Previously Known As : Motilal Oswal Nifty 500 Fund (Mofnifty500)
Motilal Oswal Nifty 500 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 56
Rating
Growth Option 13-03-2026
NAV ₹23.8(R) -2.31% ₹24.87(D) -2.31%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.16% 13.93% 11.27% -% -%
Direct 6.93% 14.73% 12.03% -% -%
Benchmark
SIP (XIRR) Regular -10.89% 3.84% 8.22% -% -%
Direct -10.21% 4.61% 9.0% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.8 0.39 0.59 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.68% -14.74% -18.01% - 9.29%
Fund AUM As on: 30/12/2025 2695 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty 500 Index Fund - Regular Plan 23.8
-0.5600
-2.3100%
Motilal Oswal Nifty 500 Index Fund - Direct Plan 24.87
-0.5900
-2.3100%

Review Date: 13-03-2026

Beginning of Analysis

Motilal Oswal Nifty 500 Index Fund is the 43rd ranked fund in the Index Funds category. The category has total 90 funds. The Motilal Oswal Nifty 500 Index Fund has shown an average past performence in Index Funds. The fund has a Sharpe Ratio of 0.8 which is lower than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Motilal Oswal Nifty 500 Index Fund Return Analysis

  • The fund has given a return of -8.21%, -9.74 and -7.67 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Motilal Oswal Nifty 500 Index Fund has given a return of 6.93% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 14.73% in last three years and ranked 46.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a return of 12.03% in last five years and ranked 13th out of thirty four funds in the category. In the same period the Index Funds category average return was 11.86%.
  • The fund has given a SIP return of -10.21% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 106th in 200 funds
  • The fund has SIP return of 4.61% in last three years and ranks 57th in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.
  • The fund has SIP return of 9.0% in last five years whereas category average SIP return is 8.93%.

Motilal Oswal Nifty 500 Index Fund Risk Analysis

  • The fund has a standard deviation of 12.68 and semi deviation of 9.29. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -14.74 and a maximum drawdown of -18.01. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.27
    -7.43
    		-14.39 | 2.82 128 | 240 Average
    3M Return % -9.90
    -8.67
    		-24.12 | 4.91 139 | 238 Average
    6M Return % -7.99
    -6.95
    		-25.73 | 18.69 142 | 231 Average
    1Y Return % 6.16
    7.18
    		-18.51 | 51.00 105 | 202 Average
    3Y Return % 13.93
    14.15
    		1.04 | 24.40 46 | 101 Good
    5Y Return % 11.27
    11.35
    		8.24 | 17.03 13 | 34 Good
    1Y SIP Return % -10.89
    -9.05
    		-36.17 | 22.18 103 | 195 Average
    3Y SIP Return % 3.84
    5.08
    		-10.85 | 20.86 54 | 96 Average
    5Y SIP Return % 8.22
    8.37
    		5.00 | 18.07 11 | 32 Good
    Standard Deviation 12.68
    12.06
    		0.60 | 22.45 57 | 102 Average
    Semi Deviation 9.29
    8.86
    		0.37 | 16.91 57 | 102 Average
    Max Drawdown % -18.01
    -15.82
    		-29.16 | 0.00 60 | 102 Average
    VaR 1 Y % -14.74
    -15.41
    		-34.57 | 0.00 61 | 102 Average
    Average Drawdown % -5.59
    -5.73
    		-14.55 | 0.00 57 | 102 Average
    Sharpe Ratio 0.80
    1.00
    		-0.17 | 2.42 57 | 102 Average
    Sterling Ratio 0.59
    0.66
    		0.05 | 1.48 60 | 102 Average
    Sortino Ratio 0.39
    0.59
    		-0.02 | 2.60 56 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.21 -7.33 -14.35 | 2.87 134 | 248 Average
    3M Return % -9.74 -8.51 -24.00 | 5.08 143 | 245 Average
    6M Return % -7.67 -6.70 -25.50 | 18.96 146 | 237 Average
    1Y Return % 6.93 7.71 -17.98 | 51.99 106 | 204 Average
    3Y Return % 14.73 14.67 1.56 | 25.10 46 | 101 Good
    5Y Return % 12.03 11.86 8.94 | 17.85 13 | 34 Good
    1Y SIP Return % -10.21 -8.46 -35.73 | 22.85 106 | 200 Average
    3Y SIP Return % 4.61 5.68 -10.36 | 21.51 57 | 99 Average
    5Y SIP Return % 9.00 8.93 5.68 | 18.71 12 | 34 Good
    Standard Deviation 12.68 12.06 0.60 | 22.45 57 | 102 Average
    Semi Deviation 9.29 8.86 0.37 | 16.91 57 | 102 Average
    Max Drawdown % -18.01 -15.82 -29.16 | 0.00 60 | 102 Average
    VaR 1 Y % -14.74 -15.41 -34.57 | 0.00 61 | 102 Average
    Average Drawdown % -5.59 -5.73 -14.55 | 0.00 57 | 102 Average
    Sharpe Ratio 0.80 1.00 -0.17 | 2.42 57 | 102 Average
    Sterling Ratio 0.59 0.66 0.05 | 1.48 60 | 102 Average
    Sortino Ratio 0.39 0.59 -0.02 | 2.60 56 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Motilal Oswal Nifty 500 Index Fund NAV Regular Growth Motilal Oswal Nifty 500 Index Fund NAV Direct Growth
    13-03-2026 23.8031 24.869
    12-03-2026 24.3669 25.4575
    11-03-2026 24.5278 25.625
    10-03-2026 24.8625 25.9742
    09-03-2026 24.5447 25.6416
    06-03-2026 25.019 26.1355
    05-03-2026 25.2593 26.3859
    04-03-2026 24.94 26.0518
    02-03-2026 25.4138 26.5457
    27-02-2026 25.7834 26.93
    26-02-2026 26.0972 27.2572
    25-02-2026 26.0481 27.2053
    24-02-2026 25.9386 27.0904
    23-02-2026 26.1396 27.2997
    20-02-2026 26.0414 27.1955
    19-02-2026 25.9318 27.0805
    18-02-2026 26.3197 27.4849
    17-02-2026 26.1989 27.3583
    16-02-2026 26.1243 27.2798
    13-02-2026 25.9484 27.0944

    Fund Launch Date: 19/Aug/2019
    Fund Category: Index Fund
    Investment Objective: The Scheme seeks investment return thatcorresponds to the performance of Nifty 500Index subject to tracking error.However, there can be no assurance orguarantee that the investment objective ofthe Scheme would be achieved.
    Fund Description: An Open ended shceme replicating trancking Nifty 500 Index
    Fund Benchmark: Nifty 500 Index Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.