55
Index — Broad MarketHold
Motilal Oswal Nifty 500 Index
Motilal Oswal · Direct–Growth · rank #4 of 14 by Smart Score
Data updated
Trailing returns
1 Year
-7.2%
+0.0% vs index
3 Years
9.0%
-0.0% vs index
5 Years
7.9%
-0.0% vs index
Since launch
13.9%
Year-by-year performance
2021
+30.6%+0.0% vs index
2022
+3.8%+0.0% vs index
2023
+26.5%+0.0% vs index
2024
+15.6%+0.0% vs index
2025
+7.7%+0.0% vs index
2026
-7.8%+0.0% vs index
Why this score
Motilal Oswal Nifty 500 Index scores 55/100 — #4 of 14 Index — Broad Market fund (Hold). It stands out for fund size and expense ratio — beating 96% of peers on fund size. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Index — Broad Market peers — a longer bar beats more of the category.
3Y return9.02% · 25th percentile in category
Fund size3085.94 Cr · 96th percentile in category
Expense ratio0.23% · 88th percentile in category
Sharpe ratio0.22 · 77th percentile in category
Sortino ratio0.30 · 77th percentile in category
Volatility14.40 · 32nd percentile in category
Top holdings
1.HDFC Bank Ltd5.66%
2.ICICI Bank Ltd4.94%
3.Reliance Industries Ltd4.14%
4.Bharti Airtel Ltd2.78%
5.Larsen & Toubro Ltd2.29%
498 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.