Home Mf Research Motilal Oswal Nifty 500 Index Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Others Others Index

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,036.13 +3.61%
Two Week 2026-10-19 ₹1,000.00 ₹1,021.63 +2.16%
One Month 2026-10-05 ₹1,000.00 ₹1,024.72 +2.47%
Three Months 2026-08-05 ₹3,000.00 ₹2,940.47 -1.98%
Six Months 2026-05-07 ₹6,000.00 ₹5,891.68 -1.81%
One Year 2025-11-03 ₹12,000.00 ₹11,809.31 -1.59%
Three Year 2023-11-06 ₹36,000.00 ₹36,875.61 +2.43%
Five Year 2021-11-08 ₹60,000.00 ₹72,487.72 +20.81%
Since Inception 2019-09-06 ₹88,000.00 ₹132,502.67 +50.57%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 19.32%
Finance 6.49%
Pharmaceuticals & Biotechnology 5.76%
IT - Software 5.66%
Petroleum Products 5.01%
Automobiles 4.86%
Telecom - Services 3.52%
Power 3.39%
Retailing 3.32%
Consumer Durables 2.80%
Construction 2.72%
Electrical Equipment 2.67%
Auto Components 2.55%
Capital Markets 2.52%
Industrial Products 2.21%
Diversified FMCG 2.19%
Ferrous Metals 1.98%
Cement & Cement Products 1.89%
Insurance 1.62%
Healthcare Services 1.52%
Chemicals & Petrochemicals 1.51%
Non - Ferrous Metals 1.47%
Aerospace & Defense 1.37%
Realty 1.13%
Transport Infrastructure 1.01%
Transport Services 0.90%
Food Products 0.87%
Agricultural, Commercial & Construction Vehicles 0.81%
Agricultural Food & Other Products 0.77%
Beverages 0.76%
Leisure Services 0.72%
Oil 0.64%
Financial Technology (Fintech) 0.63%
Personal Products 0.63%
Gas 0.61%
Consumable Fuels 0.54%
Metals & Minerals Trading 0.51%
Industrial Manufacturing 0.49%
Fertilizers & Agrochemicals 0.48%
IT - Services 0.37%
Minerals & Mining 0.31%
Textiles & Apparels 0.26%
Diversified Metals 0.25%
Commercial Services & Supplies 0.24%
Telecom - Equipment & Accessories 0.17%
Other 0.15%
Entertainment 0.14%
Cigarettes & Tobacco Products 0.04%
Other Consumer Services 0.04%
Healthcare Equipment & Supplies 0.03%
Household Products 0.02%
Diversified 0.02%

Top Holdings

Company-wise portfolio exposure

HDFC Bank Limited 5.66%
ICICI Bank Limited 4.94%
Reliance Industries Limited 4.14%
Bharti Airtel Limited 2.78%
Larsen & Toubro Limited 2.29%
State Bank of India 2.07%
Axis Bank Limited 1.84%
Infosys Limited 1.83%
Kotak Mahindra Bank Ltd 1.60%
Mahindra & Mahindra Limited 1.37%
Bajaj Finance Ltd 1.36%
ITC Limited 1.32%
Eternal Limited 1.21%
Tata Consultancy Services Limited 1.09%
Sun Pharmaceutical Industries Limited 1.00%
Titan Company Limited 0.99%
Hindustan Unilever Limited 0.87%
Maruti Suzuki India Limited 0.81%
NTPC Limited 0.80%
Tata Steel Limited 0.80%
Adani Ports and Special Economic Zone Limited 0.73%
Bharat Electronics Limited 0.72%
Shriram Finance Limited 0.72%
Hindalco Industries Limited 0.71%
UltraTech Cement Limited 0.68%
HCL Technologies Limited 0.68%
BSE Limited 0.66%
JSW Steel Limited 0.63%
Bajaj Auto Limited 0.62%
Divi's Laboratories Limited 0.62%
Power Grid Corporation of India Limited 0.61%
Grasim Industries Limited 0.60%
InterGlobe Aviation Limited 0.59%
Asian Paints Limited 0.57%
Coal India Limited 0.53%
Bajaj Finserv Limited 0.52%
Eicher Motors Limited 0.51%
Adani Enterprises Limited 0.51%
Tech Mahindra Limited 0.50%
TVS Motor Company Limited 0.50%
Nestle India Limited 0.49%
Hindustan Aeronautics Limited 0.46%
Tata Motors Ltd 0.46%
Oil & Natural Gas Corporation Limited 0.46%
Trent Limited 0.45%
Adani Power Limited 0.44%
Multi Commodity Exchange of India Limited 0.44%
Apollo Hospitals Enterprise Limited 0.44%
The Federal Bank Limited 0.41%
Laurus Labs Limited 0.40%
SBI Life Insurance Company Limited 0.40%
Cipla Limited 0.39%
Dr Reddys Laboratories Limited 0.39%
One 97 Communications Limited 0.38%
Samvardhana Motherson International Limited 0.38%
Jio Financial Services Limited 0.37%
Torrent Pharmaceuticals Limited 0.37%
Cholamandalam Investment and Finance Company Limited 0.37%
Vedanta Aluminium Metal Limited 0.36%
Max Healthcare Institute Limited 0.36%
Hero MotoCorp Limited 0.35%
Cummins India Limited 0.34%
The Indian Hotels Company Limited 0.33%
Tata Consumer Products Limited 0.32%
Avenue Supermarts Limited 0.32%
Coforge Limited 0.32%
Bharat Petroleum Corporation Limited 0.32%
Bharat Heavy Electricals Limited 0.32%
Tata Power Company Limited 0.31%
IndusInd Bank Limited 0.31%
Tata Motors Passenger Vehicles Limited 0.31%
Varun Beverages Ltd 0.31%
AU Small Finance Bank Limited 0.31%
CG Power and Industrial Solutions Limited 0.31%
Persistent Systems Ltd 0.30%
Britannia Industries Limited 0.30%
HDFC Life Insurance Company Limited 0.29%
Dixon Technologies (India) Limited 0.28%
IDFC First Bank Limited 0.28%
Bharat Forge Limited 0.28%
GE Vernova T&D India Limited 0.27%
Indian Oil Corporation Limited 0.26%
Lenskart Solutions Limited 0.26%
Life Insurance Corporation Of India 0.26%
Lupin Limited 0.26%
Suzlon Energy Limited 0.25%
Indus Towers Limited 0.25%
Solar Industries India Limited 0.25%
Power Finance Corporation Limited 0.25%
Info Edge India Ltd 0.25%
Bajaj Holdings & Investment Limited 0.24%
HDFC Asset Management Company Limited 0.24%
Aurobindo Pharma Limited 0.24%
GAIL (India) Limited 0.24%
Vedanta Limited 0.24%
Pidilite Industries Limited 0.24%
Ashok Leyland Limited 0.23%
FSN E-Commerce Ventures Limited 0.23%
DLF Limited 0.23%
Wipro Limited 0.22%
Polycab India Limited 0.22%
Adani Energy Solutions Limited 0.22%
Adani Green Energy Limited 0.22%
Bank of Baroda 0.22%
Jindal Steel Limited 0.22%
Marico Limited 0.22%
Bosch Limited 0.21%
Canara Bank 0.21%
Fortis Healthcare Limited 0.21%
United Spirits Limited 0.21%
APL Apollo Tubes Limited 0.21%
Hitachi Energy India Limited 0.20%
Punjab National Bank 0.20%
ICICI Lombard General Insurance Company Limited 0.20%
PB Fintech Limited 0.20%
Swiggy Limited 0.20%
LTM Limited 0.20%
REC Limited 0.19%
Sona BLW Precision Forgings Limited 0.19%
Yes Bank Limited 0.19%
Max Financial Services Limited 0.19%
The Phoenix Mills Limited 0.19%
SRF Limited 0.19%
Vodafone Idea Limited 0.19%
Welspun Corp Limited 0.19%
ABB India Limited 0.19%
Glenmark Pharmaceuticals Limited 0.18%
Radico Khaitan Limited 0.18%
Godrej Consumer Products Limited 0.18%
Lodha Developers Limited 0.18%
Hindustan Petroleum Corporation Limited 0.18%
Union Bank of India 0.17%
GMR Airports Limited 0.17%
Siemens Limited 0.17%
Aditya Birla Capital Limited 0.17%
Apar Industries Limited 0.17%
Alkem Laboratories Limited 0.16%
Karur Vysya Bank Limited 0.16%
National Aluminium Company Limited 0.16%
Navin Fluorine International Limited 0.16%
JSW Energy Limited 0.16%
UPL Limited 0.16%
Sundaram Finance Limited 0.16%
Shree Cement Limited 0.16%
Muthoot Finance Limited 0.15%
Hyundai Motor India Ltd 0.15%
Zydus Lifesciences Limited 0.15%
MphasiS Limited 0.15%
Indian Bank 0.15%
Mankind Pharma Limited 0.15%
Vishal Mega Mart Limited 0.15%
Siemens Energy India Limited 0.15%
KEI Industries Limited 0.14%
NHPC Limited 0.14%
Hindustan Zinc Limited 0.14%
360 One WAM Limited 0.14%
Ather Energy Limited 0.14%
IPCA Laboratories Limited 0.14%
Piramal Finance Limited 0.14%
Sterlite Technologies Limited 0.14%
NMDC Limited 0.14%
Billionbrains Garage Ventures Ltd 0.14%
Steel Authority of India Limited 0.14%
Biocon Limited 0.13%
Lloyds Metals And Energy Limited 0.13%
Havells India Limited 0.13%
MRF Limited 0.13%
Oracle Financial Services Software Limited 0.13%
Tube Investments Of India Limited 0.13%
Prestige Estates Projects Limited 0.13%
RBL Bank Limited 0.13%
Delhivery Limited 0.13%
Oil India Limited 0.13%
Voltas Limited 0.13%
Redington Limited 0.13%
Torrent Power Limited 0.12%
Jindal Stainless Limited 0.12%
Ambuja Cements Limited 0.12%
Colgate Palmolive (India) Limited 0.12%
HFCL Limited 0.12%
Gland Pharma Limited 0.12%
Page Industries Limited 0.12%
Waaree Energies Limited 0.12%
L&T Finance Limited 0.12%
Central Depository Services (India) Limited 0.12%
Dabur India Limited 0.12%
Supreme Industries Limited 0.12%
Godrej Properties Limited 0.11%
City Union Bank Limited 0.11%
Mahindra & Mahindra Financial Services Limited 0.11%
Petronet LNG Limited 0.11%
UNO Minda Limited 0.11%
JSW Infrastructure Ltd 0.11%
Kalyan Jewellers India Limited 0.11%
JK Cement Limited 0.11%
Sai Life Sciences Limited 0.11%
PNB Housing Finance Limited 0.11%
Cupid Limited 0.11%
Coromandel International Limited 0.11%
Meesho Ltd 0.11%
Oberoi Realty Limited 0.11%
Sansera Engineering Limited 0.10%
Krishna Institute Of Medical Sciences Limited 0.10%
Blue Star Limited 0.10%
Tata Communications Limited 0.10%
Anand Rathi Wealth Limited 0.10%
Nippon Life India Asset Management Limited 0.10%
Kirloskar Oil Engines Limited 0.10%
Exide Industries Limited 0.10%
PI Industries Limited 0.10%
Aster DM Quality Care Limited 0.10%
Gujarat Fluorochemicals Limited 0.10%
Neuland Laboratories Limited 0.10%
ITC Hotels Limited 0.10%
ICICI Prudential Asset Management Company Limited 0.10%
Hindustan Copper Limited 0.10%
Tata Capital Limited 0.09%
Jubilant Foodworks Limited 0.09%
TD Power Systems Ltd 0.09%
Angel One Limited 0.09%
Indian Railway Finance Corporation Limited 0.09%
ICICI Prudential Life Insurance Company Limited 0.09%
LG Electronics India Ltd 0.09%
Bandhan Bank Limited 0.09%
Wockhardt Limited 0.09%
Manappuram Finance Limited 0.09%
Aegis Logistics Limited 0.09%
SBI Cards and Payment Services Limited 0.09%
Acutaas Chemicals Limited 0.09%
Balkrishna Industries Limited 0.09%
MTAR Technologies Limited 0.09%
Astral Limited 0.09%
Ajanta Pharma Limited 0.09%
Adani Total Gas Limited 0.09%
Bank of Maharashtra 0.08%
Computer Age Management Services Limited 0.08%
Mazagon Dock Shipbuilders Limited 0.08%
Himadri Speciality Chemical Limited 0.08%
LIC Housing Finance Limited 0.08%
Poonawalla Fincorp Limited 0.08%
Motilal Oswal Financial Services Limited 0.08%
Bank of India 0.08%
Craftsman Automation Limited 0.08%
Schaeffler India Limited 0.08%
Kalpataru Projects International Limited 0.08%
Dr. Lal Path Labs Limited 0.08%
The Great Eastern Shipping Company Limited 0.08%
Container Corporation of India Limited 0.08%
AIA Engineering Limited 0.08%
Amber Enterprises India Limited 0.08%
Authum Investment And Infrastructure Limited 0.08%
Carborundum Universal Limited 0.08%
Abbott India Limited 0.07%
IIFL Finance Limited 0.07%
Syrma SGS Technology Ltd 0.07%
Indian Railway Catering And Tourism Corporation Limited 0.07%
Cholamandalam Financial Holdings Limited 0.07%
PTC Industries Ltd 0.07%
Crompton Greaves Consumer Electricals Limited 0.07%
Dalmia Bharat Limited 0.07%
Nuvama Wealth Management Ltd 0.07%
Linde India Limited 0.07%
HDB Financial Services Limited 0.07%
General Insurance Corporation of India 0.07%
Thermax Limited 0.07%
Elgi Equipments Limited 0.07%
Apollo Tyres Limited 0.07%
Data Patterns (India) Limited 0.07%
Berger Paints (I) Limited 0.07%
Piramal Pharma Limited 0.07%
Cochin Shipyard Limited 0.07%
Premier Energies Limited 0.07%
Patanjali Foods Limited 0.07%
Star Health And Allied Insurance Company Limited 0.07%
Granules India Limited 0.07%
Cartrade Tech Limited 0.06%
Narayana Hrudayalaya Limited 0.06%
K.P.R. Mill Limited 0.06%
Tata Technologies Ltd 0.06%
Global Health Limited 0.06%
Onesource Specialty Pharma Limited 0.06%
Asahi India Glass Limited 0.06%
GlaxoSmithKline Pharmaceuticals Limited 0.06%
Rail Vikas Nigam Limited 0.06%
Timken India Limited 0.06%
KFin Technologies Limited 0.06%
Finolex Cables Limited 0.06%
Kaynes Technology India Limited 0.06%
CRISIL Limited 0.06%
Bharti Hexacom Limited 0.06%
The Ramco Cements Limited 0.06%
Home First Finance Company India Limited 0.06%
Brigade Enterprises Limited 0.06%
Tata Elxsi Limited 0.06%
ZF Commercial Vehicle Control Systems India Limited 0.06%
Sammaan Capital Limited 0.06%
Deepak Nitrite Limited 0.05%
Aditya Infotech Limited 0.05%
Bharat Dynamics Limited 0.05%
Indraprastha Gas Limited 0.05%
Kajaria Ceramics Limited 0.05%
Five Star Business Finance Limited 0.05%
AWL Agri Business Limited 0.05%
Aarti Industries Limited 0.05%
Sagility Limited 0.05%
Pine Labs Limited 0.05%
Affle 3i Limited 0.05%
Tata Chemicals Limited 0.05%
Capri Global Capital Limited 0.05%
Castrol India Limited 0.05%
NLC India Limited 0.05%
Atul Limited 0.05%
Endurance Technologies Limited 0.05%
Anthem Biosciences Limited 0.05%
Amara Raja Energy & Mobility Ltd 0.05%
Inventurus Knowledge Solutions Limited 0.05%
Anant Raj Limited 0.05%
Usha Martin Limited 0.05%
Bajaj Housing Finance Limited 0.05%
Belrise Industries Ltd. 0.05%
Deepak Fertilizers and Petrochemicals Corporation Limited 0.05%
Escorts Kubota Limited 0.05%
HBL Engineering Limited 0.05%
Net web Technologies India Limited 0.05%
L&T Technology Services Limited 0.05%
Indian Renewable Energy Development Agency Limited 0.05%
PVR INOX Limited 0.05%
Jyoti CNC Automation Ltd 0.05%
Acme Solar Holdings Ltd 0.05%
NTPC Green Energy Limited 0.05%
Motherson Sumi Wiring India Limited 0.05%
Cyient Limited 0.04%
Indian Energy Exchange Limited 0.04%
Engineers India Limited 0.04%
Ola Electric Mobility Ltd 0.04%
CESC Limited 0.04%
Azad Engineering Ltd 0.04%
Aptus Value Housing Finance India Limited 0.04%
R R Kabel Limited 0.04%
United Breweries Limited 0.04%
Housing & Urban Development Corporation Limited 0.04%
KPIT Technologies Limited 0.04%
SPR Auto Technologies Ltd 0.04%
Force Motors Limited 0.04%
Emcure Pharmaceuticals Ltd 0.04%
NBCC (India) Limited 0.04%
Firstsource Solutions Limited 0.04%
Tata Investment Corporation Limited 0.04%
PG Electroplast Limited 0.04%
Gabriel India Limited 0.04%
Nava Limited 0.04%
Godfrey Phillips India Limited 0.04%
BEML Limited 0.04%
Balrampur Chini Mills Limited 0.04%
Shyam Metalics and Energy Limited 0.04%
Emami Limited 0.04%
Natco Pharma Limited 0.04%
eClerx Services Limited 0.04%
Zen Technologies Limited 0.04%
Honeywell Automation India Limited 0.04%
Jaiprakash Power Ventures Limited 0.04%
Hexaware Technologies Limited 0.04%
Aditya Birla Sun Life AMC Limited 0.04%
PhysicsWallah Limited 0.04%
Ramkrishna Forgings Limited 0.04%
Cohance Lifesciences Limited 0.04%
ACC Limited 0.04%
CCL Products (India) Limited 0.04%
Welspun Living Limited 0.04%
EID Parry India Limited 0.04%
Vijaya Diagnostic Centre Limited 0.04%
Schneider Electric Infrastructure Limited 0.04%
Syngene International Limited 0.04%
CreditAccess Grameen Limited 0.04%
Chennai Petroleum Corporation Limited 0.04%
IRB Infrastructure Developers Limited 0.04%
CEAT Limited 0.04%
Zee Entertainment Enterprises Limited 0.04%
Whirlpool of India Limited 0.04%
Inox Wind Limited 0.03%
Paradeep Phosphates Limited 0.03%
Cemindia Projects Ltd 0.03%
Titagarh Rail Systems Limited 0.03%
Rainbow Childrens Medicare Limited 0.03%
Jindal Saw Ltd 0.03%
Poly Medicure Limited 0.03%
Garden Reach Shipbuilders & Engineers Limited 0.03%
Honasa Consumer Limited 0.03%
Triveni Turbine Limited 0.03%
Choice International Limited 0.03%
The Jammu & Kashmir Bank Limited 0.03%
Chambal Fertilizers & Chemicals Limited 0.03%
Can Fin Homes Limited 0.03%
Thangamayil Jewellery Limited 0.03%
Mahanagar Gas Limited 0.03%
Sun TV Network Limited 0.03%
EIH Limited 0.03%
Aditya Birla Real Estate Limited 0.03%
TBO Tek Limited 0.03%
PCBL Chemical Limited 0.03%
Rubicon Research Limited 0.03%
Reliance Power Limited 0.03%
Gillette India Limited 0.03%
Aether Industries Limited 0.03%
Vedanta Oil and Gas Ltd 0.03%
Minda Corporation Limited 0.03%
Vedanta Power Ltd 0.03%
Intellect Design Arena Limited 0.03%
Devyani International Limited 0.03%
LT Foods Limited 0.03%
Jubilant Ingrevia Limited 0.03%
Urban Company Ltd 0.03%
Vedanta Iron And Steel Limited 0.03%
Godawari Power and Ispat Ltd 0.03%
Caplin Point Laboratories Limited 0.03%
Sobha Limited 0.03%
Vardhman Textiles Limited 0.03%
Sumitomo Chemical India Limited 0.03%
Canara HSBC Life Insurance company Ltd 0.03%
Central Bank of India 0.03%
NCC Limited 0.03%
Tenneco Clean Air India Limited 0.03%
Lemon Tree Hotels Limited 0.03%
Graphite India Limited 0.03%
Action Construction Equipment Limited 0.03%
Techno Electric & Engineering Company Limited 0.03%
Indiamart Intermesh Limited 0.03%
JM Financial Limited 0.03%
Zydus Wellness Ltd 0.03%
CIE Automotive India Limited 0.03%
KEC International Limited 0.03%
Aavas Financiers Limited 0.03%
Zensar Technologies Limited 0.03%
Privi Speciality Chemicals Limited 0.02%
NMDC Steel Limited 0.02%
Aadhar Housing Finance Limited 0.02%
Fertilizers and Chemicals Travancore Limited 0.02%
Doms Industries Limited 0.02%
Inox India Limited 0.02%
Olectra Greentech Limited 0.02%
IDBI Bank Limited 0.02%
IFCI Limited 0.02%
Gravita India Limited 0.02%
Shipping Corporation Of India Limited 0.02%
Sarda Energy and Minerals Limited 0.02%
Concord Biotech Limited 0.02%
Birlasoft Limited 0.02%
Kirloskar Brothers Limited 0.02%
KSB Limited 0.02%
Godrej Industries Limited 0.02%
Emmvee Photovoltaic Power Limited 0.02%
JK Tyre & Industries Limited 0.02%
Aegis Vopak Terminals Limited 0.02%
SJVN Limited 0.02%
Gujarat Mineral Development Corporation Limited 0.02%
Brainbees Solutions Ltd 0.02%
Elecon Engineering Company Limited 0.02%
Clean Max Enviro Energy Solutions Limited 0.02%
Tejas Networks Limited 0.02%
The New India Assurance Company Limited 0.02%
Bata India Limited 0.02%
Swan Corp Limited 0.02%
HEG Graphite Ltd 0.02%
Afcons Infrastructure Limited 0.02%
Allied Blenders And Distillers Limited 0.02%
IRCON International Limited 0.02%
Black Box Limited 0.02%
Clean Science and Technology Limited 0.02%
UTI Asset Management Company Limited 0.02%
JSW Cement Limited 0.02%
Fractal Analytics Ltd 0.02%
Anupam Rasayan India Limited 0.02%
Tega Industries Limited 0.02%
Nuvoco Vistas Corporation Limited 0.02%
International Gemological Institute Limited 0.02%
Jupiter Wagons Limited 0.02%
Prime Focus Limited 0.02%
Mangalore Refinery and Petrochemicals Limited 0.02%
Transformers And Rectifiers (India) Limited 0.02%
Signatureglobal (India) Limited 0.01%
Avanti Feeds Limited 0.01%
Trident Limited 0.01%
RITES Limited 0.01%
UCO Bank 0.01%
BLS International Services Limited 0.01%
RHI Magnesita India Limited 0.01%
ITI Limited 0.01%
RailTel Corporation of India Limited 0.01%
Central Mine Planning & Design Institute Limited 0.01%
JBM Auto Limited 0.01%
The India Cements Limited 0.01%
Jain Resource Recycling Limited 0.01%
HEG Advanced Materials Ltd 0.01%
Tata Teleservices (Maharashtra) Limited 0.01%
Gallantt Ispat Limited 0.01%
Bharat Coking Coal Limited 0.01%
MMTC Limited 0.00%
Indian Overseas Bank 0.02%
Bagmane Prime Office REIT 0.03%
Brookfield India Real Estate Trust 0.12%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.50%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.5
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
0.96%
Expense Ratio (Direct)
0.23%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 Index TRI

Exit Load

Charges that may apply when you redeem units

1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?