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 -4.16 -9.47 0.32 12.81 15.85 16.14
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 0.32 12.81 15.85 0.88 2,039.81
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 1.03 20.04 22.61 1.00 1,981.68
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 1.34 11.00 14.10 0.92 1,680.51
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -5.43 17.18 22.49 1.04 796.09
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 3.74 9.92 9.26 1.00 585.68
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 -0.82 13.79 17.07 1.02 96.35

Fund Holdings as on 31-January-2025

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Tata Consultancy Services Limited

  • Larsen & Toubro Limited

  • ITC Limited

  • State Bank of India

  • Axis Bank Limited

  • Kotak Mahindra Bank Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • Sun Pharmaceutical Industries Limited

  • HCL Technologies Limited

  • Maruti Suzuki India Limited

  • NTPC Limited

  • Zomato Limited

  • Tata Motors Limited

  • Titan Company Limited

  • Power Grid Corporation of India Limited

  • UltraTech Cement Limited

  • Trent Limited

  • Tata Steel Limited

  • Tech Mahindra Limited

  • Bharat Electronics Limited

  • Asian Paints Limited

  • Oil & Natural Gas Corporation Limited

  • Bajaj Auto Limited

  • Bajaj Finserv Limited

  • Grasim Industries Limited

  • JSW Steel Limited

  • Coal India Limited

  • Wipro Limited

  • Hindalco Industries Limited

  • InterGlobe Aviation Limited

  • Nestle India Limited

  • Cipla Limited

  • Adani Ports and Special Economic Zone Limited

  • Jio Financial Services Limited

  • Max Healthcare Institute Limited

  • Shriram Finance Limited

  • Vedanta Limited

  • Hindustan Aeronautics Limited

  • Dr. Reddy's Laboratories Limited

  • BSE Limited

  • Varun Beverages Limited

  • Eicher Motors Limited

  • Divi's Laboratories Limited

  • Apollo Hospitals Enterprise Limited

  • Suzlon Energy Limited

  • HDFC Life Insurance Company Limited

  • The Indian Hotels Company Limited

  • Tata Consumer Products Limited

  • SBI Life Insurance Company Limited

  • IndusInd Bank Limited

  • Persistent Systems Limited

  • Tata Power Company Limited

  • Power Finance Corporation Limited

  • Britannia Industries Limited

  • Info Edge (India) Limited

  • TVS Motor Company Limited

  • Dixon Technologies (India) Limited

  • PB Fintech Limited

  • Adani Enterprises Limited

  • Hero MotoCorp Limited

  • REC Limited

  • Coforge Limited

  • LTIMindtree Limited

  • Avenue Supermarts Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Siemens Limited

  • Bharat Petroleum Corporation Limited

  • Lupin Limited

  • Bajaj Holdings & Investment Limited

  • Indian Oil Corporation Limited

  • GAIL (India) Limited

  • DLF Limited

  • The Federal Bank Limited

  • ICICI Lombard General Insurance Company Limited

  • Pidilite Industries Limited

  • Indus Towers Limited

  • Godrej Consumer Products Limited

  • United Spirits Limited

  • Samvardhana Motherson International Limited

  • SRF Limited

  • CG Power and Industrial Solutions Limited

  • Adani Power Limited

  • Bank of Baroda

  • Havells India Limited

  • Cummins India Limited

  • HDFC Asset Management Company Limited

  • IDFC First Bank Limited

  • Colgate Palmolive (India) Limited

  • Shree Cement Limited

  • Yes Bank Limited

  • Tube Investments of India Limited

  • Marico Limited

  • Godrej Properties Limited

  • Punjab National Bank

  • Ambuja Cements Limited

  • Hindustan Petroleum Corporation Limited

  • AU Small Finance Bank Limited

  • Macrotech Developers Limited

  • Fortis Healthcare Limited

  • Aurobindo Pharma Limited

  • Mphasis Limited

  • Bharat Forge Limited

  • Sundaram Finance Limited

  • Canara Bank

  • Dabur India Limited

  • Ashok Leyland Limited

  • ABB India Limited

  • Torrent Pharmaceuticals Limited

  • The Phoenix Mills Limited

  • Adani Green Energy Limited

  • UPL Limited

  • Polycab India Limited

  • Jindal Steel & Power Limited

  • Multi Commodity Exchange of India Limited

  • Voltas Limited

  • Max Financial Services Limited

  • PI Industries Limited

  • Torrent Power Limited

  • Page Industries Limited

  • APL Apollo Tubes Limited

  • JSW Energy Limited

  • Adani Energy Solutions Limited

  • Rail Vikas Nigam Limited

  • Indian Railway Finance Corporation Limited

  • Alkem Laboratories Limited

  • Jubilant Foodworks Limited

  • Bharat Heavy Electricals Limited

  • One 97 Communications Limited

  • GMR Airports Limited

  • Supreme Industries Limited

  • NHPC Limited

  • Mankind Pharma Limited

  • Bosch Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Solar Industries India Limited

  • KEI Industries Limited

  • Zydus Lifesciences Limited

  • Muthoot Finance Limited

  • ICICI Prudential Life Insurance Company Limited

  • Petronet LNG Limited

  • Blue Star Limited

  • Vodafone Idea Limited

  • Central Depository Services (India) Limited

  • SBI Cards and Payment Services Limited

  • FSN E-Commerce Ventures Limited

  • Laurus Labs Limited

  • KPIT Technologies Limited

  • Oil India Limited

  • Prestige Estates Projects Limited

  • NMDC Limited

  • Sona BLW Precision Forgings Limited

  • MRF Limited

  • Union Bank of India

  • Balkrishna Industries Limited

  • Crompton Greaves Consumer Electricals Limited

  • Tata Elxsi Limited

  • Glenmark Pharmaceuticals Limited

  • Oracle Financial Services Software Limited

  • Container Corporation of India Limited

  • Oberoi Realty Limited

  • Jindal Stainless Limited

  • Coromandel International Limited

  • JK Cement Limited

  • Patanjali Foods Limited

  • Indian Bank

  • 360 One WAM Limited

  • IPCA Laboratories Limited

  • Kalyan Jewellers India Limited

  • Tata Communications Limited

  • Life Insurance Corporation Of India

  • Karur Vysya Bank Limited

  • Astral Limited

  • GE Vernova T&D India Limited

  • National Aluminium Company Limited

  • LIC Housing Finance Limited

  • Adani Total Gas Limited

  • Computer Age Management Services Limited

  • Exide Industries Limited

  • Radico Khaitan Limited

  • UNO Minda Limited

  • Mahindra & Mahindra Financial Services Limited

  • Delhivery Limited

  • Biocon Limited

  • Brigade Enterprises Limited

  • United Breweries Limited

  • Deepak Nitrite Limited

  • Steel Authority of India Limited

  • Tata Chemicals Limited

  • Mazagon Dock Shipbuilders Limited

  • Lloyds Metals And Energy Limited

  • ITC Hotels Limited

  • Krishna Institute Of Medical Sciences Limited

  • Thermax Limited

  • L&T Technology Services Limited

  • Cholamandalam Financial Holdings Limited

  • Dalmia Bharat Limited

  • Five Star Business Finance Limited

  • Gujarat Fluorochemicals Limited

  • Apollo Tyres Limited

  • Navin Fluorine International Limited

  • Piramal Pharma Limited

  • AIA Engineering Limited

  • Indraprastha Gas Limited

  • Schaeffler India Limited

  • Bank of India

  • Procter & Gamble Hygiene and Health Care Limited

  • ACC Limited

  • Indian Renewable Energy Development Agency Limited

  • Angel One Limited

  • Abbott India Limited

  • Syngene International Limited

  • Berger Paints (I) Limited

  • Hitachi Energy India Limited

  • Hindustan Zinc Limited

  • Suven Pharmaceuticals Limited

  • Indian Energy Exchange Limited

  • Carborundum Universal Limited

  • CRISIL Limited

  • Linde India Limited

  • Kaynes Technology India Limited

  • Cochin Shipyard Limited

  • Aditya Birla Capital Limited

  • General Insurance Corporation of India

  • Amara Raja Energy & Mobility Ltd

  • Apar Industries Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Bandhan Bank Limited

  • KFin Technologies Limited

  • City Union Bank Limited

  • Amber Enterprises India Limited

  • Cyient Limited

  • Redington Limited

  • Piramal Enterprises Limited

  • Tata Technologies Limited

  • Gland Pharma Limited

  • Kalpataru Projects International Limited

  • Bharat Dynamics Limited

  • Escorts Kubota Limited

  • PNB Housing Finance Limited

  • Himadri Speciality Chemical Limited

  • L&T Finance Limited

  • Elgi Equipments Limited

  • The Ramco Cements Limited

  • Emami Limited

  • Sundram Fasteners Limited

  • Housing & Urban Development Corporation Limited

  • IRB Infrastructure Developers Limited

  • Ajanta Pharma Limited

  • Aditya Birla Real Estate Limited

  • Inox Wind Limited

  • Collateralized Borrowing & Lending Obligation

  • Aditya Birla Fashion and Retail Limited

  • KEC International Limited

  • Aster DM Healthcare Limited

  • Manappuram Finance Limited

  • Dr. Lal Path Labs Limited

  • Firstsource Solutions Limited

  • Natco Pharma Limited

  • NBCC (India) Limited

  • NCC Limited

  • Sonata Software Limited

  • Timken India Limited

  • Bharti Hexacom Limited

  • Nippon Life India Asset Management Limited

  • Atul Limited

  • Zensar Technologies Limited

  • Gujarat State Petronet Limited

  • RBL Bank Limited

  • Aavas Financiers Limited

  • Zee Entertainment Enterprises Limited

  • The Great Eastern Shipping Company Limited

  • Welspun Corp Limited

  • Sammaan Capital Limited

  • Star Health And Allied Insurance Company Limited

  • Motherson Sumi Wiring India Limited

  • Affle (India) Limited

  • Narayana Hrudayalaya Limited

  • SKF India Limited

  • Motilal Oswal Financial Services Limited

  • K.P.R. Mill Limited

  • Jyoti CNC Automation Ltd

  • Aarti Industries Limited

  • Poonawalla Fincorp Limited

  • CESC Limited

  • HFCL Limited

  • Grindwell Norton Limited

  • Poly Medicure Limited

  • Aegis Logistics Limited

  • Birlasoft Limited

  • Honeywell Automation India Limited

  • Global Health Limited

  • Castrol India Limited

  • Gujarat Gas Limited

  • EID Parry India Limited

  • 3M India Limited

  • Bata India Limited

  • Kajaria Ceramics Limited

  • IIFL Finance Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Titagarh Rail Systems Limited

  • Anant Raj Limited

  • Bank of Maharashtra

  • Granules India Limited

  • Ramkrishna Forgings Limited

  • Tata Investment Corporation Limited

  • EIH Limited

  • Mahanagar Gas Limited

  • Hindustan Copper Limited

  • Net Receivables / (Payables)

  • Jaiprakash Power Ventures Limited

  • Praj Industries Limited

  • PVR INOX Limited

  • Chambal Fertilizers & Chemicals Limited

  • Swan Energy Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Finolex Cables Limited

  • Equitas Small Finance Bank Limited

  • Triveni Turbine Limited

  • Kirloskar Oil Engines Limited

  • Asahi India Glass Limited

  • JSW Infrastructure Ltd

  • Ratnamani Metals & Tubes Limited

  • Jubilant Pharmova Limited

  • BEML Limited

  • Intellect Design Arena Limited

  • PTC Industries Limited

  • NLC India Limited

  • IRCON International Limited

  • Tejas Networks Limited

  • Concord Biotech Limited

  • Whirlpool of India Limited

  • Rainbow Childrens Medicare Limited

  • Endurance Technologies Limited

  • SJVN Limited

  • Gillette India Limited

  • Pfizer Limited

  • ICICI Securities Limited

  • Sapphire Foods India Limited

  • Devyani International Limited

  • Nuvama Wealth Management Limited

  • HBL Engineering Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Lemon Tree Hotels Limited

  • PCBL Chemical Limited

  • V-Guard Industries Limited

  • Ujjivan Small Finance Bank Limited

  • Newgen Software Technologies Limited

  • eClerx Services Limited

  • Data Patterns (India) Limited

  • Bayer Cropscience Limited

  • Anand Rathi Wealth Limited

  • Eris Lifesciences Limited

  • Indiamart Intermesh Limited

  • Sumitomo Chemical India Limited

  • Godfrey Phillips India Limited

  • Go Digit General Insurance Limited

  • Aptus Value Housing Finance India Limited

  • CEAT Limited

  • Olectra Greentech Limited

  • Usha Martin Limited

  • CIE Automotive India Limited

  • Finolex Industries Limited

  • Jindal Saw Limited

  • CreditAccess Grameen Limited

  • Fertilizers and Chemicals Travancore Limited

  • Vedant Fashions Limited

  • Godrej Industries Limited

  • Can Fin Homes Limited

  • Balrampur Chini Mills Limited

  • Happiest Minds Technologies Limited

  • Chalet Hotels Limited

  • Jupiter Wagons Limited

  • Jyothy Labs Limited

  • Techno Electric & Engineering Company Limited

  • Sobha Limited

  • Shyam Metalics and Energy Limited

  • Action Construction Equipment Limited

  • BLS International Services Limited

  • Sun TV Network Limited

  • BASF India Limited

  • Jubilant Ingrevia Limited

  • Alembic Pharmaceuticals Limited

  • Craftsman Automation Limited

  • Raymond Limited

  • Sanofi India Limited

  • JK Lakshmi Cement Limited

  • Aditya Birla Sun Life AMC Limited

  • Westlife Foodworld Limited

  • Vijaya Diagnostic Centre Limited

  • Century Plyboards (India) Limited

  • NMDC Steel Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • SignatureGlobal (India) Limited

  • Home First Finance Company India Limited

  • Kansai Nerolac Paints Limited

  • Kirloskar Brothers Limited

  • Elecon Engineering Company Limited

  • Vardhman Textiles Limited

  • Engineers India Limited

  • Metropolis Healthcare Limited

  • Gujarat Narmada Valley Fertilizers and Chemicals Limited

  • Gujarat State Fertilizers & Chemicals Limited

  • Minda Corporation Limited

  • IDBI Bank Limited

  • CCL Products (India) Limited

  • The Jammu & Kashmir Bank Limited

  • Capri Global Capital Limited

  • AstraZeneca Pharma India Limited

  • JM Financial Limited

  • Godawari Power And Ispat limited

  • Metro Brands Limited

  • The New India Assurance Company Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Mastek Limited

  • Welspun Living Limited

  • KNR Constructions Limited

  • Vinati Organics Limited

  • JK Tyre & Industries Limited

  • UTI Asset Management Company Limited

  • Adani Wilmar Limited

  • Sterling And Wilson Renewable Energy Limited

  • Caplin Point Laboratories Limited

  • Gujarat Pipavav Port Limited

  • Tanla Platforms Limited

  • Schneider Electric Infrastructure Limited

  • Aadhar Housing Finance Limited

  • R R Kabel Limited

  • Blue Dart Express Limited

  • Cera Sanitaryware Limited

  • Quess Corp Limited

  • Doms Industries Limited

  • Trident Limited

  • KSB Limited

  • Bombay Burmah Trading Corporation Limited

  • IFCI Limited

  • Saregama India Limited

  • Tata Teleservices (Maharashtra) Limited

  • PNC Infratech Limited

  • RailTel Corporation of India Limited

  • Nuvoco Vistas Corporation Limited

  • Indian Overseas Bank

  • RITES Limited

  • Valor Estate Limited

  • Network18 Media & Investments Limited

  • Fine Organic Industries Limited

  • Chemplast Sanmar Limited

  • Archean Chemical Industries Limited

  • HEG Limited

  • The India Cements Limited

  • Birla Corporation Limited

  • Shipping Corporation Of India Limited

  • Triveni Engineering & Industries Limited

  • Clean Science and Technology Limited

  • JBM Auto Limited

  • Syrma SGS Technology Limited

  • Graphite India Limited

  • Mahindra Lifespace Developers Limited

  • G R Infraprojects Limited

  • Central Bank of India

  • ITI Limited

  • Latent View Analytics Limited

  • Honasa Consumer Limited

  • Shree Renuka Sugars Limited

  • Netweb Technologies India Limited

  • SBFC Finance Limited

  • RHI Magnesita India Limited

  • Avanti Feeds Limited

  • Cello World Limited

  • Indegene Limited

  • Godrej Agrovet Limited

  • TBO Tek Limited

  • Gujarat Mineral Development Corporation Limited

  • Chennai Petroleum Corporation Limited

  • Maharashtra Seamless Limited

  • Rajesh Exports Limited

  • VIP Industries Limited

  • UCO Bank

  • C.E. Info Systems Limited

  • Easy Trip Planners Limited

  • Mangalore Refinery and Petrochemicals Limited

  • Alkyl Amines Chemicals Limited

  • Alok Industries Limited

  • Rashtriya Chemicals and Fertilizers Limited

  • Campus Activewear Limited

  • Varroc Engineering Limited

  • Inox India Limited

  • Emcure Pharmaceuticals Limited

  • Tvs Supply Chain Solutions Limited

  • Just Dial Limited

  • RattanIndia Enterprises Limited

  • Route Mobile Limited

  • Balaji Amines Limited

  • Sun Pharma Advanced Research Company Limited

  • Gujarat Ambuja Exports Limited

  • Akums Drugs and Pharmaceuticals Limited

  • MMTC Limited

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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 ₹2,039.81 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 down ₹-0.06(-0.24%)yesterday to ₹22.6975.

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