Motilal Oswal Mutual Fund · Index Funds · Equity Index · Direct plan
Motilal Oswal Nifty 500 Index Fund - Direct Plan - Growth
₹25.6182NAV on 30 Oct 2026Expense ratio 0.23%
29 Oct 2025NAV low 23.87 · high 27.98-7.9%
In plain words
Over 3 years it returned +9.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.6%.
On 3-year return it ranks 49 of 149 funds in Equity Index.
A monthly SIP over 5 years ended ₹14,231 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.8% | +1.9% |
| 3 months | -6.1% | -5.1% |
| 6 months | -2.9% | -3.2% |
| 1 year | -7.4% | -10.2% |
| 3 years (yearly) | +9.9% | +7.4% |
| 5 years (yearly) | +8.5% | +6.5% |
| Since start (yearly) | +13.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,366 | -7.6% |
| 3 years | ₹3,60,000 | ₹3,67,454 | +1.3% |
| 5 years | ₹5,90,000 | ₹7,09,320 | +7.2% |
Other plan of this fund: Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth