Motilal Oswal S&P 500 Index Fund Growth Return

  • 1M
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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)

₹4,500 Cr

Lock In Period

N/A

Expense Ratio

1.07

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(%)
1M2.23-0.0812.19
6M19.171.5438.10
1Y30.294.96107.56
3Y25.6012.13228.66

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 ₹4,500 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.07. 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
UTI Nifty 500 Value 50 Index Fund Growth0825 CR1.28
Motilal Oswal BSE Enhanced Value ETF Growth0167 CR0.44
Motilal Oswal S&P 500 Index Fund Growth34,499 CR1.07
HDFC Silver ETF Growth07,472 CR0.5
ICICI Prudential Silver ETF Growth013,700 CR0.4
Fund Name1Y3Y
This FundUTI Nifty 500 Value 50 Index Fund Growth18.36696.7877
This FundMotilal Oswal BSE Enhanced Value ETF Growth14.129697.472
This FundMotilal Oswal S&P 500 Index Fund Growth30.289998.1525
This FundHDFC Silver ETF Growth105.9448228.2076
This FundICICI Prudential Silver ETF Growth107.1057228.6618

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 1.07. 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 : 2.23%
  • 6 Months : 19.17%
  • 1 Year : 30.29%
  • 3 Years : 25.60%
Returns of Motilal Oswal S&P 500 Index Fund Growth are updated daily based on NAV of ₹ 32.8737 as on Aug 12,2026. Since inception, the return has been 98.15%.

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 ₹4,500 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.