Question 1

What is the Expense Ratio of Motilal Oswal S&P 500 Index Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of Motilal Oswal S&P 500 Index Fund - Direct - Growth is 0.62% as of 01/08/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of Motilal Oswal S&P 500 Index Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of Motilal Oswal S&P 500 Index Fund - Direct - Growth is ₹3,046.29 Crores as of Quarter ending June 2026.

Question 3

What is the 3-Year CAGR of Motilal Oswal S&P 500 Index Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of Motilal Oswal S&P 500 Index Fund - Direct - Growth is 28.02%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages Motilal Oswal S&P 500 Index Fund - Direct - Growth?

Accepted Answer

Motilal Oswal S&P 500 Index Fund - Direct - Growth is managed by Motilal Oswal Mutual Fund.

Question 5

Is Motilal Oswal S&P 500 Index Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

Motilal Oswal S&P 500 Index Fund - Direct - Growth is an Open-Ended scheme.

Question 6

What is the benchmark for Motilal Oswal S&P 500 Index Fund - Direct - Growth?

Accepted Answer

The benchmark for Motilal Oswal S&P 500 Index Fund - Direct - Growth is S&P 500.

Question 7

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	2.56%	10.64%	11.75%
6M	11.38%	24.06%	13.13%
1Y	24.64%	24.64%	13.65%
3Y	109.79%	28.02%	15.34%
5Y	116.88%	16.75%	17.21%

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
Motilal Oswal S&P 500 Index Fund - Direct - Growth	28.02%	0.62%	₹3,046.29
Aditya Birla Sun Life Nifty India Defence Index Fund - Direct - Growth	-	0.42%	₹438.78
ICICI Prudential Nifty200 Value 30 Index Fund - Direct - Growth	-	0.66%	₹140.88
Axis Nifty500 Value 50 Index Fund - Direct - Growth	-	0.39%	₹136.42
Nippon India Nifty Auto Index Fund - Direct - Growth	-	0.49%	₹18.82
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct - Growth	14.26%	0.22%	₹61.76
kotak BSE PSU Index Fund - Direct - Growth	-	0.39%	₹44.9

Motilal Oswal S&P 500 Index Fund - Direct - Growth

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