Should I invest in Motilal Oswal S&P 500 Index Fund Growth?

We don't give personal investment advice. Motilal Oswal S&P 500 Index Fund - Direct Plan Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 19.17%.

Motilal Oswal

Motilal Oswal S&P 500 Index Fund - Direct Plan Growth

Latest NAV

₹33.4234

As of

2 Jun 2026

1,502 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.42%	+0.27%	+0.14	103 / 353	Q2
1W	+0.76%	-0.97%	+1.73	11 / 353	Q1
2W	+2.11%	+0.26%	+1.85	14 / 353	Q1
1M	+5.89%	-0.26%	+6.15	10 / 351	Q1
3M	+15.17%	+0.41%	+14.76	5 / 341	Q1
6M	+18.11%	-1.84%	+19.96	2 / 332	Q1
YTD	+17.81%	-2.06%	+19.87	2 / 333	Q1
1Y	+43.29%	+1.97%	+41.32	2 / 306	Q1
2Y	+28.64%	+4.21%	+24.43	2 / 205	Q1
3Y	+28.08%	+11.24%	+16.84	3 / 168	Q1
4Y	+22.76%	+12.60%	+10.16	2 / 77	Q1
5Y	+19.17%	+10.98%	+8.19	1 / 38	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+22.20%	+6.44%	+15.76	9 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+17.81%	-2.11%	+19.91	2 / 331
2025	+22.30%	+6.05%	+16.25	5 / 260
2024	+27.03%	+14.12%	+12.91	20 / 180
2023	+25.83%	+21.09%	+4.74	50 / 130
2022	-9.81%	+1.94%	-11.74	49 / 51
2021	+29.21%	+26.80%	+2.41	4 / 25
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.78%

63 windows

min -10.0% · max 43.3%

86% positive

3-Year rolling

+17.08%

38 windows

min 8.5% · max 28.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+18.05%

14 windows

min 16.2% · max 19.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.49%

3-year · annualised

Sharpe ratio

1.54

vs risk-free 6.5%

Sortino ratio

3.54

Downside-only deviation

Max drawdown

-19.37%

Feb 2025 → Apr 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
Bandhan BSE Healthcare Index Fund Direct Plan - Growth	Bandhan	₹10.7220	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
DSP BSE SENSEX Next 30 Index Fund - Direct - Growth	DSP	₹12.0470	3 Jun 2026
Baroda BNP Paribas Nifty 50 Index Fund - Direct Plan - Growth option	Baroda BNP Paribas	₹10.9961	3 Jun 2026
Axis BSE India Sectors Leaders Index Fund- Direct Plan- Growth Option	Axis	₹9.2655	3 Jun 2026
ANGEL ONE NIFTY 50 INDEX FUND-DIRECT-GROWTH		₹9.5940	3 Jun 2026
Bajaj Finserv Nifty 50 Index Fund - Direct - Growth	Bajaj Finserv	₹9.5160	3 Jun 2026
Birla Sun Life Index Fund-Plan A (Dividend)	Birla Sun Life	₹23.7681	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹33.4234
1 Jun 2026	₹33.2845
29 May 2026	₹33.2013
27 May 2026	₹33.1792
26 May 2026	₹33.1706
25 May 2026	₹32.8158
22 May 2026	₹32.9748
21 May 2026	₹33.0276
20 May 2026	₹33.1818
19 May 2026	₹32.7330

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of Motilal Oswal S&P 500 Index Fund - Direct Plan Growth is ₹33.4234. It's a Index Fund from Motilal Oswal, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal S&P 500 Index Fund - Direct Plan Growth has NAV history starting from 29 Apr 2020, a track record of about 6 years 1 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal S&P 500 Index Fund - Direct Plan Growth is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal S&P 500 Index Fund - Direct Plan Growth has delivered a absolute return of 43.29% — +41.32 pp ahead of the Index Fund category average of 1.97%. The fund ranks #2 of 306 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Motilal Oswal S&P 500 Index Fund - Direct Plan Growth has delivered a CAGR of 28.08% — +16.84 pp ahead of the Index Fund category average of 11.24%. The fund ranks #3 of 168 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Motilal Oswal S&P 500 Index Fund - Direct Plan Growth has delivered a CAGR of 19.17% — +8.19 pp ahead of the Index Fund category average of 10.98%. The fund ranks #1 of 38 in its category — the top (Q1) quartile.

₹1 lakh invested in Motilal Oswal S&P 500 Index Fund - Direct Plan Growth exactly 5 years ago would be worth approximately ₹240,382 today — a multiplier of 2.40×, based on the 5-year CAGR of 19.17%. The category average over the same window would have grown ₹1 lakh to ₹168,381.

A ₹10,000 monthly SIP in Motilal Oswal S&P 500 Index Fund - Direct Plan Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,097,616 today. That's an XIRR (money-weighted annualised return) of 24.39%.

Motilal Oswal S&P 500 Index Fund - Direct Plan Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹1,097,616 — XIRR 24.39%.

On a 5-year basis, Motilal Oswal S&P 500 Index Fund - Direct Plan Growth ranks #1 out of 38 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.98%; this fund delivered 19.17%.

The worst peak-to-trough decline Motilal Oswal S&P 500 Index Fund - Direct Plan Growth has experienced over the last 5-year window is 19.91% — its NAV fell from a high on 16 Dec 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal S&P 500 Index Fund - Direct Plan Growth averaged 18.05% (best 19.40%, worst 16.20%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.83 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal S&P 500 Index Fund - Direct Plan Growth returned 22.30% — beating the Index Fund category average of 6.05% by 16.25 pp. It ranked #5 of 260 in its category that year.

Motilal Oswal S&P 500 Index Fund - Direct Plan Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal S&P 500 Index Fund - Direct Plan Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 19.17%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.