OtherIndex FundsDirect · Growth
Motilal Oswal S&P 500 Index Fund - Direct Plan Growth
Motilal Oswal · Scheme 148381
₹34.04▲ 1.83%NAV · 2026-08-05
Excellent FundScore
AUM
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Expense ratio
—
3Y CAGR
26.1%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.55% |
| 3 Months | +6.76% |
| 6 Months | +18.36% |
| 1 Year | +33.42% |
| 3 Years (CAGR) | +26.06% |
| 5 Years (CAGR) | +18.06% |
| 10 Years (CAGR) | — |
| Since Launch | +21.90% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns100
Consistency98
Risk-adjusted51
Downside protection82
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +26.1%
- ✓ 3Y CAGR vs category: +17.9% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 93% of windows
- ✓ Max drawdown: -20%
Risk metrics
Sharpe ratio
0.89
Sortino ratio
1.22
Volatility
17.06%
Max drawdown
-19.91%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.