Motilal Oswal Nifty 500 Index Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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 - Direct Plan -8.83 -9.83 2.09 14.97 12.30 14.90
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 - Direct Plan Sep 06, 2019 2.09 14.97 12.30 0.17 2,897.80
UTI Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option Mar 10, 2021 1.36 16.94 14.97 0.43 8,711.89
Motilal Oswal S&P 500 Index Fund - Direct Plan Growth Apr 28, 2020 24.75 23.84 16.89 0.65 4,055.83
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 7.26 22.08 18.38 0.23 3,134.77
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option Oct 16, 2020 -1.30 18.70 16.18 0.35 2,752.94
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth Oct 23, 2017 5.97 16.96 14.60 0.41 2,471.39

Fund Holdings as on 28-February-2026

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Infosys Limited

  • Axis Bank Limited

  • Kotak Mahindra Bank Limited

  • Mahindra & Mahindra Limited

  • ITC Limited

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • Maruti Suzuki India Limited

  • Sun Pharmaceutical Industries Limited

  • NTPC Limited

  • Titan Company Limited

  • Eternal Limited

  • Tata Steel Limited

  • Bharat Electronics Limited

  • Shriram Finance Limited

  • UltraTech Cement Limited

  • HCL Technologies Limited

  • Power Grid Corporation of India Limited

  • Hindalco Industries Limited

  • Vedanta Limited

  • JSW Steel Limited

  • Bajaj Finserv Limited

  • Adani Ports and Special Economic Zone Limited

  • BSE Limited

  • Bajaj Auto Limited

  • Eicher Motors Limited

  • InterGlobe Aviation Limited

  • Oil & Natural Gas Corporation Limited

  • Asian Paints Limited

  • Grasim Industries Limited

  • Coal India Limited

  • Nestle India Limited

  • SBI Life Insurance Company Limited

  • TVS Motor Company Limited

  • Trent Limited

  • Tech Mahindra Limited

  • Jio Financial Services Limited

  • Divi's Laboratories Limited

  • Max Healthcare Institute Limited

  • Apollo Hospitals Enterprise Limited

  • Tata Motors Passenger Vehicles Limited

  • Dr. Reddy's Laboratories Limited

  • HDFC Life Insurance Company Limited

  • Cipla Limited

  • Bharat Petroleum Corporation Limited

  • Tata Consumer Products Limited

  • Hindustan Aeronautics Limited

  • Hero MotoCorp Limited

  • The Federal Bank Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Britannia Industries Limited

  • Indian Oil Corporation Limited

  • Cummins India Limited

  • Tata Power Company Limited

  • IndusInd Bank Limited

  • Multi Commodity Exchange of India Limited

  • Varun Beverages Limited

  • Ashok Leyland Limited

  • Power Finance Corporation Limited

  • Bank of Baroda

  • Samvardhana Motherson International Limited

  • Indus Towers Limited

  • The Indian Hotels Company Limited

  • Wipro Limited

  • Avenue Supermarts Limited

  • Adani Enterprises Limited

  • Lupin Limited

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  • AU Small Finance Bank Limited

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  • Jindal Steel Limited

  • Pidilite Industries Limited

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  • GAIL (India) Limited

  • Polycab India Limited

  • Torrent Pharmaceuticals Limited

  • Punjab National Bank

  • One 97 Communications Limited

  • REC Limited

  • Dixon Technologies (India) Limited

  • Hindustan Petroleum Corporation Limited

  • Laurus Labs Limited

  • Marico Limited

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  • United Spirits Limited

  • APL Apollo Tubes Limited

  • Swiggy Limited

  • Info Edge (India) Limited

  • Coforge Limited

  • Union Bank of India

  • DLF Limited

  • Bharat Heavy Electricals Limited

  • Sundaram Finance Limited

  • SRF Limited

  • Yes Bank Limited

  • FSN E-Commerce Ventures Limited

  • Muthoot Finance Limited

  • GMR Airports Limited

  • UPL Limited

  • Voltas Limited

  • Havells India Limited

  • Adani Energy Solutions Limited

  • Indian Bank

  • Shree Cement Limited

  • Aurobindo Pharma Limited

  • Alkem Laboratories Limited

  • Solar Industries India Limited

  • Hitachi Energy India Limited

  • Glenmark Pharmaceuticals Limited

  • ABB India Limited

  • National Aluminium Company Limited

  • Bosch Limited

  • KEI Industries Limited

  • The Phoenix Mills Limited

  • Hyundai Motor India Ltd

  • Karur Vysya Bank Limited

  • Dabur India Limited

  • Ambuja Cements Limited

  • Siemens Limited

  • Torrent Power Limited

  • Colgate Palmolive (India) Limited

  • Tube Investments of India Limited

  • Vodafone Idea Limited

  • Adani Green Energy Limited

  • MRF Limited

  • NMDC Limited

  • 360 One WAM Limited

  • Biocon Limited

  • Lodha Developers Limited

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  • Oil India Limited

  • Coromandel International Limited

  • Mphasis Limited

  • Hindustan Zinc Limited

  • JSW Energy Limited

  • Waaree Energies Limited

  • Siemens Energy India Limited

  • Godrej Properties Limited

  • ICICI Prudential Life Insurance Company Limited

  • Supreme Industries Limited

  • Mankind Pharma Limited

  • PI Industries Limited

  • Blue Star Limited

  • Vishal Mega Mart Limited

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  • Mahindra & Mahindra Financial Services Limited

  • Petronet LNG Limited

  • Sona BLW Precision Forgings Limited

  • Steel Authority of India Limited

  • NHPC Limited

  • JK Cement Limited

  • Delhivery Limited

  • Prestige Estates Projects Limited

  • L&T Finance Limited

  • SBI Cards and Payment Services Limited

  • Zydus Lifesciences Limited

  • Navin Fluorine International Limited

  • Central Depository Services (India) Limited

  • UNO Minda Limited

  • Bank of India

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  • Radico Khaitan Limited

  • Collateralized Borrowing & Lending Obligation

  • Astral Limited

  • City Union Bank Limited

  • Jubilant Foodworks Limited

  • Page Industries Limited

  • RBL Bank Limited

  • Balkrishna Industries Limited

  • Apar Industries Limited

  • Life Insurance Corporation Of India

  • Tata Communications Limited

  • Hindustan Copper Limited

  • Indian Railway Finance Corporation Limited

  • Krishna Institute Of Medical Sciences Limited

  • Rail Vikas Nigam Limited

  • Oberoi Realty Limited

  • Schaeffler India Limited

  • Amber Enterprises India Limited

  • Patanjali Foods Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Container Corporation of India Limited

  • Mazagon Dock Shipbuilders Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Redington Limited

  • Crompton Greaves Consumer Electricals Limited

  • Nippon Life India Asset Management Limited

  • Oracle Financial Services Software Limited

  • ITC Hotels Limited

  • Computer Age Management Services Limited

  • Cholamandalam Financial Holdings Limited

  • LIC Housing Finance Limited

  • Bandhan Bank Limited

  • Lloyds Metals And Energy Limited

  • Dalmia Bharat Limited

  • Kalyan Jewellers India Limited

  • Manappuram Finance Limited

  • Tata Elxsi Limited

  • PNB Housing Finance Limited

  • Bank of Maharashtra

  • Aster DM Healthcare Limited

  • Exide Industries Limited

  • Angel One Limited

  • AIA Engineering Limited

  • Apollo Tyres Limited

  • Gujarat Fluorochemicals Limited

  • Gland Pharma Limited

  • The Ramco Cements Limited

  • Adani Total Gas Limited

  • Linde India Limited

  • Kalpataru Projects International Limited

  • Abbott India Limited

  • Sai Life Sciences Limited

  • The Great Eastern Shipping Company Limited

  • Anand Rathi Wealth Limited

  • Poonawalla Fincorp Limited

  • Berger Paints (I) Limited

  • Authum Investment And Infrastructure Limited

  • KFin Technologies Limited

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  • Cochin Shipyard Limited

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  • Timken India Limited

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  • Kaynes Technology India Limited

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  • General Insurance Corporation of India

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  • Bharat Dynamics Limited

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  • United Breweries Limited

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  • IIFL Finance Limited

  • Elgi Equipments Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Himadri Speciality Chemical Limited

  • Wockhardt Limited

  • Motilal Oswal Financial Services Limited

  • Tata Chemicals Limited

  • Neuland Laboratories Limited

  • Motherson Sumi Wiring India Limited

  • Star Health And Allied Insurance Company Limited

  • Asahi India Glass Limited

  • Deepak Nitrite Limited

  • PTC Industries Limited

  • Dr. Lal Path Labs Limited

  • Welspun Corp Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • CRISIL Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Atul Limited

  • 3M India Limited

  • K.P.R. Mill Limited

  • Amara Raja Energy & Mobility Ltd

  • Ather Energy Limited

  • PG Electroplast Limited

  • Tata Technologies Limited

  • Indian Energy Exchange Limited

  • CESC Limited

  • Home First Finance Company India Limited

  • Indian Renewable Energy Development Agency Limited

  • ACC Limited

  • L&T Technology Services Limited

  • Piramal Pharma Limited

  • Sundram Fasteners Limited

  • Global Health Limited

  • Brigade Enterprises Limited

  • NBCC (India) Limited

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  • Carborundum Universal Limited

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  • Endurance Technologies Limited

  • Housing & Urban Development Corporation Limited

  • Craftsman Automation Limited

  • Aarti Industries Limited

  • Emami Limited

  • Castrol India Limited

  • EID Parry India Limited

  • Inox Wind Limited

  • Natco Pharma Limited

  • AWL Agri Business Limited

  • Gujarat State Petronet Limited

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  • Aegis Logistics Limited

  • Aptus Value Housing Finance India Limited

  • Godfrey Phillips India Limited

  • Tata Investment Corporation Limited

  • NLC India Limited

  • Granules India Limited

  • Premier Energies Limited

  • NTPC Green Energy Limited

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  • Nava Limited

  • JSW Infrastructure Ltd

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  • Go Digit General Insurance Limited

  • Five Star Business Finance Limited

  • Zee Entertainment Enterprises Limited

  • Syngene International Limited

  • Kajaria Ceramics Limited

  • Cyient Limited

  • HBL Engineering Limited

  • Pfizer Limited

  • KEC International Limited

  • Usha Martin Limited

  • Onesource Specialty Pharma Limited

  • Jaiprakash Power Ventures Limited

  • CEAT Limited

  • HFCL Limited

  • Eris Lifesciences Limited

  • PVR INOX Limited

  • Maharashtra Scooters Limited

  • CCL Products (India) Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Can Fin Homes Limited

  • Hexaware Technologies Limited

  • Gujarat Gas Limited

  • Chambal Fertilizers & Chemicals Limited

  • Jyoti CNC Automation Ltd

  • Jubilant Pharmova Limited

  • Mahanagar Gas Limited

  • Finolex Cables Limited

  • Reliance Power Limited

  • CreditAccess Grameen Limited

  • Honeywell Automation India Limited

  • Gillette India Limited

  • Firstsource Solutions Limited

  • eClerx Services Limited

  • Aditya Birla Real Estate Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Inventurus Knowledge Solutions Limited

  • Indiamart Intermesh Limited

  • Godawari Power And Ispat limited

  • IDBI Bank Limited

  • Aditya Birla Sun Life AMC Limited

  • Zensar Technologies Limited

  • Birlasoft Limited

  • BEML Limited

  • Sun TV Network Limited

  • Netweb Technologies India Limited

  • Syrma SGS Technology Limited

  • Zen Technologies Limited

  • JK Tyre & Industries Limited

  • Intellect Design Arena Limited

  • NCC Limited

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  • Net Receivables / (Payables)

  • Engineers India Limited

  • Sagility Limited

  • Shyam Metalics and Energy Limited

  • Bayer Cropscience Limited

  • Rainbow Childrens Medicare Limited

  • V-Guard Industries Limited

  • Techno Electric & Engineering Company Limited

  • Choice International Limited

  • Chalet Hotels Limited

  • Whirlpool of India Limited

  • Ramkrishna Forgings Limited

  • Lemon Tree Hotels Limited

  • Triveni Turbine Limited

  • Titagarh Rail Systems Limited

  • Vardhman Textiles Limited

  • LT Foods Limited

  • AstraZeneca Pharma India Limited

  • PCBL Chemical Limited

  • The Jammu & Kashmir Bank Limited

  • Balrampur Chini Mills Limited

  • Swan Corp Limited

  • Indian Overseas Bank

  • Schneider Electric Infrastructure Limited

  • SJVN Limited

  • Sonata Software Limited

  • Finolex Industries Limited

  • Devyani International Limited

  • Aavas Financiers Limited

  • Gravita India Limited

  • Indegene Limited

  • R R Kabel Limited

  • Sarda Energy & Minerals Limited

  • Cohance Lifesciences Limited

  • Bata India Limited

  • JM Financial Limited

  • Aditya Birla Lifestyle Brands Limited

  • Metropolis Healthcare Limited

  • Sumitomo Chemical India Limited

  • Jubilant Ingrevia Limited

  • Vijaya Diagnostic Centre Limited

  • Aadhar Housing Finance Limited

  • HEG Limited

  • Sapphire Foods India Limited

  • Brainbees Solutions Ltd

  • Poly Medicure Limited

  • Graphite India Limited

  • Gujarat Mineral Development Corporation Limited

  • IRCON International Limited

  • NMDC Steel Limited

  • Niva Bupa Health Insurance Company Limited

  • Fertilizers and Chemicals Travancore Limited

  • Chennai Petroleum Corporation Limited

  • Century Plyboards (India) Limited

  • Minda Corporation Limited

  • Shipping Corporation Of India Limited

  • Ola Electric Mobility Ltd

  • Afcons Infrastructure Limited

  • Emcure Pharmaceuticals Limited

  • Jindal Saw Limited

  • Godrej Industries Limited

  • Doms Industries Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Honasa Consumer Limited

  • UTI Asset Management Company Limited

  • DCM Shriram Limited

  • TBO Tek Limited

  • Olectra Greentech Limited

  • Concord Biotech Limited

  • KSB Limited

  • Kirloskar Brothers Limited

  • Welspun Living Limited

  • IFCI Limited

  • Alembic Pharmaceuticals Limited

  • BASF India Limited

  • Praj Industries Limited

  • Akzo Nobel India Limited

  • Central Bank of India

  • SignatureGlobal (India) Limited

  • Aditya Birla Fashion and Retail Limited

  • Elecon Engineering Company Limited

  • Leela Palaces Hotels & Resorts Limited

  • Action Construction Equipment Limited

  • SBFC Finance Limited

  • Jupiter Wagons Limited

  • Tejas Networks Limited

  • The New India Assurance Company Limited

  • Clean Science and Technology Limited

  • Mangalore Refinery and Petrochemicals Limited

  • Dr Agarwals Health Care Limited

  • Jyothy Labs Limited

  • Caplin Point Laboratories Limited

  • BLS International Services Limited

  • Triveni Engineering & Industries Limited

  • UCO Bank

  • Blue Dart Express Limited

  • International Gemmological Institute India Ltd

  • Transformers And Rectifiers (India) Limited

  • Nuvoco Vistas Corporation Limited

  • Newgen Software Technologies Limited

  • Trident Limited

  • Aegis Vopak Terminals Limited

  • Godrej Agrovet Limited

  • Happiest Minds Technologies Limited

  • Bombay Burmah Trading Corporation Limited

  • RITES Limited

  • Cera Sanitaryware Limited

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  • RailTel Corporation of India Limited

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  • Ventive Hospitality Limited

  • C.E. Info Systems Limited

  • Alok Industries Limited

  • Rashtriya Chemicals and Fertilizers Limited

  • Blue Jet Healthcare Ltd

  • Akums Drugs and Pharmaceuticals Limited

  • MMTC Limited

  • TVS Motor Company 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 ₹2,897.80 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 ₹-0.77(-3.11%)yesterday to ₹24.024.

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 Rakesh Shetty.

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