Money Lancer
Index Fund
Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Index Fund

Motilal Oswal S&P 500 Index Fund - Regular Plan Growth

The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error.

EquityBenchmark · S&P 500 TRITER · 1.06%Inception · 05-04-2020
NAV
31.98
+0.82% · as of 14-05-2026
Since inception
21.52%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹44 Cr
AUM
Expense ratio
1.06%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +21.52% CAGR vs benchmark +12.11%.

Portfolio

Where the money is invested

Top holdings

NVIDIA CORP7.55%
APPLE INC6.64%
Microsoft Corp4.90%
Amazon.com Inc3.63%
Alphabet Inc2.98%
Broadcom Inc2.62%
Alphabet Inc2.39%
Meta Platforms Inc2.23%
Tesla Inc1.86%
Berkshire Hathaway Inc1.57%

Sector allocation

Not available.
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 21.5% p.a.
₹10,000
10 years
Projected value
₹42,22,855
Invested: ₹12,00,000
Gained: ₹30,22,855
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148382
ISIN (Growth)
INF247L01AH0
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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