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 7.86 15.39 7.76 19.87 23.57 18.77
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 7.76 19.87 23.57 0.17 2,358.60
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 10.25 28.80 32.40 0.26 2,311.95
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 7.74 27.47 34.75 0.33 919.21
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 14.10 18.55 22.10 0.26 642.44
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option Jan 01, 2013 3.62 20.85 23.34 0.61 106.22

Fund Holdings as on 31-May-2025

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • ITC Limited

  • Tata Consultancy Services Limited

  • Axis Bank Limited

  • State Bank of India

  • Kotak Mahindra Bank Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • Sun Pharmaceutical Industries Limited

  • HCL Technologies Limited

  • Eternal Limited

  • Maruti Suzuki India Limited

  • NTPC Limited

  • Tata Motors Limited

  • Titan Company Limited

  • Bharat Electronics Limited

  • Tata Steel Limited

  • Power Grid Corporation of India Limited

  • UltraTech Cement Limited

  • Trent Limited

  • Bajaj Finserv Limited

  • BSE Limited

  • Adani Ports and Special Economic Zone Limited

  • InterGlobe Aviation Limited

  • Asian Paints Limited

  • Tech Mahindra Limited

  • Grasim Industries Limited

  • Bajaj Auto Limited

  • Hindustan Aeronautics Limited

  • JSW Steel Limited

  • Jio Financial Services Limited

  • Oil & Natural Gas Corporation Limited

  • Hindalco Industries Limited

  • Coal India Limited

  • Shriram Finance Limited

  • Nestle India Limited

  • Suzlon Energy Limited

  • Divi's Laboratories Limited

  • Max Healthcare Institute Limited

  • HDFC Life Insurance Company Limited

  • Cipla Limited

  • SBI Life Insurance Company Limited

  • Dr. Reddy's Laboratories Limited

  • Vedanta Limited

  • Eicher Motors Limited

  • Tata Consumer Products Limited

  • Wipro Limited

  • Apollo Hospitals Enterprise Limited

  • The Indian Hotels Company Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Tata Power Company Limited

  • Adani Enterprises Limited

  • TVS Motor Company Limited

  • Britannia Industries Limited

  • Varun Beverages Limited

  • Bharat Petroleum Corporation Limited

  • Persistent Systems Limited

  • Power Finance Corporation Limited

  • Godrej Consumer Products Limited

  • Avenue Supermarts Limited

  • PB Fintech Limited

  • Bajaj Holdings & Investment Limited

  • Coforge Limited

  • Dixon Technologies (India) Limited

  • Hero MotoCorp Limited

  • Info Edge (India) Limited

  • IndusInd Bank Limited

  • Indian Oil Corporation Limited

  • GAIL (India) Limited

  • DLF Limited

  • Indus Towers Limited

  • REC Limited

  • The Federal Bank Limited

  • HDFC Asset Management Company Limited

  • Pidilite Industries Limited

  • Lupin Limited

  • LTIMindtree Limited

  • Bank of Baroda

  • Samvardhana Motherson International Limited

  • United Spirits Limited

  • ICICI Lombard General Insurance Company Limited

  • Cummins India Limited

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  • Adani Power Limited

  • IDFC First Bank Limited

  • SRF Limited

  • Yes Bank Limited

  • Macrotech Developers Limited

  • Shree Cement Limited

  • Hindustan Petroleum Corporation Limited

  • Solar Industries India Limited

  • AU Small Finance Bank Limited

  • Max Financial Services Limited

  • Canara Bank

  • Havells India Limited

  • Marico Limited

  • Ambuja Cements Limited

  • Fortis Healthcare Limited

  • Punjab National Bank

  • Jindal Steel & Power Limited

  • Sundaram Finance Limited

  • Godrej Properties Limited

  • Ashok Leyland Limited

  • Multi Commodity Exchange of India Limited

  • Bharat Heavy Electricals Limited

  • Torrent Pharmaceuticals Limited

  • Bharat Forge Limited

  • Tube Investments of India Limited

  • APL Apollo Tubes Limited

  • Colgate Palmolive (India) Limited

  • Aurobindo Pharma Limited

  • UPL Limited

  • Adani Energy Solutions Limited

  • ABB India Limited

  • Adani Green Energy Limited

  • PI Industries Limited

  • One 97 Communications Limited

  • Polycab India Limited

  • GMR Airports Limited

  • Page Industries Limited

  • Mphasis Limited

  • Siemens Limited

  • Voltas Limited

  • The Phoenix Mills Limited

  • Dabur India Limited

  • Union Bank of India

  • MRF Limited

  • Mankind Pharma Limited

  • GE Vernova T&D India Limited

  • FSN E-Commerce Ventures Limited

  • NHPC Limited

  • SBI Cards and Payment Services Limited

  • Bosch Limited

  • Central Depository Services (India) Limited

  • Alkem Laboratories Limited

  • Coromandel International Limited

  • Supreme Industries Limited

  • Torrent Power Limited

  • JSW Energy Limited

  • ICICI Prudential Life Insurance Company Limited

  • Jubilant Foodworks Limited

  • Indian Railway Finance Corporation Limited

  • Prestige Estates Projects Limited

  • NMDC Limited

  • Hitachi Energy India Limited

  • Sona BLW Precision Forgings Limited

  • Laurus Labs Limited

  • Muthoot Finance Limited

  • Oil India Limited

  • Zydus Lifesciences Limited

  • Petronet LNG Limited

  • Rail Vikas Nigam Limited

  • JK Cement Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Crompton Greaves Consumer Electricals Limited

  • Hyundai Motor India Ltd

  • Tata Elxsi Limited

  • KEI Industries Limited

  • Glenmark Pharmaceuticals Limited

  • KPIT Technologies Limited

  • Indian Bank

  • Container Corporation of India Limited

  • Kalyan Jewellers India Limited

  • Mazagon Dock Shipbuilders Limited

  • Life Insurance Corporation Of India

  • Jindal Stainless Limited

  • Oberoi Realty Limited

  • Oracle Financial Services Software Limited

  • Siemens Energy India Limited

  • Blue Star Limited

  • Balkrishna Industries Limited

  • IPCA Laboratories Limited

  • Radico Khaitan Limited

  • Tata Communications Limited

  • Vodafone Idea Limited

  • Computer Age Management Services Limited

  • Adani Total Gas Limited

  • Steel Authority of India Limited

  • Bharat Dynamics Limited

  • Patanjali Foods Limited

  • Cholamandalam Financial Holdings Limited

  • Astral Limited

  • Delhivery Limited

  • UNO Minda Limited

  • LIC Housing Finance Limited

  • Net Receivables / (Payables)

  • Angel One Limited

  • Exide Industries Limited

  • Karur Vysya Bank Limited

  • Lloyds Metals And Energy Limited

  • Schaeffler India Limited

  • Hindustan Zinc Limited

  • Krishna Institute Of Medical Sciences Limited

  • PNB Housing Finance Limited

  • Cochin Shipyard Limited

  • Kaynes Technology India Limited

  • Reliance Power Limited

  • Berger Paints (I) Limited

  • National Aluminium Company Limited

  • Dalmia Bharat Limited

  • 360 One WAM Limited

  • Abbott India Limited

  • Aditya Birla Capital Limited

  • Linde India Limited

  • Mahindra & Mahindra Financial Services Limited

  • Redington Limited

  • Indian Energy Exchange Limited

  • Apollo Tyres Limited

  • Brigade Enterprises Limited

  • Biocon Limited

  • Navin Fluorine International Limited

  • Bank of India

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  • Indraprastha Gas Limited

  • United Breweries Limited

  • Bandhan Bank Limited

  • City Union Bank Limited

  • Deepak Nitrite Limited

  • Tata Chemicals Limited

  • Bharti Hexacom Limited

  • L&T Finance Limited

  • Apar Industries Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • AIA Engineering Limited

  • Cohance Lifesciences Limited

  • Amber Enterprises India Limited

  • Piramal Enterprises Limited

  • Five Star Business Finance Limited

  • Thermax Limited

  • Manappuram Finance Limited

  • Inox Wind Limited

  • Nippon Life India Asset Management Limited

  • Swiggy Limited

  • Kalpataru Projects International Limited

  • CRISIL Limited

  • NBCC (India) Limited

  • General Insurance Corporation of India

  • Piramal Pharma Limited

  • ACC Limited

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  • KFin Technologies Limited

  • The Ramco Cements Limited

  • Syngene International Limited

  • Welspun Corp Limited

  • Housing & Urban Development Corporation Limited

  • Wockhardt Limited

  • Zee Entertainment Enterprises Limited

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  • Narayana Hrudayalaya Limited

  • Godfrey Phillips India Limited

  • Indian Renewable Energy Development Agency Limited

  • Firstsource Solutions Limited

  • Poonawalla Fincorp Limited

  • Elgi Equipments Limited

  • Emami Limited

  • Cyient Limited

  • Aditya Birla Real Estate Limited

  • Atul Limited

  • Bajaj Housing Finance Limited

  • Sundram Fasteners Limited

  • K.P.R. Mill Limited

  • Carborundum Universal Limited

  • Timken India Limited

  • PG Electroplast Limited

  • Himadri Speciality Chemical Limited

  • Jyoti CNC Automation Ltd

  • Escorts Kubota Limited

  • Affle 3i Limited

  • Gujarat State Petronet Limited

  • SKF India Limited

  • KEC International Limited

  • Star Health And Allied Insurance Company Limited

  • Nuvama Wealth Management Limited

  • Intellect Design Arena Limited

  • Ajanta Pharma Limited

  • Aavas Financiers Limited

  • Castrol India Limited

  • Dr. Lal Path Labs Limited

  • CESC Limited

  • IRB Infrastructure Developers Limited

  • Authum Investment And Infrastructure Limited

  • IIFL Finance Limited

  • Aegis Logistics Limited

  • Home First Finance Company India Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Global Health Limited

  • Neuland Laboratories Limited

  • Motherson Sumi Wiring India Limited

  • EID Parry India Limited

  • Zen Technologies Limited

  • Sammaan Capital Limited

  • Aarti Industries Limited

  • Zensar Technologies Limited

  • NCC Limited

  • Vishal Mega Mart Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • PTC Industries Limited

  • The Great Eastern Shipping Company Limited

  • AWL Agri Business Limited

  • Jubilant Pharmova Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Tata Investment Corporation Limited

  • Kajaria Ceramics Limited

  • JSW Holdings Limited

  • Poly Medicure Limited

  • Endurance Technologies Limited

  • Eris Lifesciences Limited

  • Pfizer Limited

  • Bank of Maharashtra

  • Honeywell Automation India Limited

  • Data Patterns (India) Limited

  • Chambal Fertilizers & Chemicals Limited

  • NTPC Green Energy Limited

  • 3M India Limited

  • Asahi India Glass Limited

  • Hindustan Copper Limited

  • HFCL Limited

  • BEML Limited

  • Bata India Limited

  • Sonata Software Limited

  • CEAT Limited

  • Gujarat Gas Limited

  • Natco Pharma Limited

  • JSW Infrastructure Ltd

  • NLC India Limited

  • Aditya Birla Lifestyle Brands Limited

  • Waaree Energies Limited

  • Newgen Software Technologies Limited

  • Go Digit General Insurance Limited

  • Granules India Limited

  • Gillette India Limited

  • Whirlpool of India Limited

  • Anant Raj Limited

  • eClerx Services Limited

  • Mahanagar Gas Limited

  • Kirloskar Oil Engines Limited

  • Sapphire Foods India Limited

  • Jaiprakash Power Ventures Limited

  • Finolex Cables Limited

  • Godrej Industries Limited

  • EIH Limited

  • Bayer Cropscience Limited

  • Nava Limited

  • Titagarh Rail Systems Limited

  • Indiamart Intermesh Limited

  • Techno Electric & Engineering Company Limited

  • PVR INOX Limited

  • Aptus Value Housing Finance India Limited

  • PCBL Chemical Limited

  • Rainbow Childrens Medicare Limited

  • Premier Energies Limited

  • Anand Rathi Wealth Limited

  • V-Guard Industries Limited

  • SJVN Limited

  • Craftsman Automation Limited

  • Lemon Tree Hotels Limited

  • Balrampur Chini Mills Limited

  • HBL Engineering Limited

  • Devyani International Limited

  • Can Fin Homes Limited

  • Triveni Turbine Limited

  • Birlasoft Limited

  • Chalet Hotels Limited

  • Sobha Limited

  • Engineers India Limited

  • CCL Products (India) Limited

  • Sumitomo Chemical India Limited

  • Ramkrishna Forgings Limited

  • IRCON International Limited

  • Sun TV Network Limited

  • Finolex Industries Limited

  • CreditAccess Grameen Limited

  • Swan Energy Limited

  • LT Foods Limited

  • BASF India Limited

  • Praj Industries Limited

  • Shyam Metalics and Energy Limited

  • Elecon Engineering Company Limited

  • Concord Biotech Limited

  • Tejas Networks Limited

  • Alembic Pharmaceuticals Limited

  • Indegene Limited

  • Transformers And Rectifiers (India) Limited

  • Fertilizers and Chemicals Travancore Limited

  • IDBI Bank Limited

  • Aditya Birla Sun Life AMC Limited

  • Usha Martin Limited

  • Jupiter Wagons Limited

  • Gravita India Limited

  • DCM Shriram Limited

  • Jubilant Ingrevia Limited

  • JM Financial Limited

  • Action Construction Equipment Limited

  • Kansai Nerolac Paints Limited

  • Vardhman Textiles Limited

  • Olectra Greentech Limited

  • JK Tyre & Industries Limited

  • Brainbees Solutions Ltd

  • UTI Asset Management Company Limited

  • Jindal Saw Limited

  • BLS International Services Limited

  • AstraZeneca Pharma India Limited

  • Vedant Fashions Limited

  • Happiest Minds Technologies Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • SignatureGlobal (India) Limited

  • Century Plyboards (India) Limited

  • R R Kabel Limited

  • Valor Estate Limited

  • Jyothy Labs Limited

  • Godawari Power And Ispat limited

  • Aadhar Housing Finance Limited

  • The Jammu & Kashmir Bank Limited

  • Kirloskar Brothers Limited

  • Ola Electric Mobility Ltd

  • Westlife Foodworld Limited

  • Vijaya Diagnostic Centre Limited

  • The New India Assurance Company Limited

  • Tanla Platforms Limited

  • Gujarat Narmada Valley Fertilizers and Chemicals Limited

  • HEG Limited

  • Doms Industries Limited

  • Schneider Electric Infrastructure Limited

  • NMDC Steel Limited

  • IFCI Limited

  • Metropolis Healthcare Limited

  • Honasa Consumer Limited

  • Caplin Point Laboratories Limited

  • Gujarat Pipavav Port Limited

  • Afcons Infrastructure Limited

  • Minda Corporation Limited

  • Collateralized Borrowing & Lending Obligation

  • Welspun Living Limited

  • Saregama India Limited

  • The India Cements Limited

  • Aditya Birla Fashion and Retail Limited

  • Sarda Energy & Minerals Limited

  • Blue Dart Express Limited

  • Mastek Limited

  • Trident Limited

  • SBFC Finance Limited

  • Capri Global Capital Limited

  • Triveni Engineering & Industries Limited

  • RITES Limited

  • Cera Sanitaryware Limited

  • Tata Teleservices (Maharashtra) Limited

  • Graphite India Limited

  • Sterling And Wilson Renewable Energy Limited

  • Sai Life Sciences Limited

  • Network18 Media & Investments Limited

  • Bombay Burmah Trading Corporation Limited

  • Clean Science and Technology Limited

  • RailTel Corporation of India Limited

  • Shipping Corporation Of India Limited

  • Raymond Realty Limited

  • TBO Tek Limited

  • ITI Limited

  • PNC Infratech Limited

  • Syrma SGS Technology Limited

  • Godrej Agrovet Limited

  • Chennai Petroleum Corporation Limited

  • Netweb Technologies India Limited

  • Alivus Life Sciences Limited

  • KNR Constructions Limited

  • Latent View Analytics Limited

  • Gujarat Mineral Development Corporation Limited

  • Niva Bupa Health Insurance Company Limited

  • JBM Auto Limited

  • Maharashtra Seamless Limited

  • RHI Magnesita India Limited

  • Raymond Lifestyle Limited

  • C.E. Info Systems Limited

  • Indian Overseas Bank

  • Alkyl Amines Chemicals Limited

  • Inox India Limited

  • Emcure Pharmaceuticals Limited

  • Shree Renuka Sugars Limited

  • Mangalore Refinery and Petrochemicals Limited

  • Inventurus Knowledge Solutions Limited

  • Alok Industries Limited

  • Central Bank of India

  • Campus Activewear Limited

  • International Gemmological Institute India Ltd

  • Sagility India Limited

  • Raymond Limited

  • Rashtriya Chemicals and Fertilizers Limited

  • Acme Solar Holdings Ltd

  • Just Dial Limited

  • UCO Bank

  • RattanIndia Enterprises Limited

  • Akums Drugs and Pharmaceuticals Limited

  • Route Mobile Limited

  • MMTC Limited

  • Mahindra & Mahindra Financial Services 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 ₹2,358.60 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 ₹0.01(0.04%)yesterday to ₹26.9563.

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