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)

₹4,584 Cr

Lock In Period

N/A

Expense Ratio

1.04

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

You would have got

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No Data Found
Your Investment Amount
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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.13-1.7912.64
6M8.410.6921.70
1Y22.442.6040.37
3Y27.0510.85179.43

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-09-30
View allocation % by

1. Nvidia Corp Com8.34%
2. Apple Inc7.33%
3. Amazon Com Inc3.69%
4. Alphabet Inc A3.05%
5. Broadcom Inc2.52%
6. Alphabet Inc2.44%
7. Meta Platforms Registered Shares A2.41%
8. MICRON TECHNOLOGY INC COM1.82%
9. Tesla Inc1.51%
10. Advanced Micro Devices Inc1.51%
11. Eli Lilly & Co1.40%
12. Berkshire Hathaway Inc1.40%
13. JP Morgan Chase & Co1.33%
14. EXXONMobil Holdings Corp1.01%
15. Johnson & Johnson0.96%
16. Visa Inc0.92%
17. Walmart Inc0.70%
18. AbbVie Inc0.70%
19. Mastercard Incorporated0.67%
20. Palantir Technologies Inc0.65%
21. CISCO SYS INC COM0.64%
22. Lam Research Corp0.62%
23. Cheveron Corp0.61%
24. APPLIED MATLS INC COM0.61%
25. Costco Wholesale Corp0.61%
26. Caterpillar INC0.56%
27. Merck & Co. Inc0.54%
28. BANK OF AMERICA CORP0.53%
29. Procter & Gamble Co0.51%
30. Coca Cola Co.0.50%
31. Unitedhealth Group Inc0.50%
32. Palo Alto Networks0.49%
33. GE Aerospace0.49%
34. Philip Morris International Ord0.45%
35. Netflix Inc0.44%
36. Home Depot Inc0.43%
37. Crowdstrike Holdings Inc0.41%
38. Goldman Sachs Group Inc0.40%
39. Texas Instruments Inc0.39%
40. KLA Corporation0.38%
41. Sandisk Corporation0.38%
42. GE Vernova Inc0.38%
43. RTX Corporation0.38%
44. Thermo Fisher Scientific Inc0.38%
45. Wells Fargo & Co0.37%
46. Marvell Technology Group Ltd0.35%
47. AMGEN INC0.34%
48. Morgan Stanley0.34%
49. Linde PLC0.33%
50. Citigroup Inc0.33%
51. Arista Networks Inc0.32%
52. Seagate Technology Holdings PLC0.32%
53. Amphenol Corp0.31%
54. International Business Machines Corp. IBM0.31%
55. QUALCOMM INC0.30%
56. ANALOG DEVICES INC COM0.29%
57. Verizon Communications Inc0.29%
58. Salesforce Inc0.28%
59. GILEAD SCIENCES INC0.28%
60. The Walt Disney Company0.27%
61. PEPSICO INC0.26%
62. ABBOTT LABORATORIES0.26%
63. Deere & Co0.25%
64. Eaton Corp PLC0.25%
65. AT&T Inc0.25%
66. Welltower Inc0.25%
67. PFIZER INC0.25%
68. Vanguard S&P 500 ETF0.25%
69. WESTERN DIGITAL CORP COM0.25%
70. MCDONALD'S CORPOPRATION0.25%
71. Dell Technologies Inc0.25%
72. Union Pacific Ord0.24%
73. American Express Co0.24%
74. Charles Schwab Corp0.24%
75. NextEra Energy Inc0.24%
76. Blackrock Inc0.23%
77. ConocoPhillips0.23%
78. Net Receivables / (Payables)0.23%
79. THE BOEING CO0.22%
80. TJX ORD0.22%
81. Intuitive Surgical Inc0.22%
82. Danaher Corp0.21%
83. ServiceNow Inc0.21%
84. Uber Technologies Inc0.21%
85. VERTEX PHARMACEUTICALS INC COM USD0.010.20%
86. Prologis Inc0.19%
87. BRISTOL MYERS SQUIBB ORD0.19%
88. S&P Global Inc0.18%
89. Corning Inc0.18%
90. Newmont Corporation0.18%
91. Progressive Corp0.18%
92. Booking Holdings Inc0.18%
93. Parker-Hannifin Corp0.18%
94. Capital One Financial Corp0.18%
95. Chubb Ltd0.17%
96. Altria Group Inc0.17%
97. Accenture Plc-CL A0.17%
98. Valero Energy Corporation Ltd0.17%
99. Marathon Petroleum Corp0.17%
100. Medtronic PLC0.17%
101. Fortinet Inc0.17%
102. CVS Health Corp0.17%
103. Starbucks ORD0.16%
104. Lockheed Martin Corp0.16%
105. Lowes Cos Inc0.16%
106. AUTOMATIC DATA PROCESS COM0.15%
107. Phillips 660.15%
108. Freeport Mcmoran Copper & Gold Inc0.15%
109. Equinix Inc0.15%
110. McKesson Corp.0.15%
111. Trane Technologies Plc0.15%
112. The Bank of New York Mellon Corporation0.15%
113. Quanta Services Inc0.15%
114. Stryker Corp0.15%
115. Datadog Inc0.14%
116. US Bancorp0.14%
117. Adobe Inc0.14%
118. Southern Co/The0.14%
119. Cme Group Inc0.14%
120. Vertiv Holdings Co0.14%
121. CADENCE DESIGN SYSTEM COM0.14%
122. Howmet Aerospace Inc0.14%
123. Johnson Controls International PLC0.14%
124. Duke Energy Corp0.13%
125. EMERSON ELECTRIC CO0.13%
126. CSX Corp0.13%
127. 3M CO0.13%
128. Elevance Health Inc0.13%
129. Blackstone Inc0.13%
130. SYNOPSYS INC COM0.13%
131. General Dynamics Corp0.13%
132. Constellation Energy Corp0.13%
133. Williams Cos Inc/The0.13%
134. Robinhood Markets Inc A0.13%
135. PNC Financial Services Group Inc0.13%
136. Lumentum Holdings Inc0.13%
137. Intercontinental Exchange Inc0.13%
138. Hewlett Packard Enterprise Co0.13%
139. Bloom Energy Cl A0.12%
140. T-Mobile US Inc0.12%
141. AppLovin Corp0.12%
142. American Tower Corp0.12%
143. Marsh & McLennan Cos Inc0.12%
144. Warner Bros Discovery Inc0.12%
145. Comcast Corp - Class A0.12%
146. Intuit Inc0.11%
147. ROSS STORES INC COM0.11%
148. MARRIOTT INTERNATIONAL -CL A0.11%
149. Waste Management Inc0.11%
150. Travelers Cos Inc/The0.11%
151. REGENERON PHARMACEUTIC COM0.11%
152. Motorola Solutions Inc0.11%
153. Mondelez International Inc0.11%
154. Sherwin-Williams Co/The0.11%
155. SLB Limited0.11%
156. EOG Resources Inc0.11%
157. The Cigna Group0.11%
158. Hilton Worldwide Holdings Inc0.11%
159. Moderna Inc0.11%
160. Target Corp0.11%
161. Cummins Inc0.11%
162. UNITED PARCEL SERVICES INC0.11%
163. Northrop Grumman Co0.10%
164. Norfolk Southern Corp0.10%
165. Ecolab Inc0.10%
166. O'Reilly Automotive Inc0.10%
167. DoorDash Inc0.10%
168. Moody's Corp0.10%
169. General Motors Co0.10%
170. Airbnb Inc0.10%
171. CINTAS CORP COM0.10%
172. Honeywell International Inc0.10%
173. Illinois Tool Works Inc0.10%
174. Monolithic Power Systems Inc0.10%
175. Royal Caribbean Cruises Ltd0.10%
176. Simon Property Group Inc0.10%
177. American Electric Power Co Inc0.10%
178. Boston Scientific Corp0.10%
179. KKR & Co Inc0.10%
180. Aon plc0.09%
181. HCA HEALTHCARE INC0.09%
182. Fedex Corp0.09%
183. Teradyne Inc0.09%
184. United Rentals Inc0.09%
185. TE Connectivity plc0.09%
186. TRANSDIGM GROUP INC0.09%
187. PACCAR INC COM0.09%
188. Cencora Inc0.09%
189. FASTENAL CO0.09%
190. AMETEK Inc0.09%
191. Coherent Ord0.09%
192. Keysight Technologies Inc0.09%
193. Air Products & Chemicals Inc0.09%
194. Digital Realty Trust Inc0.09%
195. NXP Semiconductors N.V.0.09%
196. Monster Beverage Corp0.09%
197. Kinder Morgan Inc0.09%
198. Arthur J Gallagher & Co0.09%
199. Comfort Systems USA ORD0.09%
200. Targa Resources Corp0.09%
201. Truist Financial Corp0.09%
202. Allstate Corp/The0.08%
203. CRH PLC0.08%
204. Baker Hughes Co0.08%
205. WW Grainger Inc0.08%
206. Dominion Energy Inc0.08%
207. Nucor Corporation0.08%
208. Corteva Inc0.08%
209. CARDINAL HEALTH INC0.08%
210. Realty Income Corp0.08%
211. Sempra Energy0.08%
212. Devon Energy Corp0.08%
213. Metlife Inc0.08%
214. AFLAC INC0.08%
215. Apollo Global Management Inc0.08%
216. Edwards Lifesciences Corp0.08%
217. Paypal Holdings Inc0.07%
218. Iqvia Holdings0.07%
219. AUTODESK INC COM0.07%
220. XCEL ENERGY INC COM0.07%
221. Vivmark Residential0.07%
222. Vistra Corp0.07%
223. Ventas Inc0.07%
224. Everpure Cl A Ord0.07%
225. Waters Corp0.07%
226. Delta Air Lines Inc0.07%
227. State Street Corp0.07%
228. Public Storage0.07%
229. Garmin Ltd0.07%
230. FORD MOTOR CO0.07%
231. Entergy Corp0.07%
232. Autozone Inc0.07%
233. Fifth Third Bancorp0.07%
234. Humana Inc0.07%
235. Carrier Global Corp0.07%
236. Carvana Cl A Ord0.07%
237. Honeywell Aerospace Inc0.07%
238. Becton Dickinson and Co0.07%
239. Agilent Technologies Inc0.07%
240. Westinghouse Air Brake Technologies Corp0.07%
241. Rockwell Automation Inc0.07%
242. L3Harris Technologies Inc0.07%
243. Ameriprise Financial Inc0.07%
244. Ferguson Enterprises Inc0.07%
245. VEEVA SYSTEMS INC0.06%
246. NIKE Inc0.06%
247. Ebay Inc0.06%
248. NETAPP INC0.06%
249. EXELON CORP0.06%
250. Illumina Inc0.06%
251. Microchip Technology Inc0.06%
252. Coinbase Global Inc -Class A0.06%
253. Keurig Dr Pepper Inc0.06%
254. IDEXX Laboratories Inc0.06%
255. Republic Services Inc0.06%
256. Flex Ltd0.06%
257. Nasdaq Inc0.06%
258. Chipotle Mexican Grill Inc0.06%
259. Occidental Petroleum Corporation0.06%
260. Block Inc0.06%
261. Prudential Financial Inc0.06%
262. MSCI Inc0.06%
263. American International Group Inc0.06%
264. Interactive Brokers Group-Cl A0.06%
265. Workday Inc0.06%
266. ARCHER-DANIELS-MIDLAND CO0.06%
267. Consolidated Edison Inc0.06%
268. Diamondback Energy Inc0.06%
269. Sysco Corp0.06%
270. Yum! Brands Inc0.06%
271. CBRE Group Inc0.06%
272. TAKE-TWO INTERACTIVE S COM0.06%
273. Dexcom Inc0.05%
274. Kimberly-Clark Corp0.05%
275. ResMed Inc0.05%
276. Vulcan Materials Co0.05%
277. PAYCHEX INC COM0.05%
278. M&T Bank Corp0.05%
279. Carnival Corp Ltd0.05%
280. Northern Trust Corp0.05%
281. EQT Corporation0.05%
282. EXPEDIA INC0.05%
283. Jabil Inc0.05%
284. Steel Dynamics Inc0.05%
285. Kroger Co0.05%
286. BIOGEN INC0.05%
287. Emcor Group Inc0.05%
288. Iron Mountain Inc0.05%
289. DR Horton Inc0.05%
290. Axon Enterprise Inc0.05%
291. United Airlines Holdings Ord0.05%
292. Roper Technologies Ord0.05%
293. Kenvue Inc0.05%
294. Public Service Enterprise Group Inc0.05%
295. The Hartford Insurance Group Inc0.05%
296. WEC Energy Group Inc0.05%
297. Old Dominion Freight Line Inc0.05%
298. Arch Capital Group Ltd0.05%
299. Huntington Bancshares Inc0.05%
300. Centene Corp0.05%
301. Mettler-Toledo International Inc0.05%
302. ON Semiconductor Corp0.05%
303. Otis Worldwide Corp0.04%
304. Eversource Energy0.04%
305. FISERV INC COM0.04%
306. Hubbell Inc0.04%
307. Xylem Inc/NY0.04%
308. Ulta Beauty Inc0.04%
309. PPG Industries0.04%
310. PPL Corp0.04%
311. GE Healthcare Technologies Inc.0.04%
312. Zoetis Inc0.04%
313. Martin Marietta Materials Inc0.04%
314. VICI Properties Inc0.04%
315. F5 Inc0.04%
316. Dover Corp0.04%
317. Cboe Global Markets Inc0.04%
318. HEWLETT PACKARD CO0.04%
319. Crown Castle Inc0.04%
320. Teledyne Technologies Inc0.04%
321. Extra Space Storage Inc0.04%
322. Ameren Corp0.04%
323. Raymond James Financial Inc0.04%
324. PG&E Corporation0.04%
325. Citizens Financial Group Inc0.04%
326. Williams-Sonoma Inc0.04%
327. Live Nation Entertainment Inc0.04%
328. WILLIS TOWERS WATSON PLC0.04%
329. HALLIBURTON CO0.04%
330. Atmos Energy Corp0.04%
331. Dollar General Corp0.04%
332. Qnity Electronics, Inc.0.04%
333. Ingersoll Rand Inc0.04%
334. Corpay Inc0.04%
335. DTE Energy Co0.04%
336. West Pharmaceutical Services Inc0.04%
337. Ares Management Corporation0.04%
338. American WaterWorks Co Inc0.04%
339. Quest Diagnostics Inc0.04%
340. Labcorp Holdings Inc0.04%
341. Cincinnati Financial Corp0.04%
342. CenterPoint Energy Inc0.04%
343. Expeditors International of Washington I0.04%
344. News Corp0.03%
345. Synchrony Financial0.03%
346. Hershey Co/The0.03%
347. Veralto Corp0.03%
348. Copart0.03%
349. Tapestry Inc0.03%
350. VERISIGN INC COM0.03%
351. FirstEnergy Corp0.03%
352. Snap-on Inc0.03%
353. NiSource Inc0.03%
354. KeyCorp0.03%
355. Global Payments Inc0.03%
356. Evergy Inc0.03%
357. Brown & Brown Inc0.03%
358. Best Buy Co Inc0.03%
359. Nordson Corp0.03%
360. Genuine Parts Co0.03%
361. Loews Corp0.03%
362. General Mills Inc0.03%
363. Revvity Inc0.03%
364. Bunge Global SA0.03%
365. IDEX CORP0.03%
366. Smurfit WestRock plc0.03%
367. Super Micro Computer Inc0.03%
368. ESTEE LAUDER CL A ORD0.03%
369. Regions Financial Corp0.03%
370. Casey'S General Store0.03%
371. Church & Dwight Co Inc0.03%
372. T ROWE PRICE GROUP I0.03%
373. Darden Restaurants Inc0.03%
374. DOLLAR TREE INC0.03%
375. Verisk Analytics Inc0.03%
376. Principal Financial Group Inc0.03%
377. PulteGroup Inc0.03%
378. International Flavors & Fragrances Inc0.03%
379. Reddit CL A0.03%
380. Edison International0.03%
381. Incyte Corp0.03%
382. STERIS PLC0.03%
383. Southwest Airlines Co0.03%
384. Viatris Inc0.03%
385. Packaging Corp of America0.03%
386. Omnicom Group Inc0.03%
387. NRG Energy Inc0.03%
388. Dow Inc0.03%
389. CMS Energy Corp0.03%
390. EXPAND ENERGY ORD0.03%
391. Amcor PLC0.03%
392. First Solar Inc0.03%
393. The Kraft Heinz Company0.03%
394. Texas Pacific Land Corporation0.03%
395. Broadridge Financial Solutions Inc0.03%
396. Zebra Technologies Corp0.03%
397. INTERNATIONALPAPER CO0.03%
398. DuPont de Nemours Inc0.03%
399. CF Industries Holdings Inc Ord Shs0.03%
400. Essex Property Trust Inc0.03%
401. CH Robinson Worldwide Inc0.03%
402. Constellation Brands Inc0.03%
403. SBA Communications Corp0.03%
404. Fidelity National Information Services I0.03%
405. Zimmer Biomet Holdings Inc0.03%
406. J B Hunt Transport Services Inc0.03%
407. Trimble Inc0.02%
408. Masco Corp0.02%
409. Stanley Black & Decker Inc0.02%
410. Textron Inc0.02%
411. FedEx Freight Holding Company Inc0.02%
412. SKYWORKS SOLUTIONS INC COM0.02%
413. FOX-Registered Shs-A0.02%
414. Albemarle Corp0.02%
415. Baxter International Inc0.02%
416. Charter Communications Inc0.02%
417. HASBRO INC COM0.02%
418. EchoStar Corp0.02%
419. Generac Holdings Inc0.02%
420. Tyler Technologies Inc0.02%
421. GoDaddy Inc0.02%
422. Regency Centers Corp0.02%
423. Gen Digital Inc0.02%
424. McCormick & Co Inc0.02%
425. Pinnacle West Capital Corp0.02%
426. Lennox International Inc0.02%
427. CoStar Group0.02%
428. Cooper Companies Inc0.02%
429. TKO Group Holdings0.02%
430. Deckers Outdoor Corp0.02%
431. AES Corp/VA0.02%
432. Huntington Ingalls Industries Inc0.02%
433. Jack Henry & Associates Inc0.02%
434. LULULEMON ATHLETICA INC0.02%
435. Fortive Corp0.02%
436. Alliant Energy Corp0.02%
437. Tractor Supply Co0.02%
438. Equifax Inc0.02%
439. CDW Corporation0.02%
440. Lennar Corp0.02%
441. Allegion plc0.02%
442. Everest Group Ltd0.02%
443. Assurant Inc0.02%
444. Avery Dennison Corp0.02%
445. Fair Isaac & Co Inc0.02%
446. Solventum Corp0.02%
447. Globe Life Inc0.02%
448. JM Smucker Co/The0.02%
449. Gartner Inc0.02%
450. Bio Techne Ord0.02%
451. Jacobs Solutions Inc0.02%
452. NVR Inc0.02%
453. Host Hotels & Resorts Inc0.02%
454. WR Berkley Corp0.02%
455. Akamai Technologies Inc0.02%
456. Leidos Holdings Inc0.02%
457. PTC Inc0.02%
458. Kimco Realty Corp0.02%
459. Lyondellbasell Industries N.V.0.02%
460. Ball Corp0.02%
461. Apa Corporation0.02%
462. TYSON FOODS INC0.02%
463. Invitation Homes Inc0.02%
464. Charles River Laboratories International Inc0.02%
465. Healthpeak Properties Inc0.02%
466. Weyerhaeuser Co0.02%
467. Mid-America Apartment Communities Inc0.02%
468. Ralph Lauren Corp0.02%
469. Invesco Ltd0.02%
470. DaVita Inc0.01%
471. Hormel Foods Corp0.01%
472. WYNN RESORTS LTD0.01%
473. Erie Indemnity Co0.01%
474. Skydance Class B0.01%
475. Brown-Forman Corp0.01%
476. Domino's Pizza Inc0.01%
477. UDR Inc0.01%
478. Clorox Co/The0.01%
479. Las Vegas Sands Corp0.01%
480. BXP Inc.0.01%
481. Camden Property Trust0.01%
482. Insulet Corp0.01%
483. Rollins Inc0.01%
484. Aptiv PLC0.01%
485. FactSet Research System Inc0.01%
486. Align Technology Inc0.01%
487. Franklin Templeton Inc0.01%
488. Universal Health Services Inc0.01%
489. Federal Realty Investment Trust0.01%
490. HENRY SCHEIN INC COM USD0.010.01%
491. FOX-Registered Shares-B0.01%
492. Alexandria Real Estate Equities Inc0.01%
493. The Mosaic Company Ltd0.01%
494. Norwegian Cruise Line Holdings Ltd0.01%
495. MGM Resorts International0.01%
496. Pentair PLC0.01%
497. AO Smith Corp0.01%

1. Microsoft Corp5.75%
2. Oracle Corporation0.36%
3. Cognizant Technology Solutions Corp0.04%

1. INTEL CORP0.90%

1. Colgate-Palmolive Co0.10%

1. CIENA Corporation0.08%
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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 ₹4,584 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.04. 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

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 1.04. 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 : -2.13%
  • 6 Months : 8.41%
  • 1 Year : 22.44%
  • 3 Years : 27.05%
Returns of Motilal Oswal S&P 500 Index Fund Growth are updated daily based on NAV of ₹ 32.3267 as on Oct 22,2026. Since inception, the return has been 105.08%.

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 ₹4,584 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.
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