Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500)
Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) is a index funds etfs fund of Motilal Oswal Asset Management Company Limited with ₹3,120 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 0 of 3 periods. Its direct plan charges 0.23% a year.
Has Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 0 of 3 periods in AMFI's figures; −4.39% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.39% | −3.60% | — |
| 3 months | −4.56% | −5.03% | — |
| 6 months | +0.20% | −1.83% | — |
| 1 year | −4.39% | −4.06% | −0.33 pts |
| 3 years | +9.08% | +9.27% | −0.19 pts |
| 5 years | +7.92% | +8.00% | −0.08 pts |
| 10 years | — | +12.69% | — |
| Since start from 11 Sep 2019 | +14.18% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −4.39% | −5.12% | −4.30% | −0.09 | 🔒 |
| 3y | +9.06% | +8.28% | +9.33% | −0.27 | 🔒 |
| 5y | +7.92% | +7.17% | +8.24% | −0.32 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Sep 2019 to 13 Oct 2026₹100 put in at the start of Sep 2019 would be ₹247 on 13 Oct 2026, against ₹253 in the Nifty 500 TRI.
What does Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) cost?
0.23% a year on the direct plan, 0.97% on the regular plan; 82 of 285 funds in its category charge less.
Who manages Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500)?
What does Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) hold?
502 holdings as of 30 Sep 2026; the ten largest are 28.5% of the fund, the largest HDFC Bank Limited at 5.7%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500)?
0.23% a year on the direct plan and 0.97% on the regular plan (expense report, Oct 2026).
How has Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) done?
Its direct plan returned +9.06% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) beside your own funds in Valarth
