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OTHER•INDEX FUND

Motilal Oswal S&P 500 Index Fund

3 Year return

24.81%
NAV on December 22, 2025
28.2321
1D Returns
+0.05%
Launched on April 2020(5 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
49.36%₹1,777
Total Value ₹5,377

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,103.26 Cr.
Expense Ratio
0.63% (inclusive of GST)
Exit Load
1% - If redeemed on or before 7 days from the date of allotment. Nil - If redeemed after 7 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Motilal Oswal Mutual Fund Manager

DM

Dishant Mehta

Fund Manager since Oct 2024

RS

Rakesh Shetty

Fund Manager since Nov 2022

SM

Swapnil Mayekar

Fund Manager since Nov 2025

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Asset management company

AUM
₹1,27,837.28 Cr.
No. of Schemes
101
Setup Date
November 2008

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund22.7115%
0
Motilal Oswal Nifty Smallcap 250 Index Fund19.1123%
0
Nippon India Nifty Smallcap 250 Index Fund18.6346%
0

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal S&P 500 Index Fund Direct Plan-Growth

Motilal Oswal S&P 500 Index Fund Direct Plan-Growth is an open-ended index mutual fund plan introduced by Motilal Oswal Mutual Fund. The fund tracks the performance of the S&P 500 Index. The fund has a wide investment in large-caps in the U.S. equity market. This is an open-ended fund which means you can invest at any time. The expense ratio of this fund is higher than the category average.

Investment Objective of the Scheme

The objective of the Motilal Oswal S&P 500 Index Fund Direct Plan-Growth is to offer gains that align with those generated by the S&P 500. The S&P 500 Index is highly representative of the performance of the biggest 500 public American companies, across a variety of sectors. Additionally, the fund aims at providing investors with a fair amount of exposure to the potential growth of top companies in the American markets.

Key Features of The Fund

5-year return
17.8581%
Expense Ratio
0.63%
Fund Manager
Dishant Mehta
Fund Size
₹4103.26 Cr.
Risk Profile
Very High

Is This Scheme Good for Me?

If you are a serious investor who is interested in international stocks, then you may consider this fund. In case you wish to diversify your portfolio, and have a significant appetite for risk, you may think of this fund. The fund gives you the chance of investing in the potential growth of the possibly lucrative American markets. If you want to conveniently participate in investment in the American markets, this stands to be a potentially good way to do so without any direct investment. You may wish to evaluate your investment goals and future financial needs.

AMC Contact Details

NameMotilal Oswal Mutual Fund
Launch DateNovember 2008
Address10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact91-2240548002 8108622222
Emailamc@motilaloswal.com
Websitehttps://www.motilaloswalmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal S&P 500 Index Fund on December 22, 2025, is ₹28.2321
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal S&P 500 Index Fund, is ₹4103.26 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Motilal Oswal S&P 500 Index Fund is 0.63%
The Motilal Oswal S&P 500 Index Fund was launched on April 15, 2020. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal S&P 500 Index Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,377 in 3Y at 24.8135% returns
SIP Date1st of every month

Your next SIP Payment will be on 22 January 2026

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