56
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
2.7%
+0.0% vs index
3 Years
11.4%
-0.0% vs index
5 Years
10.3%
-0.0% vs index
Since launch
15.2%
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
-1.9%+0.0% vs index
Why this score
Motilal Oswal Nifty 500 Index scores 56/100 — #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 return11.38% · 25th percentile in category
Fund size3086.70 Cr · 96th percentile in category
Expense ratio0.21% · 88th percentile in category
Sharpe ratio0.34 · 77th percentile in category
Sortino ratio0.47 · 77th percentile in category
Volatility14.26 · 41st percentile in category
Top holdings
1.HDFC Bank Ltd5.71%
2.ICICI Bank Ltd5.13%
3.Reliance Industries Ltd4.41%
4.Bharti Airtel Ltd2.99%
5.Larsen & Toubro Ltd2.3%
500 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.