswal S&P 500 Index Fund Growth34236.59 CR1.15
This FundDSP Silver ETF Growth03054.77 CR
This FundHDFC Silver ETF Growth010690.21 CR0.45
Fund Name1Y3Y
This FundAditya Birla Sun Life Nifty Next 50 ETF Growth15.560283.0627
This FundUTI Nifty Next 50 Exchange Traded Fund Growth15.674883.1092
This FundMotilal Oswal S&P 500 Index Fund Growth16.865783.613
This FundDSP Silver ETF Growth146.6541265.0441
This FundHDFC Silver ETF Growth144.693271.2535

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 ₹ 27.8741 as on Feb 19,2026. Since inception, the return has been 83.61%.

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