Motilal Oswal S&P 500 Index Fund - Regular Plan
Value Research Rating
Our Opinion
Riskometer
Very High
₹31.6585 -1.02%
As on 15-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Motilal Oswal S&P 500 Index Fund - Regular Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Motilal Oswal S&P 500 Index Fund - Regular Plan
|
|
Very High
|
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1.06 |
||
|
|
Very High
|
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1.05 |
|||
|
|
Very High
|
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0.47 |
|||
|
|
Very High
|
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1.47 |
|||
|
|
Very High
|
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0.61 |
Other details of Motilal Oswal S&P 500 Index Fund - Regular Plan
Assets
₹4,365 Cr
Exit Load (Days)
1.00 (7)
Min. Investment (₹)
500
Min. Withdrawal (₹)
500
Min. SIP Investment (₹)
500
Min. No of Cheques
12
About Motilal Oswal S&P 500 Index Fund - Regular Plan
Motilal Oswal S&P 500 Index Fund - Regular Plan is a equity mutual fund scheme of Motilal Oswal Mutual Fund. Launched on April 28, 2020, it is currently managed by Swapnil P Mayekar, Rakesh Shetty and Dishant Mehta. The fund has an expense ratio of 1.06% with an overall AUM (Assets Under Management) of ₹4,365 Cr.
Motilal Oswal S&P 500 Index Fund - Regular Plan invests mainly in the shares of foreign companies listed outside India. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error.
Suitability
International funds are suitable for investors:
- Seeking exposure in shares of foreign companies for diversification
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
- Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Capital Gains Taxation
- If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Motilal Oswal S&P 500 Index Fund - Regular Plan
FAQ for Motilal Oswal S&P 500 Index Fund - Regular Plan
How to Invest in Motilal Oswal S&P 500 Index Fund - Regular Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Motilal Oswal S&P 500 Index Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Motilal Oswal S&P 500 Index Fund - Regular Plan can be bought from the Motilal Oswal Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Motilal Oswal S&P 500 Index Fund - Regular Plan Today?
The latest declared NAV of Motilal Oswal S&P 500 Index Fund - Regular Plan, is ₹31.6585 as of 19-May-2026.
What are the top holdings of Motilal Oswal S&P 500 Index Fund - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
7.81
|
|
|
6.42
|
|
|
4.88
|
|
|
4.17
|
|
|
3.61
|
What is the return of Motilal Oswal S&P 500 Index Fund - Regular Plan in the last 5 years?
Over the past five years, Motilal Oswal S&P 500 Index Fund - Regular Plan has delivered an annualised return of 18.46% as of 19-May-2026.
What is the minimum investment required in Motilal Oswal S&P 500 Index Fund - Regular Plan?
The minimum investment required to start investing in Motilal Oswal S&P 500 Index Fund - Regular Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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