Motilal Oswal Nifty 500 Index Fund Direct Growth

Equity
Flexi Cap
Moderately High Risk
16.39%
3Y annualised
+0.77% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Nov 2024₹26.11
Min. SIP amount₹500
Rating3
Fund size₹2,102.99Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.6%16.4%18.8%20.1%
Category average28.3%16.3%18.1%NA
Rank with in category553923NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
44.0%28.4%4,531.48
4
35.5%26.2%66,225.06
4
32.4%20.6%18,251.58
5
29.5%17.7%82,441.08
4
23.7%15.8%2,354.86

Holdings (500)

NameSectorInstrumentAssets
FinancialEquity7.08%
FinancialEquity4.90%
EnergyEquity4.86%
TechnologyEquity3.40%
Consumer StaplesEquity2.45%
CommunicationEquity2.32%
ConstructionEquity2.29%
TechnologyEquity2.18%
FinancialEquity1.78%
FinancialEquity1.70%
FinancialEquity1.37%
AutomobileEquity1.31%
Consumer StaplesEquity1.21%
HealthcareEquity1.07%
EnergyEquity1.04%
FinancialEquity1.04%
TechnologyEquity1.00%
AutomobileEquity0.95%
ServicesEquity0.85%
ServicesEquity0.81%
AutomobileEquity0.78%
EnergyEquity0.78%
Consumer DiscretionaryEquity0.73%
ChemicalsEquity0.71%
ConstructionEquity0.68%
Metals & MiningEquity0.66%
AutomobileEquity0.59%
FinancialEquity0.57%
EnergyEquity0.56%
EnergyEquity0.55%
TechnologyEquity0.55%
Capital GoodsEquity0.55%
ServicesEquity0.55%
ConstructionEquity0.54%
Metals & MiningEquity0.54%
FinancialEquity0.51%
Metals & MiningEquity0.50%
FinancialEquity0.47%
HealthcareEquity0.46%
Consumer StaplesEquity0.44%
Capital GoodsEquity0.43%
Capital GoodsEquity0.43%
Metals & MiningEquity0.42%
TechnologyEquity0.42%
HealthcareEquity0.42%
InsuranceEquity0.41%
HealthcareEquity0.41%
HealthcareEquity0.40%
EnergyEquity0.40%
InsuranceEquity0.39%
Consumer StaplesEquity0.39%
HealthcareEquity0.38%
ServicesEquity0.38%
FinancialEquity0.38%
ServicesEquity0.37%
Consumer StaplesEquity0.36%
AutomobileEquity0.36%
FinancialEquity0.36%
Consumer StaplesEquity0.35%
FinancialEquity0.35%
AutomobileEquity0.35%
Capital GoodsEquity0.33%
ServicesEquity0.33%
EnergyEquity0.32%
ServicesEquity0.32%
AutomobileEquity0.32%
ServicesEquity0.31%
ServicesEquity0.31%
Capital GoodsEquity0.31%
TechnologyEquity0.31%
EnergyEquity0.29%
ServicesEquity0.29%
EnergyEquity0.29%
Capital GoodsEquity0.29%
FinancialEquity0.29%
TechnologyEquity0.28%
HealthcareEquity0.28%
ConstructionEquity0.28%
EnergyEquity0.28%
TechnologyEquity0.27%
AutomobileEquity0.27%
FinancialEquity0.27%
Consumer StaplesEquity0.26%
ChemicalsEquity0.26%
AutomobileEquity0.26%
Capital GoodsEquity0.25%
FinancialEquity0.25%
InsuranceEquity0.25%
Capital GoodsEquity0.24%
FinancialEquity0.24%
FinancialEquity0.23%
FinancialEquity0.23%
Consumer StaplesEquity0.23%
CommunicationEquity0.23%
Capital GoodsEquity0.22%
Consumer StaplesEquity0.22%
HealthcareEquity0.21%
Capital GoodsEquity0.21%
FinancialEquity0.21%
Consumer DiscretionaryEquity0.20%
EnergyEquity0.20%
ChemicalsEquity0.20%
Capital GoodsEquity0.19%
AutomobileEquity0.19%
EnergyEquity0.19%
ConstructionEquity0.19%
Metals & MiningEquity0.19%
FinancialEquity0.19%
FinancialEquity0.18%
ConstructionEquity0.18%
Consumer StaplesEquity0.18%
ConstructionEquity0.18%
ConstructionEquity0.18%
ServicesEquity0.18%
FinancialEquity0.18%
DiversifiedEquity0.17%
HealthcareEquity0.17%
TechnologyEquity0.17%
Consumer StaplesEquity0.17%
FinancialEquity0.17%
Capital GoodsEquity0.17%
AutomobileEquity0.16%
Capital GoodsEquity0.16%
AutomobileEquity0.16%
EnergyEquity0.16%
HealthcareEquity0.16%
AutomobileEquity0.16%
HealthcareEquity0.16%
FinancialEquity0.16%
InsuranceEquity0.15%
ConstructionEquity0.15%
ConstructionEquity0.15%
ChemicalsEquity0.15%
FinancialEquity0.15%
ChemicalsEquity0.15%
ConstructionEquity0.15%
FinancialEquity0.15%
Metals & MiningEquity0.15%
ConstructionEquity0.14%
TextilesEquity0.14%
EnergyEquity0.14%
EnergyEquity0.14%
TechnologyEquity0.14%
ServicesEquity0.14%
Metals & MiningEquity0.14%
HealthcareEquity0.14%
HealthcareEquity0.14%
Consumer DiscretionaryEquity0.14%
HealthcareEquity0.13%
EnergyEquity0.13%
ChemicalsEquity0.13%
AutomobileEquity0.13%
ServicesEquity0.13%
ServicesEquity0.13%
TechnologyEquity0.13%
Consumer DiscretionaryEquity0.13%
ServicesEquity0.13%
ConstructionEquity0.12%
Capital GoodsEquity0.12%
AutomobileEquity0.12%
TechnologyEquity0.12%
FinancialEquity0.12%
Metals & MiningEquity0.12%
ServicesEquity0.12%
ChemicalsEquity0.12%
HealthcareEquity0.12%
ServicesEquity0.11%
FinancialEquity0.11%
CommunicationEquity0.11%
Capital GoodsEquity0.11%
FinancialEquity0.11%
FinancialEquity0.11%
Consumer DiscretionaryEquity0.11%
InsuranceEquity0.11%
Metals & MiningEquity0.11%
EnergyEquity0.11%
ChemicalsEquity0.11%
HealthcareEquity0.10%
CommunicationEquity0.10%
Capital GoodsEquity0.10%
FinancialEquity0.10%
Consumer StaplesEquity0.10%
ChemicalsEquity0.10%
ConstructionEquity0.10%
ChemicalsEquity0.10%
FinancialEquity0.10%
Consumer StaplesEquity0.10%
FinancialEquity0.09%
ChemicalsEquity0.09%
AutomobileEquity0.09%
Capital GoodsEquity0.09%
DiversifiedEquity0.09%
FinancialEquity0.09%
AutomobileEquity0.09%
Metals & MiningEquity0.09%
HealthcareEquity0.09%
HealthcareEquity0.09%
ServicesEquity0.09%
Metals & MiningEquity0.09%
ConstructionEquity0.09%
ChemicalsEquity0.09%
FinancialEquity0.09%
ConstructionEquity0.08%
HealthcareEquity0.08%
TechnologyEquity0.08%
Metals & MiningEquity0.08%
ChemicalsEquity0.08%
Consumer StaplesEquity0.08%
FinancialEquity0.08%
HealthcareEquity0.08%
FinancialEquity0.08%
Metals & MiningEquity0.08%
EnergyEquity0.08%
Capital GoodsEquity0.08%
ConstructionEquity0.08%
ConstructionEquity0.08%
Capital GoodsEquity0.08%
Capital GoodsEquity0.08%
Consumer StaplesEquity0.08%
FinancialEquity0.08%
Capital GoodsEquity0.08%
Consumer StaplesEquity0.08%
Capital GoodsEquity0.08%
HealthcareEquity0.08%
FinancialEquity0.08%
HealthcareEquity0.08%
Consumer StaplesEquity0.07%
Capital GoodsEquity0.07%
FinancialEquity0.07%
ChemicalsEquity0.07%
TechnologyEquity0.07%
ServicesEquity0.07%
Capital GoodsEquity0.07%
HealthcareEquity0.07%
ServicesEquity0.07%
FinancialEquity0.07%
HealthcareEquity0.07%
HealthcareEquity0.07%
EnergyEquity0.07%
HealthcareEquity0.07%
HealthcareEquity0.07%
Metals & MiningEquity0.07%
FinancialEquity0.07%
AutomobileEquity0.07%
Capital GoodsEquity0.07%
ChemicalsEquity0.07%
ServicesEquity0.07%
Consumer DiscretionaryEquity0.07%
ServicesEquity0.07%
FinancialEquity0.07%
Capital GoodsEquity0.07%
Capital GoodsEquity0.06%
EnergyEquity0.06%
TechnologyEquity0.06%
Capital GoodsEquity0.06%
FinancialEquity0.06%
ChemicalsEquity0.06%
ServicesEquity0.06%
FinancialEquity0.06%
HealthcareEquity0.06%
Consumer DiscretionaryEquity0.06%
InsuranceEquity0.06%
CommunicationEquity0.06%
ConstructionEquity0.06%
HealthcareEquity0.06%
EnergyEquity0.06%
Capital GoodsEquity0.06%
ServicesEquity0.06%
HealthcareEquity0.06%
CommunicationEquity0.06%
FinancialEquity0.06%
FinancialEquity0.06%
InsuranceEquity0.06%
Capital GoodsEquity0.06%
ServicesEquity0.06%
AutomobileEquity0.06%
ChemicalsEquity0.06%
ConstructionEquity0.06%
Metals & MiningEquity0.06%
CommunicationEquity0.06%
DiversifiedEquity0.05%
EnergyEquity0.05%
FinancialEquity0.05%
FinancialEquity0.05%
Capital GoodsEquity0.05%
ServicesEquity0.05%
ConstructionEquity0.05%
Capital GoodsEquity0.05%
ConstructionEquity0.05%
ConstructionEquity0.05%
FinancialEquity0.05%
AutomobileEquity0.05%
TechnologyEquity0.05%
FinancialEquity0.05%
Metals & MiningEquity0.05%
FinancialEquity0.05%
Metals & MiningEquity0.05%
Capital GoodsEquity0.05%
HealthcareEquity0.05%
Metals & MiningEquity0.05%
Metals & MiningEquity0.05%
Capital GoodsEquity0.05%
HealthcareEquity0.05%
HealthcareEquity0.05%
FinancialEquity0.05%
Capital GoodsEquity0.05%
Consumer StaplesEquity0.05%
TechnologyEquity0.05%
EnergyEquity0.05%
FinancialEquity0.05%
AutomobileEquity0.05%
ChemicalsEquity0.05%
EnergyEquity0.05%
Consumer StaplesEquity0.05%
HealthcareEquity0.05%
FinancialEquity0.05%
ChemicalsEquity0.05%
FinancialEquity0.05%
ServicesEquity0.05%
ChemicalsEquity0.05%
ChemicalsEquity0.05%
EnergyEquity0.05%
TextilesEquity0.05%
AutomobileEquity0.04%
ServicesEquity0.04%
ConstructionEquity0.04%
HealthcareEquity0.04%
CommunicationEquity0.04%
EnergyEquity0.04%
Consumer StaplesEquity0.04%
EnergyEquity0.04%
Consumer StaplesEquity0.04%
TechnologyEquity0.04%
HealthcareEquity0.04%
TechnologyEquity0.04%
FinancialEquity0.04%
Consumer DiscretionaryEquity0.04%
Capital GoodsEquity0.04%
ServicesEquity0.04%
Capital GoodsEquity0.04%
HealthcareEquity0.04%
ConstructionEquity0.04%
ServicesEquity0.04%
FinancialEquity0.04%
Metals & MiningEquity0.04%
ChemicalsEquity0.04%
FinancialEquity0.04%
ChemicalsEquity0.04%
Consumer StaplesEquity0.04%
Metals & MiningEquity0.04%
Capital GoodsEquity0.04%
FinancialEquity0.04%
ConstructionEquity0.04%
Consumer StaplesEquity0.04%
ChemicalsEquity0.04%
FinancialEquity0.04%
ServicesEquity0.04%
ServicesEquity0.04%
FinancialEquity0.04%
ConstructionEquity0.04%
Consumer StaplesEquity0.04%
ServicesEquity0.04%
AutomobileEquity0.04%
TechnologyEquity0.04%
Capital GoodsEquity0.03%
ServicesEquity0.03%
HealthcareEquity0.03%
Capital GoodsEquity0.03%
HealthcareEquity0.03%
Metals & MiningEquity0.03%
FinancialEquity0.03%
AutomobileEquity0.03%
ServicesEquity0.03%
HealthcareEquity0.03%
Metals & MiningEquity0.03%
TechnologyEquity0.03%
ServicesEquity0.03%
HealthcareEquity0.03%
InsuranceEquity0.03%
Metals & MiningEquity0.03%
AutomobileEquity0.03%
ServicesEquity0.03%
ChemicalsEquity0.03%
FinancialEquity0.03%
ConstructionEquity0.03%
ServicesEquity0.03%
FinancialEquity0.03%
HealthcareEquity0.03%
FinancialEquity0.03%
Capital GoodsEquity0.03%
Metals & MiningEquity0.03%
Consumer StaplesEquity0.03%
TextilesEquity0.03%
FinancialEquity0.03%
TechnologyEquity0.03%
ChemicalsEquity0.03%
ServicesEquity0.03%
AutomobileEquity0.03%
ConstructionEquity0.03%
ConstructionEquity0.03%
ChemicalsEquity0.03%
Consumer StaplesEquity0.03%
ChemicalsEquity0.03%
FinancialEquity0.03%
Consumer StaplesEquity0.03%
ServicesEquity0.03%
Capital GoodsEquity0.03%
ChemicalsEquity0.03%
FinancialEquity0.03%
ConstructionEquity0.03%
Capital GoodsEquity0.03%
Consumer StaplesEquity0.03%
TextilesEquity0.03%
Metals & MiningEquity0.03%
ServicesEquity0.03%
Consumer StaplesEquity0.03%
HealthcareEquity0.03%
Capital GoodsEquity0.03%
InsuranceEquity0.03%
Consumer DiscretionaryEquity0.03%
HealthcareEquity0.03%
FinancialEquity0.03%
ChemicalsEquity0.03%
FinancialEquity0.02%
ServicesEquity0.02%
ConstructionEquity0.02%
Capital GoodsEquity0.02%
Consumer StaplesEquity0.02%
FinancialEquity0.02%
TechnologyEquity0.02%
ConstructionEquity0.02%
Consumer StaplesEquity0.02%
Capital GoodsEquity0.02%
TextilesEquity0.02%
ConstructionEquity0.02%
AutomobileEquity0.02%
Consumer DiscretionaryEquity0.02%
HealthcareEquity0.02%
ServicesEquity0.02%
ConstructionEquity0.02%
ConstructionEquity0.02%
TechnologyEquity0.02%
ChemicalsEquity0.02%
FinancialEquity0.02%
Consumer StaplesEquity0.02%
ConstructionEquity0.02%
ChemicalsEquity0.02%
CommunicationEquity0.02%
FinancialEquity0.02%
CommunicationEquity0.02%
ServicesEquity0.02%
ConstructionEquity0.02%
ConstructionEquity0.02%
FinancialEquity0.02%
ConstructionEquity0.02%
Consumer DiscretionaryEquity0.02%
Consumer StaplesEquity0.02%
Capital GoodsEquity0.02%
ConstructionEquity0.02%
FinancialEquity0.02%
Consumer DiscretionaryEquity0.02%
ChemicalsEquity0.02%
Consumer StaplesEquity0.02%
ChemicalsEquity0.02%
ConstructionEquity0.02%
AutomobileEquity0.02%
TechnologyEquity0.02%
ConstructionEquity0.02%
Consumer DiscretionaryEquity0.02%
Capital GoodsEquity0.02%
Capital GoodsEquity0.02%
EnergyEquity0.02%
EnergyEquity0.02%
ChemicalsEquity0.02%
FinancialEquity0.02%
TextilesEquity0.01%
TechnologyEquity0.01%
EnergyEquity0.01%
OthersEquity0.01%
Metals & MiningEquity0.01%
ServicesEquity0.01%
HealthcareEquity0.01%
Metals & MiningEquity0.01%
FinancialEquity0.01%
ServicesEquity0.01%
Consumer StaplesEquity0.01%
Consumer StaplesEquity0.01%
ChemicalsEquity0.01%
Consumer StaplesEquity0.01%
ChemicalsEquity0.01%
CommunicationEquity0.01%
ServicesEquity0.01%
HealthcareEquity0.01%
AutomobileEquity0.01%
ServicesEquity0.01%
HealthcareEquity0.01%
Consumer StaplesEquity0.01%
TechnologyEquity0.01%
HealthcareEquity0.01%
ServicesEquity0.01%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Lower expense ratio: 0.2%
3Y and 5Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 1.7%

Expense ratio, exit load and tax

Expense ratio: 0.20%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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