Can I invest in SIP and Lumpsum in Motilal Oswal S&P 500 Index Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Motilal Oswal S&P 500 Index Fund - Direct (G). Minimum lumpsum investment Motilal Oswal S&P 500 Index Fund - Direct (G) is ₹500 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Motilal Oswal S&P 500 Index Fund - Direct (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Motilal Oswal S&P 500 Index Fund - Direct (G) is Motilal Oswal S&P 500 Index Fund - Direct (G) is ₹20.76 as on 2025-04-17.

Which are the biggest stock holdings of Motilal Oswal S&P 500 Index Fund - Direct (G)?

The 5 biggest stock holdings of Motilal Oswal S&P 500 Index Fund - Direct (G) are: Reverse Repo (0.40%), Net CA & Others (0.22%), Vanguard S&P 500 ETF (0.22%), Apple Inc (6.96%), Microsoft Corp (5.82%)

What are the top sectors Motilal Oswal S&P 500 Index Fund - Direct (G) invests in?

A majority of Motilal Oswal S&P 500 Index Fund - Direct (G) 's AUM worth ₹3,462.95 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
AMC
Motilal Oswal S&P 500 Index Fund - Direct (G)

Motilal Oswal S&P 500 Index Fund - Direct (G)

Index Fund

Invest Now

NAV
20.76(-0.14%)
Fund Size (CR)
₹3,462.95
Expense Ratio
0.58
Scheme Type
Passive Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
15.82%

Absolute Return: -13.00%

Annualized Return: 0%

Basic Details

Scheme Manager

Sunil Sawant

Bench Mark

S&P 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	9 April 2025	9538.13	-4.62%	-	4.10%	1087/1092
1 Month	17 March 2025	9159.76	-8.40%	-	4.80%	1063/1068
3 Month	17 January 2025	8695.41	-13.05%	-	-0.00%	973/998
6 Month	17 October 2024	9197.47	-8.03%	-	-3.73%	598/884
1 Year	16 April 2024	10696.70	6.97%	6.97%	7.14%	489/736
3 Year	13 April 2022	13664.99	36.65%	10.92%	11.68%	232/326
5 Year	-	-	0%	-	21.99%	-/-
Since Inception	28 April 2020	20756.30	107.56%	15.82%	7.22%	165/1092

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	2 May 2024	1,20,000	113709.48	-5.24%	-5.24%
3 Year	2 May 2022	3,60,000	429048.88	19.18%	6.02%
5 Year	4 May 2020	6,00,000	813124.07	35.52%	6.27%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.30%

Standard Deviation

0.55%

Beta

0.40%

Sharpe Ratio

0.20%

Treynor's Ratio

3.75%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal S&P 500 Index Fund - Direct (G)	3462.95	-8.40%	-13.05%	-8.03%	6.97%	10.92%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)	43.56	11.28%	8.69%	3.25%	19.34%	-
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW)	43.56	11.28%	8.69%	3.25%	19.34%	-
Motilal Oswal BSE Financials ex Bank 30 Index Fund-Dir (G)	19.54	9.73%	8.35%	1.67%	16.28%	-
Navi Nifty Bank Index Fund - Direct (G)	585.06	12.26%	11.79%	5.74%	15.11%	13.67%
Motilal Oswal Nifty Bank Index Fund - Direct (G)	593.54	12.25%	11.76%	5.76%	15.05%	13.79%

List of Schemes under Motilal Oswal Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Motilal Oswal Multi Cap Fund	Equity	Very High	0%	0	₹3,426.18
Motilal Oswal Large Cap Fund	Equity	Very High	26.52%	0	₹1,919.37
Motilal Oswal Large and Midcap Fund	Equity	Very High	14.2%	5	₹8,712.99
Motilal Oswal Midcap Fund	Equity	Very High	14.79%	5	₹26,028.34
Motilal Oswal Small Cap Fund	Equity	Very High	19.09%	0	₹4,166.58
Motilal Oswal Focused Fund	Equity	Very High	-7.2%	1	₹1,401.01
Motilal Oswal Quant Fund	Equity	Very High	0%	0	₹129.67
Motilal Oswal Manufacturing Fund	Equity	Very High	0%	0	₹702.93
Motilal Oswal Business Cycle Fund	Equity	Very High	0%	0	₹1,751.58
Motilal Oswal Digital India Fund	Equity	Very High	0%	0	₹677.14
Motilal Oswal Innovation Opportunities Fund	Equity	Very High	0%	0	₹142.40
Motilal Oswal Active Momentum Fund	Equity	Very High	0%	0	₹46.20
Motilal Oswal Infrastructure Fund	Equity	Very High	0%	0	₹0.00
Motilal Oswal ELSS Tax Saver Fund	Equity	Very High	10.3%	5	₹3,816.77
Motilal Oswal Liquid Fund	Debt	Moderately Low	6.94%	1	₹988.52
Motilal Oswal Ultra Short Term	Debt	Low	6.59%	1	₹517.05
Motilal Oswal Balance Advantage Fund	Hybrid	Very High	-7.3%	1	₹917.89
Motilal Oswal Multi Asset Fund	Hybrid	Moderately High	-7.86%	1	₹92.17
Motilal Oswal Arbitrage Fund	Hybrid	Low	0%	0	₹590.26
Motilal Oswal Nifty 500 Index Fund	Other	Very High	6.77%	3	₹2,102.31
Motilal Oswal Nifty Bank Index Fund	Other	Very High	15.05%	2	₹593.54
Motilal Oswal Nifty Midcap 150 Index Fund	Other	Very High	6.8%	3	₹1,986.88
Motilal Oswal Nifty Smallcap 250 Index Fund	Other	Very High	1.93%	1	₹791.62
Motilal Oswal Nifty 50 Index Fund	Other	Very High	8.79%	3	₹640.46
Motilal Oswal Nifty Next 50 Index Fund	Other	Very High	3.97%	3	₹307.45
Motilal Oswal S&P 500 Index Fund	Other	Very High	6.97%	0	₹3,462.95
MotilaL Oswal Nifty 200 Momentum 30 Index Fund	Other	Very High	-9.66%	1	₹837.44
Motilal Oswal BSE Low Volatility Index Fund	Other	Very High	3.74%	3	₹104.80
Motilal Oswal BSE Financials ex Bank 30 Index Fund	Other	Very High	16.28%	0	₹19.54
Motilal Oswal BSE Enhanced Value Index Fund	Other	Very High	2.12%	0	₹760.48
Motilal Oswal BSE Quality Index Fund	Other	Very High	0.66%	0	₹43.14
Motilal Oswal Nifty Microcap 250 Index Fund	Other	Very High	5.96%	0	₹1,840.21
Motilal Oswal Nifty India Defence Index Fund	Other	Very High	0%	0	₹2,503.74
Motilal Oswal Nifty 500 Momentum 50 Index Fund	Other	Very High	0%	0	₹537.50
Motilal Oswal Nifty MidSmall Healthcare Index Fund	Other	Very High	0%	0	₹23.50
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund	Other	Very High	0%	0	₹19.17
Motilal Oswal Nifty MidSmall Financial Services Index Fund	Other	Very High	0%	0	₹16.95
Motilal Oswal Nifty MidSmall India Consumption Index Fund	Other	Very High	0%	0	₹14.90
Motilal Oswal Nifty Capital Market Index Fund	Other	Very High	0%	0	₹107.44
Motilal Oswal Nasdaq 100 FOF	Other	Very High	12.68%	0	₹5,339.19
Motilal Oswal Developed Market Ex US ETFs Fund of Funds	Other	Very High	10.99%	0	₹29.12
Motilal Oswal AAP Fund of Fund Aggressive	Other	Very High	10.31%	2	₹74.32
Motilal Oswal AAP Fund of Fund-Conservative	Other	High	11.3%	2	₹44.58
Motilal Oswal 5 Year G-Sec Fund of Fund	Other	Moderately High	11.05%	1	₹32.15
Motilal Oswal Gold and Silver ETFs Fund of Funds	Other	Very High	23.56%	2	₹275.01
Motilal Oswal Flexi Cap Fund	Equity	Very High	16.56%	4	₹12,266.94

News

Motilal Oswal Mutual Fund announces change in Key Personnel
Motilal Oswal Mutual Fund has announced that Mr. Ranjit Sawant has been appointed as an Dealer - Key Personnel Officer on the Board of the Trustee Company with effect from April 11, 2025.
Details of Mr. Ranjit Sawant,
Age: 26 years
Designation: Dealer - Key Personnel
Qualification: Bachelor of Accounting Finance
Master of Advance Accounting and Finance
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Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 21 March 2025

Change in Exit Load:

Name of the Scheme	Existing Load Structure	Revised Exit Load Structure
Motilal Oswal Active Momentum Fund:	1% - If redeemed on or before 3 Months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.	1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.

Name of the Scheme

Existing Load Structure

Revised Exit Load Structure

Motilal Oswal Active Momentum Fund:

1% - If redeemed on or before 3 Months from the date of allotment.

Nil - If redeemed after 3 Months from the date of allotment.

Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

1% - If redeemed on or before 90 days from the date of allotment.

Nil - If redeemed after 90 days from the date of allotment.

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Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the following schemes, with effect from March 11, 2025.

Change in Fund Management Responsibilities:

Name of the Scheme	Existing Structure for Equity Component	Revised Structure for Equity Component
Motilal Oswal Active Momentum Fund	Ajay Khandelwal Varun Sharma	Ajay Khandelwal Varun Sharma Vishal Ashar

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Fund House Details & Investment Objective

Date of Incorporation

15 April 2020

Total AUM (Cr)

₹3462.95

Motilal Oswal S&P 500 Index Fund - Direct (G) is an Index Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 15 April 2020, this fund is managed by Sunil Sawant. With assets under management (AUM) worth ₹3,462.95 (Cr), as of 17 April 2025, Motilal Oswal S&P 500 Index Fund - Direct (G) is categorized as a Index Fund within its segment. The fund has generated a return of 15.82% since its launch.
The current NAV of Motilal Oswal S&P 500 Index Fund - Direct (G) is ₹20.76, as on 17 April 2025. The fund's benchmark index is S&P 500 TRI. You can invest in Motilal Oswal S&P 500 Index Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If redeemed on or before 7 days from the date of allotment. Nil - If redeemed after 7 days from the date of allotment. The fund has generated 10.92% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 0.40% in Debt and 99.60% in cash and cash equivalents.

FAQs

How to Invest in Motilal Oswal S&P 500 Index Fund - Direct (G) Direct Growth?

Motilal Oswal S&P 500 Index Fund - Direct (G) is a popular fund in the Index Fund segment. The fund has generated a return of 15.82% since inception. Looking to invest in Motilal Oswal S&P 500 Index Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal S&P 500 Index Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Motilal Oswal S&P 500 Index Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Motilal Oswal S&P 500 Index Fund - Direct (G) today and reap the benefits of this Index Fund fund!

How much returns has Motilal Oswal S&P 500 Index Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Motilal Oswal S&P 500 Index Fund - Direct (G) has generated annualised return of 6.97%. In the long-term, the fund has generated 10.92% and - in 3 and 5 years respectively. Since its inception, the fund has generated 15.82% returns.

What is the expense ratio of Motilal Oswal S&P 500 Index Fund - Direct (G) Direct Growth?

The expense ratio of Motilal Oswal S&P 500 Index Fund - Direct (G) Direct Growth is 0.58%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Motilal Oswal S&P 500 Index Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Motilal Oswal S&P 500 Index Fund - Direct (G) is ₹3,462.95 (Cr) as of 2025-04-17 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Motilal Oswal S&P 500 Index Fund - Direct (G) Direct Growth?

Redeeming or selling units of Motilal Oswal S&P 500 Index Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Motilal Oswal S&P 500 Index Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Motilal Oswal S&P 500 Index Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).