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Motilal Oswal S&P 500 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal S&P 500 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹4,487 Cr

Lock In Period

N/A

Expense Ratio

1.06

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.

Benchmark

BSE 500 Total Return

Motilal Oswal S&P 500 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.18-1.2210.77
6M15.090.3028.16
1Y34.492.4893.65
3Y24.8210.59182.63

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-06-30
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About Fund Motilal Oswal S&P 500 Index Fund Growth

Motilal Oswal S&P 500 Index Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹4,487 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.06. 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.

Fund Managers

Sunil Sawant

Mr. Sunil Sawant holds Master of Commerce (M. Com). Prior to joining to Motilal Oswal Asset Management Company he has worked with Sharekhan, Aditya Birla and Angel Broking as Equity Dealer and Advisor. He has been associated in capital market industry since 2009.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Nifty PSU Bank ETF Growth0131 CR0.4
Motilal Oswal BSE Healthcare ETF Growth041 CR0.25
Motilal Oswal S&P 500 Index Fund Growth34,487 CR1.06
Aditya Birla Sun Life Silver ETF Growth02,796 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundICICI Prudential Nifty PSU Bank ETF Growth15.24592.0583
This FundMotilal Oswal BSE Healthcare ETF Growth11.636293.9605
This FundMotilal Oswal S&P 500 Index Fund Growth34.486794.4541
This FundAditya Birla Sun Life Silver ETF Growth92.8858182.5365
This FundICICI Prudential Silver ETF Growth93.0125182.6284

Motilal Oswal S&P 500 Index Fund Growth 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 1.06. 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 : 2.18%
  • 6 Months : 15.09%
  • 1 Year : 34.49%
  • 3 Years : 24.82%
Returns of Motilal Oswal S&P 500 Index Fund Growth are updated daily based on NAV of ₹ 31.9698 as on Jul 17,2026. Since inception, the return has been 94.45%.

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 ₹4,487 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.