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 0.86 4.38 6.16 16.00 15.29 16.81
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 6.16 16.00 15.29 0.88 2,756.56
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 21.80 24.89 17.81 1.14 4,103.26
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 4.95 23.19 22.17 1.00 2,929.32
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -7.25 20.10 20.92 0.95 2,653.32
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 12.41 17.85 18.08 0.96 2,390.06
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 8.24 14.07 13.43 0.92 2,021.05

Fund Holdings as on 31-December-2025

  • HDFC Bank Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • ITC Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • Maruti Suzuki India Limited

  • Hindustan Unilever Limited

  • Eternal Limited

  • Sun Pharmaceutical Industries Limited

  • HCL Technologies Limited

  • Titan Company Limited

  • NTPC Limited

  • Tata Steel Limited

  • Bharat Electronics Limited

  • UltraTech Cement Limited

  • Shriram Finance Limited

  • Hindalco Industries Limited

  • Asian Paints Limited

  • Power Grid Corporation of India Limited

  • Bajaj Finserv Limited

  • InterGlobe Aviation Limited

  • JSW Steel Limited

  • Grasim Industries Limited

  • BSE Limited

  • Bajaj Auto Limited

  • Vedanta Limited

  • Adani Ports and Special Economic Zone Limited

  • Tech Mahindra Limited

  • Eicher Motors Limited

  • Jio Financial Services Limited

  • Trent Limited

  • Oil & Natural Gas Corporation Limited

  • Nestle India Limited

  • SBI Life Insurance Company Limited

  • Coal India Limited

  • TVS Motor Company Limited

  • Cipla Limited

  • Hindustan Aeronautics Limited

  • Divi's Laboratories Limited

  • HDFC Life Insurance Company Limited

  • Max Healthcare Institute Limited

  • Tata Consumer Products Limited

  • Dr. Reddy's Laboratories Limited

  • Tata Motors Passenger Vehicles Limited

  • Wipro Limited

  • Hero MotoCorp Limited

  • Bharat Petroleum Corporation Limited

  • Apollo Hospitals Enterprise Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Britannia Industries Limited

  • Persistent Systems Limited

  • Varun Beverages Limited

  • The Federal Bank Limited

  • The Indian Hotels Company Limited

  • Suzlon Energy Limited

  • Tata Power Company Limited

  • PB Fintech Limited

  • Indian Oil Corporation Limited

  • Cummins India Limited

  • Adani Enterprises Limited

  • IndusInd Bank Limited

  • Multi Commodity Exchange of India Limited

  • IDFC First Bank Limited

  • Adani Power Limited

  • LTIMindtree Limited

  • AU Small Finance Bank Limited

  • Avenue Supermarts Limited

  • Coforge Limited

  • Bank of Baroda

  • HDFC Asset Management Company Limited

  • Indus Towers Limited

  • Samvardhana Motherson International Limited

  • One 97 Communications Limited

  • Canara Bank

  • Info Edge (India) Limited

  • Power Finance Corporation Limited

  • Swiggy Limited

  • Ashok Leyland Limited

  • Lupin Limited

  • Dixon Technologies (India) Limited

  • Godrej Consumer Products Limited

  • Bajaj Holdings & Investment Limited

  • Hindustan Petroleum Corporation Limited

  • ICICI Lombard General Insurance Company Limited

  • GAIL (India) Limited

  • Fortis Healthcare Limited

  • Pidilite Industries Limited

  • SRF Limited

  • REC Limited

  • UPL Limited

  • CG Power and Industrial Solutions Limited

  • DLF Limited

  • Max Financial Services Limited

  • Collateralized Borrowing & Lending Obligation

  • Laurus Labs Limited

  • United Spirits Limited

  • Punjab National Bank

  • Muthoot Finance Limited

  • Torrent Pharmaceuticals Limited

  • Polycab India Limited

  • Marico Limited

  • Jindal Steel Limited

  • Bharat Forge Limited

  • GE Vernova T&D India Limited

  • Yes Bank Limited

  • GMR Airports Limited

  • Bharat Heavy Electricals Limited

  • Sundaram Finance Limited

  • FSN E-Commerce Ventures Limited

  • Havells India Limited

  • Adani Energy Solutions Limited

  • Shree Cement Limited

  • APL Apollo Tubes Limited

  • The Phoenix Mills Limited

  • Ambuja Cements Limited

  • Aurobindo Pharma Limited

  • Hyundai Motor India Ltd

  • Alkem Laboratories Limited

  • Mphasis Limited

  • Bosch Limited

  • Adani Green Energy Limited

  • Voltas Limited

  • MRF Limited

  • Glenmark Pharmaceuticals Limited

  • 360 One WAM Limited

  • Godrej Properties Limited

  • Lodha Developers Limited

  • Solar Industries India Limited

  • Union Bank of India

  • Vodafone Idea Limited

  • Dabur India Limited

  • Indian Bank

  • Vishal Mega Mart Limited

  • NMDC Limited

  • Waaree Energies Limited

  • National Aluminium Company Limited

  • Tube Investments of India Limited

  • KEI Industries Limited

  • Aditya Birla Capital Limited

  • Colgate Palmolive (India) Limited

  • ABB India Limited

  • Siemens Limited

  • Prestige Estates Projects Limited

  • Jindal Stainless Limited

  • Coromandel International Limited

  • Mahindra & Mahindra Financial Services Limited

  • Hindustan Zinc Limited

  • ICICI Prudential Life Insurance Company Limited

  • PI Industries Limited

  • JSW Energy Limited

  • L&T Finance Limited

  • SBI Cards and Payment Services Limited

  • Radico Khaitan Limited

  • Central Depository Services (India) Limited

  • NHPC Limited

  • Karur Vysya Bank Limited

  • Torrent Power Limited

  • Mankind Pharma Limited

  • Biocon Limited

  • UNO Minda Limited

  • Hitachi Energy India Limited

  • JK Cement Limited

  • Oil India Limited

  • Zydus Lifesciences Limited

  • Page Industries Limited

  • Siemens Energy India Limited

  • Blue Star Limited

  • Indian Railway Finance Corporation Limited

  • Delhivery Limited

  • Jubilant Foodworks Limited

  • Navin Fluorine International Limited

  • Supreme Industries Limited

  • Sona BLW Precision Forgings Limited

  • Tata Communications Limited

  • Petronet LNG Limited

  • Steel Authority of India Limited

  • City Union Bank Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Rail Vikas Nigam Limited

  • IPCA Laboratories Limited

  • Oberoi Realty Limited

  • KPIT Technologies Limited

  • RBL Bank Limited

  • Life Insurance Corporation Of India

  • Mazagon Dock Shipbuilders Limited

  • Kalyan Jewellers India Limited

  • Balkrishna Industries Limited

  • Patanjali Foods Limited

  • ITC Hotels Limited

  • Oracle Financial Services Software Limited

  • Container Corporation of India Limited

  • Tata Elxsi Limited

  • Cholamandalam Financial Holdings Limited

  • PNB Housing Finance Limited

  • Computer Age Management Services Limited

  • Bank of India

  • Lloyds Metals And Energy Limited

  • Astral Limited

  • Hindustan Copper Limited

  • Dalmia Bharat Limited

  • Manappuram Finance Limited

  • Authum Investment And Infrastructure Limited

  • Exide Industries Limited

  • LIC Housing Finance Limited

  • Crompton Greaves Consumer Electricals Limited

  • Redington Limited

  • Apollo Tyres Limited

  • Adani Total Gas Limited

  • Nippon Life India Asset Management Limited

  • Schaeffler India Limited

  • AIA Engineering Limited

  • Gujarat Fluorochemicals Limited

  • Berger Paints (I) Limited

  • Abbott India Limited

  • Angel One Limited

  • Krishna Institute Of Medical Sciences Limited

  • JB Chemicals & Pharmaceuticals Limited

  • KFin Technologies Limited

  • Aster DM Healthcare Limited

  • IIFL Finance Limited

  • Apar Industries Limited

  • Amber Enterprises India Limited

  • Poonawalla Fincorp Limited

  • Cochin Shipyard Limited

  • Gland Pharma Limited

  • Bharti Hexacom Limited

  • Kalpataru Projects International Limited

  • Indraprastha Gas Limited

  • Bharat Dynamics Limited

  • The Ramco Cements Limited

  • Motilal Oswal Financial Services Limited

  • Anand Rathi Wealth Limited

  • Neuland Laboratories Limited

  • Bandhan Bank Limited

  • Narayana Hrudayalaya Limited

  • Bank of Maharashtra

  • NBCC (India) Limited

  • Kaynes Technology India Limited

  • Linde India Limited

  • Sai Life Sciences Limited

  • Escorts Kubota Limited

  • Syngene International Limited

  • Motherson Sumi Wiring India Limited

  • Asahi India Glass Limited

  • Brigade Enterprises Limited

  • L&T Technology Services Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Tata Chemicals Limited

  • Wockhardt Limited

  • Inox Wind Limited

  • Deepak Nitrite Limited

  • General Insurance Corporation of India

  • United Breweries Limited

  • Thermax Limited

  • Ajanta Pharma Limited

  • Dr. Lal Path Labs Limited

  • Housing & Urban Development Corporation Limited

  • Himadri Speciality Chemical Limited

  • Affle 3i Limited

  • Hexaware Technologies Limited

  • Godfrey Phillips India Limited

  • Nuvama Wealth Management Limited

  • Sammaan Capital Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • PTC Industries Limited

  • The Great Eastern Shipping Company Limited

  • Amara Raja Energy & Mobility Ltd

  • Indian Renewable Energy Development Agency Limited

  • AWL Agri Business Limited

  • Tata Technologies Limited

  • K.P.R. Mill Limited

  • Timken India Limited

  • Ather Energy Limited

  • Star Health And Allied Insurance Company Limited

  • Indian Energy Exchange Limited

  • Firstsource Solutions Limited

  • Piramal Pharma Limited

  • Welspun Corp Limited

  • EID Parry India Limited

  • ACC Limited

  • CESC Limited

  • CRISIL Limited

  • Five Star Business Finance Limited

  • HBL Engineering Limited

  • Emami Limited

  • Sundram Fasteners Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Elgi Equipments Limited

  • Kirloskar Oil Engines Limited

  • Global Health Limited

  • Onesource Specialty Pharma Limited

  • eClerx Services Limited

  • Reliance Power Limited

  • Home First Finance Company India Limited

  • 3M India Limited

  • Force Motors Limited

  • Aptus Value Housing Finance India Limited

  • Carborundum Universal Limited

  • Atul Limited

  • Premier Energies Limited

  • KEC International Limited

  • Cyient Limited

  • Craftsman Automation Limited

  • Castrol India Limited

  • PG Electroplast Limited

  • JSW Infrastructure Ltd

  • Endurance Technologies Limited

  • Tata Investment Corporation Limited

  • Aegis Logistics Limited

  • Bajaj Housing Finance Limited

  • Gujarat State Petronet Limited

  • NTPC Green Energy Limited

  • Aditya Birla Real Estate Limited

  • Intellect Design Arena Limited

  • Granules India Limited

  • Jubilant Pharmova Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Cohance Lifesciences Limited

  • Jyoti CNC Automation Ltd

  • Anant Raj Limited

  • Jaiprakash Power Ventures Limited

  • IRB Infrastructure Developers Limited

  • Zee Entertainment Enterprises Limited

  • Go Digit General Insurance Limited

  • NLC India Limited

  • Eris Lifesciences Limited

  • Usha Martin Limited

  • Natco Pharma Limited

  • Zensar Technologies Limited

  • Kajaria Ceramics Limited

  • Inventurus Knowledge Solutions Limited

  • CEAT Limited

  • Sagility Limited

  • Lemon Tree Hotels Limited

  • Nava Limited

  • Can Fin Homes Limited

  • Data Patterns (India) Limited

  • Maharashtra Scooters Limited

  • Aarti Industries Limited

  • Pfizer Limited

  • Chambal Fertilizers & Chemicals Limited

  • EIH Limited

  • HFCL Limited

  • PVR INOX Limited

  • Honeywell Automation India Limited

  • Birlasoft Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Titagarh Rail Systems Limited

  • BEML Limited

  • Gujarat Gas Limited

  • Capri Global Capital Limited

  • Sonata Software Limited

  • CreditAccess Grameen Limited

  • Indiamart Intermesh Limited

  • Gillette India Limited

  • Poly Medicure Limited

  • CCL Products (India) Limited

  • Rainbow Childrens Medicare Limited

  • NCC Limited

  • Swan Corp Limited

  • Godawari Power And Ispat limited

  • Sobha Limited

  • Mahanagar Gas Limited

  • Ola Electric Mobility Ltd

  • Brainbees Solutions Ltd

  • Zen Technologies Limited

  • Chalet Hotels Limited

  • Triveni Turbine Limited

  • V-Guard Industries Limited

  • Aditya Birla Lifestyle Brands Limited

  • Choice International Limited

  • JK Tyre & Industries Limited

  • Sapphire Foods India Limited

  • Bata India Limited

  • Shyam Metalics and Energy Limited

  • Devyani International Limited

  • Jubilant Ingrevia Limited

  • Gravita India Limited

  • Aditya Birla Sun Life AMC Limited

  • JM Financial Limited

  • Aavas Financiers Limited

  • Bayer Cropscience Limited

  • Sun TV Network Limited

  • Sumitomo Chemical India Limited

  • Afcons Infrastructure Limited

  • IRCON International Limited

  • IDBI Bank Limited

  • Fertilizers and Chemicals Travancore Limited

  • Finolex Cables Limited

  • Syrma SGS Technology Limited

  • Whirlpool of India Limited

  • AstraZeneca Pharma India Limited

  • TBO Tek Limited

  • Engineers India Limited

  • Techno Electric & Engineering Company Limited

  • Newgen Software Technologies Limited

  • Ramkrishna Forgings Limited

  • LT Foods Limited

  • Indegene Limited

  • SJVN Limited

  • PCBL Chemical Limited

  • Indian Overseas Bank

  • HEG Limited

  • Vijaya Diagnostic Centre Limited

  • Aadhar Housing Finance Limited

  • Netweb Technologies India Limited

  • Balrampur Chini Mills Limited

  • NMDC Steel Limited

  • Century Plyboards (India) Limited

  • Metropolis Healthcare Limited

  • DCM Shriram Limited

  • Gujarat Mineral Development Corporation Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Olectra Greentech Limited

  • Finolex Industries Limited

  • Sarda Energy & Minerals Limited

  • R R Kabel Limited

  • UTI Asset Management Company Limited

  • Doms Industries Limited

  • Alembic Pharmaceuticals Limited

  • Reliance Infrastructure Limited

  • Niva Bupa Health Insurance Company Limited

  • Jupiter Wagons Limited

  • Minda Corporation Limited

  • BASF India Limited

  • Vardhman Textiles Limited

  • The Jammu & Kashmir Bank Limited

  • Concord Biotech Limited

  • SignatureGlobal (India) Limited

  • Godrej Industries Limited

  • Graphite India Limited

  • Akzo Nobel India Limited

  • Elecon Engineering Company Limited

  • Schneider Electric Infrastructure Limited

  • Clean Science and Technology Limited

  • Aditya Birla Fashion and Retail Limited

  • Welspun Living Limited

  • Kirloskar Brothers Limited

  • SBFC Finance Limited

  • Emcure Pharmaceuticals Limited

  • Chennai Petroleum Corporation Limited

  • Praj Industries Limited

  • KSB Limited

  • Honasa Consumer Limited

  • Dr Agarwals Health Care Limited

  • Shipping Corporation Of India Limited

  • Jindal Saw Limited

  • Action Construction Equipment Limited

  • BLS International Services Limited

  • Jyothy Labs Limited

  • Happiest Minds Technologies Limited

  • The New India Assurance Company Limited

  • Caplin Point Laboratories Limited

  • Tejas Networks Limited

  • Central Bank of India

  • Nuvoco Vistas Corporation Limited

  • Vedant Fashions Limited

  • Kwality Walls (India) Limited

  • IFCI Limited

  • Leela Palaces Hotels & Resorts Limited

  • Aegis Vopak Terminals Limited

  • International Gemmological Institute India Ltd

  • UCO Bank

  • Trident Limited

  • Triveni Engineering & Industries Limited

  • Latent View Analytics Limited

  • Bombay Burmah Trading Corporation Limited

  • Blue Dart Express Limited

  • RITES Limited

  • RailTel Corporation of India Limited

  • Transformers And Rectifiers (India) Limited

  • Cera Sanitaryware Limited

  • C.E. Info Systems Limited

  • ITI Limited

  • The India Cements Limited

  • Valor Estate Limited

  • RHI Magnesita India Limited

  • Godrej Agrovet Limited

  • Mangalore Refinery and Petrochemicals Limited

  • Saregama India Limited

  • Inox India Limited

  • JBM Auto Limited

  • JSW Cement Limited

  • Tata Teleservices (Maharashtra) Limited

  • Acme Solar Holdings Ltd

  • Maharashtra Seamless Limited

  • Campus Activewear Limited

  • Alkyl Amines Chemicals Limited

  • Rashtriya Chemicals and Fertilizers Limited

  • Alok Industries Limited

  • Ventive Hospitality Limited

  • Blue Jet Healthcare Ltd

  • Akums Drugs and Pharmaceuticals Limited

  • MMTC Limited

  • TVS Motor Company Limited

  • Net Receivables / (Payables)

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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 ₹2,820.64 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 ₹-0.05(-0.2%)yesterday to ₹26.7208.

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