TickerKhojMotilal Oswal Mutual Fund · Index Funds · Equity Index · Direct plan
Motilal Oswal S&P 500 Index Fund - Direct Plan - Growth
₹33.2189NAV on 30 Oct 2026Expense ratio 0.64%
29 Oct 2025NAV low 26.73 · high 34.88+18.7%
In plain words
Over 3 years it returned +27.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.4%.
On 3-year return it ranks 2 of 149 funds in Equity Index.
A monthly SIP over 5 years ended ₹15,413 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 | -1.9% | +1.9% |
| 3 months | +1.2% | -5.1% |
| 6 months | +5.3% | -3.2% |
| 1 year | +19.3% | -10.2% |
| 3 years (yearly) | +27.8% | +7.4% |
| 5 years (yearly) | +16.3% | +6.5% |
| Since start (yearly) | +20.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,32,264 | +17.1% |
| 3 years | ₹3,60,000 | ₹5,13,047 | +23.3% |
| 5 years | ₹5,90,000 | ₹10,16,722 | +21.7% |
Other plan of this fund: Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth