Motilal Oswal Nifty 500 Index Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The Scheme seeks investment return that corresponds (before fees and expenses) generally to the performance of the Nifty 500 Index (Underlying Index), subject to tracking error.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Nifty 500 Index Fund - Regular Plan -4.14 -6.25 8.87 12.03 16.40 17.45
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 8.87 12.03 16.40 0.88 2,065.79
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 11.03 19.09 24.23 1.00 2,059.62
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 8.52 10.08 14.22 0.92 1,689.53
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 10.77 16.51 24.80 1.04 868.82
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 6.50 8.87 9.11 1.00 603.83
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 10.48 13.34 17.11 1.04 96.69

Fund Holdings as on 31-December-2024

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • ITC Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • Tata Consultancy Services Limited

  • State Bank of India

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • Kotak Mahindra Bank Limited

  • Hindustan Unilever Limited

  • Sun Pharmaceutical Industries Limited

  • HCL Technologies Limited

  • Zomato Limited

  • Bajaj Finance Limited

  • Trent Limited

  • NTPC Limited

  • Tata Motors Limited

  • Maruti Suzuki India Limited

  • Power Grid Corporation of India Limited

  • Titan Company Limited

  • UltraTech Cement Limited

  • Tata Steel Limited

  • Tech Mahindra Limited

  • Bharat Electronics Limited

  • Asian Paints Limited

  • Jio Financial Services Limited

  • Bajaj Auto Limited

  • Oil & Natural Gas Corporation Limited

  • Grasim Industries Limited

  • Adani Ports and Special Economic Zone Limited

  • InterGlobe Aviation Limited

  • Hindalco Industries Limited

  • Coal India Limited

  • JSW Steel Limited

  • Bajaj Finserv Limited

  • Varun Beverages Limited

  • Wipro Limited

  • Dr. Reddy's Laboratories Limited

  • Cipla Limited

  • Max Healthcare Institute Limited

  • Shriram Finance Limited

  • Hindustan Aeronautics Limited

  • Nestle India Limited

  • Divi's Laboratories Limited

  • The Indian Hotels Company Limited

  • Vedanta Limited

  • Apollo Hospitals Enterprise Limited

  • Suzlon Energy Limited

  • BSE Limited

  • PB Fintech Limited

  • Dixon Technologies (India) Limited

  • Persistent Systems Limited

  • Info Edge (India) Limited

  • Eicher Motors Limited

  • Tata Power Company Limited

  • HDFC Life Insurance Company Limited

  • Power Finance Corporation Limited

  • Coforge Limited

  • IndusInd Bank Limited

  • Adani Enterprises Limited

  • REC Limited

  • SBI Life Insurance Company Limited

  • Tata Consumer Products Limited

  • Siemens Limited

  • Lupin Limited

  • Bharat Petroleum Corporation Limited

  • Britannia Industries Limited

  • TVS Motor Company Limited

  • Hero MotoCorp Limited

  • DLF Limited

  • Avenue Supermarts Limited

  • LTIMindtree Limited

  • GAIL (India) Limited

  • Bajaj Holdings & Investment Limited

  • Indian Oil Corporation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • The Federal Bank Limited

  • United Spirits Limited

  • CG Power and Industrial Solutions Limited

  • Samvardhana Motherson International Limited

  • Bank of Baroda

  • Pidilite Industries Limited

  • Cummins India Limited

  • ICICI Lombard General Insurance Company Limited

  • HDFC Asset Management Company Limited

  • Indus Towers Limited

  • Havells India Limited

  • Godrej Properties Limited

  • Adani Power Limited

  • Voltas Limited

  • Godrej Consumer Products Limited

  • Hindustan Petroleum Corporation Limited

  • IDFC First Bank Limited

  • Macrotech Developers Limited

  • Tube Investments of India Limited

  • Fortis Healthcare Limited

  • Aurobindo Pharma Limited

  • Yes Bank Limited

  • Polycab India Limited

  • ABB India Limited

  • Ambuja Cements Limited

  • Colgate Palmolive (India) Limited

  • Punjab National Bank

  • Jindal Steel & Power Limited

  • Shree Cement Limited

  • One 97 Communications Limited

  • JSW Energy Limited

  • Bharat Forge Limited

  • Canara Bank

  • Marico Limited

  • SRF Limited

  • Mphasis Limited

  • Adani Green Energy Limited

  • Multi Commodity Exchange of India Limited

  • Torrent Pharmaceuticals Limited

  • Ashok Leyland Limited

  • AU Small Finance Bank Limited

  • Central Depository Services (India) Limited

  • The Phoenix Mills Limited

  • Supreme Industries Limited

  • Oracle Financial Services Software Limited

  • Dabur India Limited

  • Alkem Laboratories Limited

  • Mankind Pharma Limited

  • PI Industries Limited

  • Page Industries Limited

  • Bosch Limited

  • Bharat Heavy Electricals Limited

  • Kalyan Jewellers India Limited

  • Adani Energy Solutions Limited

  • Max Financial Services Limited

  • Prestige Estates Projects Limited

  • Sundaram Finance Limited

  • APL Apollo Tubes Limited

  • Torrent Power Limited

  • GMR Airports Limited

  • Blue Star Limited

  • Jubilant Foodworks Limited

  • KEI Industries Limited

  • Oberoi Realty Limited

  • Sona BLW Precision Forgings Limited

  • Indian Railway Finance Corporation Limited

  • MRF Limited

  • Petronet LNG Limited

  • ICICI Prudential Life Insurance Company Limited

  • NHPC Limited

  • Crompton Greaves Consumer Electricals Limited

  • UPL Limited

  • 360 One WAM Limited

  • Zydus Lifesciences Limited

  • Computer Age Management Services Limited

  • Glenmark Pharmaceuticals Limited

  • Rail Vikas Nigam Limited

  • KPIT Technologies Limited

  • Solar Industries India Limited

  • Collateralized Borrowing & Lending Obligation

  • Indian Railway Catering And Tourism Corporation Limited

  • Laurus Labs Limited

  • Tata Elxsi Limited

  • Oil India Limited

  • Balkrishna Industries Limited

  • Union Bank of India

  • IPCA Laboratories Limited

  • Muthoot Finance Limited

  • Jindal Stainless Limited

  • NMDC Limited

  • FSN E-Commerce Ventures Limited

  • Coromandel International Limited

  • Container Corporation of India Limited

  • GE Vernova T&D India Limited

  • Adani Total Gas Limited

  • Vodafone Idea Limited

  • Astral Limited

  • Radico Khaitan Limited

  • Kaynes Technology India Limited

  • Tata Communications Limited

  • SBI Cards and Payment Services Limited

  • Life Insurance Corporation Of India

  • Patanjali Foods Limited

  • JK Cement Limited

  • National Aluminium Company Limited

  • Exide Industries Limited

  • UNO Minda Limited

  • Indian Bank

  • LIC Housing Finance Limited

  • KFin Technologies Limited

  • Delhivery Limited

  • Apollo Tyres Limited

  • Apar Industries Limited

  • Brigade Enterprises Limited

  • Deepak Nitrite Limited

  • Karur Vysya Bank Limited

  • Gujarat Fluorochemicals Limited

  • Angel One Limited

  • Tata Chemicals Limited

  • Biocon Limited

  • Piramal Pharma Limited

  • Steel Authority of India Limited

  • CRISIL Limited

  • Mahindra & Mahindra Financial Services Limited

  • Thermax Limited

  • KEC International Limited

  • Cyient Limited

  • Syngene International Limited

  • Abbott India Limited

  • United Breweries Limited

  • Hitachi Energy India Limited

  • Lloyds Metals And Energy Limited

  • Kalpataru Projects International Limited

  • Amara Raja Energy & Mobility Ltd

  • Krishna Institute Of Medical Sciences Limited

  • Indraprastha Gas Limited

  • Indian Renewable Energy Development Agency Limited

  • Suven Pharmaceuticals Limited

  • Five Star Business Finance Limited

  • Carborundum Universal Limited

  • Gland Pharma Limited

  • Dalmia Bharat Limited

  • Motilal Oswal Financial Services Limited

  • Amber Enterprises India Limited

  • ACC Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Himadri Speciality Chemical Limited

  • Indian Energy Exchange Limited

  • Cholamandalam Financial Holdings Limited

  • Tata Technologies Limited

  • General Insurance Corporation of India

  • Schaeffler India Limited

  • Mazagon Dock Shipbuilders Limited

  • Hindustan Zinc Limited

  • Bandhan Bank Limited

  • AIA Engineering Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Piramal Enterprises Limited

  • Aditya Birla Real Estate Limited

  • Cochin Shipyard Limited

  • L&T Technology Services Limited

  • Berger Paints (I) Limited

  • Nippon Life India Asset Management Limited

  • Aditya Birla Capital Limited

  • Linde India Limited

  • Elgi Equipments Limited

  • City Union Bank Limited

  • Natco Pharma Limited

  • Bank of India

  • Ajanta Pharma Limited

  • The Ramco Cements Limited

  • Inox Wind Limited

  • PNB Housing Finance Limited

  • Redington Limited

  • Firstsource Solutions Limited

  • Emami Limited

  • Housing & Urban Development Corporation Limited

  • CESC Limited

  • Sundram Fasteners Limited

  • Sonata Software Limited

  • Anant Raj Limited

  • Jyoti CNC Automation Ltd

  • Whirlpool of India Limited

  • IRB Infrastructure Developers Limited

  • Navin Fluorine International Limited

  • Aster DM Healthcare Limited

  • Affle (India) Limited

  • Dr. Lal Path Labs Limited

  • Timken India Limited

  • Aditya Birla Fashion and Retail Limited

  • Zee Entertainment Enterprises Limited

  • NCC Limited

  • Atul Limited

  • Escorts Kubota Limited

  • Bharti Hexacom Limited

  • L&T Finance Limited

  • Newgen Software Technologies Limited

  • Welspun Corp Limited

  • Star Health And Allied Insurance Company Limited

  • SKF India Limited

  • Gujarat State Petronet Limited

  • Sammaan Capital Limited

  • Bharat Dynamics Limited

  • Manappuram Finance Limited

  • HFCL Limited

  • Aegis Logistics Limited

  • Praj Industries Limited

  • Swan Energy Limited

  • K.P.R. Mill Limited

  • Poly Medicure Limited

  • Motherson Sumi Wiring India Limited

  • Kajaria Ceramics Limited

  • NBCC (India) Limited

  • Aavas Financiers Limited

  • IIFL Finance Limited

  • Castrol India Limited

  • The Great Eastern Shipping Company Limited

  • RBL Bank Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • PVR INOX Limited

  • Tejas Networks Limited

  • Honeywell Automation India Limited

  • Ramkrishna Forgings Limited

  • Birlasoft Limited

  • Poonawalla Fincorp Limited

  • Tata Investment Corporation Limited

  • EID Parry India Limited

  • EIH Limited

  • Global Health Limited

  • Finolex Cables Limited

  • Grindwell Norton Limited

  • Titagarh Rail Systems Limited

  • Bata India Limited

  • Narayana Hrudayalaya Limited

  • Intellect Design Arena Limited

  • Zensar Technologies Limited

  • Gujarat Gas Limited

  • JSW Infrastructure Ltd

  • 3M India Limited

  • Granules India Limited

  • Kirloskar Oil Engines Limited

  • Jaiprakash Power Ventures Limited

  • Asahi India Glass Limited

  • Jubilant Pharmova Limited

  • Aarti Industries Limited

  • Triveni Turbine Limited

  • Nuvama Wealth Management Limited

  • Ratnamani Metals & Tubes Limited

  • Bank of Maharashtra

  • Hindustan Copper Limited

  • NLC India Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Pfizer Limited

  • PCBL Limited

  • Techno Electric & Engineering Company Limited

  • Vedant Fashions Limited

  • BEML Limited

  • Gillette India Limited

  • Sapphire Foods India Limited

  • V-Guard Industries Limited

  • Endurance Technologies Limited

  • Chambal Fertilizers & Chemicals Limited

  • Lemon Tree Hotels Limited

  • Rainbow Childrens Medicare Limited

  • SJVN Limited

  • Godrej Industries Limited

  • eClerx Services Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Devyani International Limited

  • Mahanagar Gas Limited

  • Data Patterns (India) Limited

  • Concord Biotech Limited

  • Equitas Small Finance Bank Limited

  • Finolex Industries Limited

  • Eris Lifesciences Limited

  • Godfrey Phillips India Limited

  • ICICI Securities Limited

  • Bayer Cropscience Limited

  • IRCON International Limited

  • HBL Engineering Limited

  • Anand Rathi Wealth Limited

  • PTC Industries Limited

  • Chalet Hotels Limited

  • Indiamart Intermesh Limited

  • CEAT Limited

  • Jupiter Wagons Limited

  • Jindal Saw Limited

  • Craftsman Automation Limited

  • Sumitomo Chemical India Limited

  • Go Digit General Insurance Limited

  • Usha Martin Limited

  • Can Fin Homes Limited

  • Sobha Limited

  • BASF India Limited

  • Action Construction Equipment Limited

  • Ujjivan Small Finance Bank Limited

  • Jubilant Ingrevia Limited

  • Fertilizers and Chemicals Travancore Limited

  • Balrampur Chini Mills Limited

  • Aditya Birla Sun Life AMC Limited

  • CIE Automotive India Limited

  • Alembic Pharmaceuticals Limited

  • Happiest Minds Technologies Limited

  • Olectra Greentech Limited

  • BLS International Services Limited

  • Sterling And Wilson Renewable Energy Limited

  • Sun TV Network Limited

  • Aptus Value Housing Finance India Limited

  • Raymond Limited

  • Elecon Engineering Company Limited

  • Sanofi India Limited

  • UTI Asset Management Company Limited

  • Jyothy Labs Limited

  • Metropolis Healthcare Limited

  • Westlife Foodworld Limited

  • SignatureGlobal (India) Limited

  • Kansai Nerolac Paints Limited

  • CCL Products (India) Limited

  • JK Tyre & Industries Limited

  • JM Financial Limited

  • Kirloskar Brothers Limited

  • Vardhman Textiles Limited

  • JK Lakshmi Cement Limited

  • Shyam Metalics and Energy Limited

  • Caplin Point Laboratories Limited

  • Vijaya Diagnostic Centre Limited

  • Home First Finance Company India Limited

  • KNR Constructions Limited

  • Engineers India Limited

  • NMDC Steel Limited

  • Gujarat Pipavav Port Limited

  • Godawari Power And Ispat limited

  • Mastek Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Welspun Living Limited

  • The New India Assurance Company Limited

  • Adani Wilmar Limited

  • Tanla Platforms Limited

  • The India Cements Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • CreditAccess Grameen Limited

  • Network18 Media & Investments Limited

  • Gujarat Narmada Valley Fertilizers and Chemicals Limited

  • Capri Global Capital Limited

  • R R Kabel Limited

  • Vinati Organics Limited

  • Metro Brands Limited

  • AstraZeneca Pharma India Limited

  • The Jammu & Kashmir Bank Limited

  • Century Plyboards (India) Limited

  • Schneider Electric Infrastructure Limited

  • Gujarat State Fertilizers & Chemicals Limited

  • Netweb Technologies India Limited

  • Cera Sanitaryware Limited

  • HEG Limited

  • IDBI Bank Limited

  • Quess Corp Limited

  • Aadhar Housing Finance Limited

  • Blue Dart Express Limited

  • Trident Limited

  • KSB Limited

  • IFCI Limited

  • Doms Industries Limited

  • Minda Corporation Limited

  • RITES Limited

  • Triveni Engineering & Industries Limited

  • Archean Chemical Industries Limited

  • Valor Estate Limited

  • Tata Teleservices (Maharashtra) Limited

  • Graphite India Limited

  • PNC Infratech Limited

  • ITI Limited

  • Bombay Burmah Trading Corporation Limited

  • G R Infraprojects Limited

  • Chemplast Sanmar Limited

  • Syrma SGS Technology Limited

  • Indian Overseas Bank

  • Shipping Corporation Of India Limited

  • RailTel Corporation of India Limited

  • Birla Corporation Limited

  • Saregama India Limited

  • Nuvoco Vistas Corporation Limited

  • Honasa Consumer Limited

  • Mahindra Lifespace Developers Limited

  • Latent View Analytics Limited

  • Fine Organic Industries Limited

  • Cello World Limited

  • Central Bank of India

  • Clean Science and Technology Limited

  • VIP Industries Limited

  • Shree Renuka Sugars Limited

  • Rajesh Exports Limited

  • JBM Auto Limited

  • SBFC Finance Limited

  • RHI Magnesita India Limited

  • Chennai Petroleum Corporation Limited

  • TBO Tek Limited

  • Maharashtra Seamless Limited

  • Godrej Agrovet Limited

  • Indegene Limited

  • Easy Trip Planners Limited

  • Avanti Feeds Limited

  • Mangalore Refinery and Petrochemicals Limited

  • Gujarat Mineral Development Corporation Limited

  • Alok Industries Limited

  • Campus Activewear Limited

  • Tvs Supply Chain Solutions Limited

  • Inox India Limited

  • Alkyl Amines Chemicals Limited

  • UCO Bank

  • Rashtriya Chemicals and Fertilizers Limited

  • Emcure Pharmaceuticals Limited

  • Varroc Engineering Limited

  • C.E. Info Systems Limited

  • RattanIndia Enterprises Limited

  • Route Mobile Limited

  • Just Dial Limited

  • Sun Pharma Advanced Research Company Limited

  • Balaji Amines Limited

  • Gujarat Ambuja Exports Limited

  • Akums Drugs and Pharmaceuticals Limited

  • MMTC Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Power Generation/Distribution

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Bank - Public

  • Cigarettes/Tobacco

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Electric Equipment

  • Steel & Iron Products

  • Consumer Food

  • Construction - Real Estate

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Insurance

  • Chemicals

  • Retailing

  • e-Commerce

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  • Automobiles-Trucks/Lcv

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  • Depository Services

  • Finance - Stock Broking

  • Textile

  • Finance - Asset Management

  • Tea/Coffee

  • Gas Transmission/Marketing

  • Plastic Products

  • Fertilizers

  • Forgings

  • Steel/Sponge Iron/Pig Iron

  • Diesel Engines

  • Batteries

  • Cycles

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Logistics

  • Ship Building

  • Travel Services

  • Airport Management Services

  • Abrasives

  • Business Support

  • Edible Oil

  • Electronics - Components

  • Courier Services

  • TV Broadcasting & Software Production

  • Sugar

  • Castings/Forgings

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  • Compressors / Pumps

  • Ratings

  • Railways Wagons

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  • Ceramics/Marble/Granite/Sanitaryware

  • Film Production, Distribution & Entertainment

  • Shipping

  • Telecommunication - Equipment

  • Telecom-Infrastructure

  • Fasteners

  • Footwear

  • Automobiles-Tractors

  • Glass

  • Engineering

  • Lubricants

  • Medical Equipment/Supplies/Accessories

  • Professional Services

  • Electrodes & Welding Equipment

  • Carbon Black

  • Textile - Weaving

  • Restaurants

  • Refractories

  • Textile - Spinning

  • Printing & Stationery

  • Wood & Wood Products

  • Animal Feed

  • Agriculture

  • IT - Hardware

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About Motilal Oswal Nifty 500 Index Fund

Scheme Analysis

Motilal Oswal Nifty 500 Index Fund is a Index Funds - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 06-Sep-2019 and currently has an AUM of ₹2,065.79 crore. Motilal Oswal Nifty 500 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Nifty 500 Index Fund ended up ₹0.16(0.66%)yesterday to ₹23.9259.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Motilal Oswal Nifty 500 Index Fund is managed by Swapnil P Mayekar and Dishant Mehta.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161