Motilal Oswal S&P 500 Index Fund - Direct - Growth
A Other Scheme by Motilal Oswal Asset Management Company Limited
3Y Returns (CAGR)
25.93%
Expense Ratio
0.58%
as of 01/04/2026
AUM
₹2,796.94 Cr
Qtr End: Dec 25
NAV
₹30.509
as of 17/04/2026
3Y Returns (CAGR)
25.93%
Expense Ratio
0.58%
as of 01/04/2026
AUM
₹2,796.94 Cr
Qtr End: Dec 25
NAV
₹30.509
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.94% | 21.28% | 16.50% |
| 6M | 11.91% | 25.25% | 14.21% |
| 1Y | 44.41% | 44.41% | 13.07% |
| 3Y | 99.71% | 25.93% | 15.22% |
| 5Y | 123.38% | 17.44% | 17.04% |
Scheme Details
- Launch Date
- 15/04/2020
- Fund Age
- 6 years
- Minimum Investment
- ₹500
- Benchmark
- S&P 500
- Fund House
- Motilal Oswal Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Motilal Oswal S&P 500 Index Fund - Direct - Growth | 25.93% | 0.58% | ₹2,796.94 |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Direct - Growth | - | 0.22% | ₹56.66 |
| Axis Nifty Bank Index Fund - Direct - Growth | - | 0.18% | ₹79.68 |
| DSP Nifty Bank Index Fund - Direct - Growth | - | 0.20% | ₹36.5 |
| Navi Nifty Bank Index Fund - Direct - Growth | 9.58% | 0.21% | ₹631.76 |
| ICICI Prudential Nifty Bank Index Fund - Direct - Growth | 9.59% | 0.15% | ₹497.3 |
| Nippon India Nifty Bank Index Fund - Direct - Growth | - | 0.23% | ₹98.35 |