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Motilal Oswal Nifty 500 Index Fund

An open ended scheme replicating / tracking Nifty 500 Index

  • investedProple:70,493

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_NT.svg

  • dateAsOn:31 Mar 2026

  • schDetail:

    • cmotsGroupCode: MO40784

    • exitLoad:

      1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment. Exit Load will be applicable on switch-options 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.

    • sebiCategory: Index Fund

    • CMOTSAMCCode: 38442

    • nfoStartDate: 18-Aug-2019

    • schemeName: Motilal Oswal Nifty 500 Index Fund

    • exitLoadShort: 1% < 15 days

    • dateOfAllotment: 2019-09-06

    • fundCategoryCode: IF

    • schcode: NT

  • minamount:

    • 0:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GD

    • 1:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GP

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:multi-cap-fund
    • 2: motilal-oswal-amc:index-funds

  • planList:

    • 0:

      • optionCode: G
      • groupedCode: GDG
      • planNameOriginal: Direct Growth
      • planCode: GD
      • sixth_char_name: D
      • optionName: Growth
      • groupedName: Direct Growth
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01957
      • amfi_schcode: 147625
      • cmt_schcode: 40785

    • 1:

      • optionCode: G
      • groupedCode: GPG
      • planNameOriginal: Regular Growth
      • planCode: GP
      • sixth_char_name: R
      • optionName: Growth
      • groupedName: Regular-Growth
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01940
      • amfi_schcode: 147626
      • cmt_schcode: 40784

    • 2:

      • optionCode: R
      • groupedCode: DPR
      • planNameOriginal: Regular Reinvestment
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Reinvestment
      • groupedName: Regular IDCW Reinvestment
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment

    • 3:

      • optionCode: D
      • groupedCode: DPD
      • planNameOriginal: Regular Payout
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Payout
      • groupedName: Regular IDCW Payout
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • optionCode: D
      • groupedCode: PDD
      • planNameOriginal: Direct Payout
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Payout
      • groupedName: Direct IDCW Payout
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionCode: D
      • groupedCode: PDR
      • planNameOriginal: Direct Reinvestment
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Reinvestment
      • groupedName: Direct IDCW Reinvestment
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • nav:

    • 0:

      • latnav: 23.868
      • optioncode: G
      • plancode: GD
      • prodcode: NTGD
      • nav_date: 30-Apr-2026
      • nav_amount: 26.3765
      • recdt: 30-Apr-2026
      • navchng: -0.22
      • navchngper: -0.82

    • 1:

      • latnav: 22.8363
      • optioncode: G
      • plancode: GP
      • prodcode: NTGP
      • nav_date: 30-Apr-2026
      • nav_amount: 25.2198
      • recdt: 30-Apr-2026
      • navchng: -0.21
      • navchngper: -0.82

  • returns:

    • 0:

      • oneYear_Ret: -3.0
      • oneYear_marketValue: 9699.797209703049
      • threeYear_Ret: 12.9
      • threeYear_marketValue: 14392.358807993342
      • fiveYear_Ret: 11.47
      • fiveYear_marketValue: 17212.45862389754
      • inception_Ret: 14.16
      • inception_marketValue: 23868.0
      • latNavDate: 2026-03-31
      • prodcode: NTGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 147625
      • cmt_schcode: 40785
      • isin: INF247L01957

    • 1:

      • oneYear_Ret: -3.71
      • oneYear_marketValue: 9629.068982965087
      • threeYear_Ret: 12.12
      • threeYear_marketValue: 14094.045473621843
      • fiveYear_Ret: 10.72
      • fiveYear_marketValue: 16637.015342920837
      • inception_Ret: 13.39
      • inception_marketValue: 22836.3
      • latNavDate: 2026-03-31
      • prodcode: NTGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 147626
      • cmt_schcode: 40784
      • isin: INF247L01940

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Historical Performance

CAGR

planList:

  • 0:

    • optionCode: G
    • groupedCode: GDG
    • planNameOriginal: Direct Growth
    • planCode: GD
    • sixth_char_name: D
    • optionName: Growth
    • groupedName: Direct Growth
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01957
    • amfi_schcode: 147625
    • cmt_schcode: 40785

  • 1:

    • optionCode: G
    • groupedCode: GPG
    • planNameOriginal: Regular Growth
    • planCode: GP
    • sixth_char_name: R
    • optionName: Growth
    • groupedName: Regular-Growth
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01940
    • amfi_schcode: 147626
    • cmt_schcode: 40784

  • 2:

    • optionCode: R
    • groupedCode: DPR
    • planNameOriginal: Regular Reinvestment
    • planCode: DP
    • sixth_char_name: R
    • optionName: IDCW Reinvestment
    • groupedName: Regular IDCW Reinvestment
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment

  • 3:

    • optionCode: D
    • groupedCode: DPD
    • planNameOriginal: Regular Payout
    • planCode: DP
    • sixth_char_name: R
    • optionName: IDCW Payout
    • groupedName: Regular IDCW Payout
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 4:

    • optionCode: D
    • groupedCode: PDD
    • planNameOriginal: Direct Payout
    • planCode: PD
    • sixth_char_name: D
    • optionName: IDCW Payout
    • groupedName: Direct IDCW Payout
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • optionCode: D
    • groupedCode: PDR
    • planNameOriginal: Direct Reinvestment
    • planCode: PD
    • sixth_char_name: D
    • optionName: IDCW Reinvestment
    • groupedName: Direct IDCW Reinvestment
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • returns:

    • 0:

      • oneYear_Ret: -3.0
      • oneYear_marketValue: 9699.797209703049
      • threeYear_Ret: 12.9
      • threeYear_marketValue: 14392.358807993342
      • fiveYear_Ret: 11.47
      • fiveYear_marketValue: 17212.45862389754
      • inception_Ret: 14.16
      • inception_marketValue: 23868.0
      • latNavDate: 2026-03-31
      • prodcode: NTGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 147625
      • cmt_schcode: 40785
      • isin: INF247L01957

    • 1:

      • oneYear_Ret: -3.71
      • oneYear_marketValue: 9629.068982965087
      • threeYear_Ret: 12.12
      • threeYear_marketValue: 14094.045473621843
      • fiveYear_Ret: 10.72
      • fiveYear_marketValue: 16637.015342920837
      • inception_Ret: 13.39
      • inception_marketValue: 22836.3
      • latNavDate: 2026-03-31
      • prodcode: NTGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 147626
      • cmt_schcode: 40784
      • isin: INF247L01940

  • bmCode: 2009

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Periodic Returns

Data as on 31 Mar 2026

CAGR
Current value of Investment of ₹10,000

Date of inception: 6-Sep-2019. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. Mr. Swapnil Mayekar is the Fund Manager since inception and Mr. Dishant Mehta, managing this fund since 15-Oct-2024 (Data as on 30th November 2024)

See other funds managed by the Fund Manager

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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

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Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • trackingerror:0.1 (Annualised)

  • methodology:

    1. Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the investors. Therefore, sale or subscription price = Applicable NAV (for respective plan and option of the scheme)

      Example: An investor invests Rs. 10,000/- and the current NAV is Rs. 10/- then the purchase price will be Rs. 10/- and the investor receives 10,000/10 = 1000 units
    2. Methodology of calculating repurchase price of units: Repurchase or redemption price is the price or NAV at which an open-ended scheme purchases or redeems its units from the investors. It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the "Applicable NAV" to calculate the repurchase price. Therefore, repurchase or redemption price = Applicable NAV * (1- Exit Load, if any)

      Example: If the applicable NAV is Rs. 10 and a 2% exit load is charged, the redemption price per unit will be calculated as follows: = Rs. 10 * (1-0.02) = Rs. 10 * (0.98) = Rs. 9.80

  • indexMethodology:

    Index Methodology: Click here

    Historic Changes in Index Constituents: Click here

  • investmentObjective:

    The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment. Exit Load will be applicable on switch-options 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.

  • aum:

    • 0:

      • latestAum: 2638.868
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: NTGD

    • 1:

      • latestAum: 2638.868
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: NTGP

  • portfolioTurnoverRatio: 0.09

  • planList:

    • 0:

      • optionCode: G
      • groupedCode: GDG
      • planNameOriginal: Direct Growth
      • planCode: GD
      • sixth_char_name: D
      • optionName: Growth
      • groupedName: Direct Growth
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01957
      • amfi_schcode: 147625
      • cmt_schcode: 40785

    • 1:

      • optionCode: G
      • groupedCode: GPG
      • planNameOriginal: Regular Growth
      • planCode: GP
      • sixth_char_name: R
      • optionName: Growth
      • groupedName: Regular-Growth
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01940
      • amfi_schcode: 147626
      • cmt_schcode: 40784

    • 2:

      • optionCode: R
      • groupedCode: DPR
      • planNameOriginal: Regular Reinvestment
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Reinvestment
      • groupedName: Regular IDCW Reinvestment
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment

    • 3:

      • optionCode: D
      • groupedCode: DPD
      • planNameOriginal: Regular Payout
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Payout
      • groupedName: Regular IDCW Payout
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • optionCode: D
      • groupedCode: PDD
      • planNameOriginal: Direct Payout
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Payout
      • groupedName: Direct IDCW Payout
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionCode: D
      • groupedCode: PDR
      • planNameOriginal: Direct Reinvestment
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Reinvestment
      • groupedName: Direct IDCW Reinvestment
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • benchmark: Nifty 500 Index TRI

  • expenseRatioDirect: 0.17%

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-03-31
      • latnav: 33655.43
      • oneYear_Ret: -3.989977771489084
      • threeYear_Ret: 10.028662063667305
      • fiveYear_Ret: 10.011430391484488
      • inception_Ret: 12.712133563035867
      • bmcode: 2006.0

    • 1:

      • type: BM
      • groupName: Nifty 500 TRI (PRIMARY)
      • latNavDate: 2026-03-31
      • latnav: 32813.14
      • oneYear_Ret: -2.883960842392874
      • threeYear_Ret: 13.218822650299899
      • fiveYear_Ret: 11.882251247685073
      • inception_Ret: 14.651307528518466
      • bmcode: 2009.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

2638.868

2026-03-31T00:00:00

Portfolio Turnover Ratio

0.09

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 Index TRI

Total Expense Ratio

0.17%

Inception date

2026-03-31

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • cmotsGroupCode: MO40784

    • exitLoad:

      1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment. Exit Load will be applicable on switch-options 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.

    • sebiCategory: Index Fund

    • CMOTSAMCCode: 38442

    • nfoStartDate: 18-Aug-2019

    • schemeName: Motilal Oswal Nifty 500 Index Fund

    • exitLoadShort: 1% < 15 days

    • dateOfAllotment: 2019-09-06

    • fundCategoryCode: IF

    • schcode: NT

  • fundManager:

    • 0:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • fundManagerName: Swapnil Mayekar

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • type: MF

      • designation: Fund Manager

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • fundManagerName: Rakesh Shetty

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • type: MF

      • designation: Fund Manager/Dealer

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • description:

        Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Prior to joining Motilal Oswal Asset Management Company, Mr. Mehta has worked with Emkay Global Financial Services Limited, Anand Rathi Shares & Stock Brokers Limited, Kotak Securities Limited and Angel Broking Limited.

      • fundManagerName: Dishant Mehta

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png

      • type: MF

      • designation: Associate Fund Manager and Passive Dealer

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/dishant-mehta

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Downloads

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Frequently Asked Questions

What is the investment objective of Motilal Oswal Nifty 500 Index fund?

The Scheme seeks investment return that corresponds (before fees and expenses) to the performance of the Nifty 500 Index, subject to tracking error.

How is Nifty 500 Index constructed? How often will the index be rebalanced?

Nifty 500 Index is constructed by selecting the top 500 companies listed on NSE based on full market capitalization. The individual constituents are subsequently assigned weights based on their float-adjusted market capitalization. This index undergoes a rebalancing process twice a year, specifically in the months of March and September.

Is Nifty 500 index fund actively or passively managed?

The Motilal Oswal Nifty 500 Index fund is a passively managed fund aiming to track/replicate the performance of Nifty 500 Index. This strategy allows investors to gain exposure to ~92% of the Indian equity market.

What are the advantages of investing in Motilal Oswal Nifty 500 Index fund?

Broadest Market Exposure: The Nifty 500 index provides exposure to the top 500 companies within a single fund, effectively reflecting India's listed firms and covering more than 90% of India’s listed universe.

Exposure to Large, Mid, and small caps: The Nifty 500 provides a balanced mix of large, mid, and small-cap stocks, with a greater emphasis on large caps. This diversification across market caps helps to participate in the growth potential of companies of various sizes, enhancing overall portfolio diversification.

Well-Diversified Portfolio: The Fund offers exposure across 21 sectors of the Indian economy. The top 10 stocks account for 37.5% holding in the index indicating lower stock concentration. The balanced distribution on stock & sector level helps reduce concentration risk.

Which is a better investment, NIFTY 50 or NIFTY 500 Index fund?

The primary distinction lies in the number of constituents: Nifty 50 comprises 50 companies, while Nifty 500 encompasses 500 companies making the Nifty 500 more diversified index. While Nifty 50 exclusively includes large-cap stocks, Nifty 500 covers the spectrum of large, mid, and small-cap stocks.

Nifty 50 encompasses 14 sectors, whereas Nifty 500 spans across 21 sectors*. Therefore, for investors seeking broader exposure and a comprehensive India-focused investment strategy, Nifty 500 can be a preferable choice, presenting broader sector coverage and a diversified portfolio in comparison to the Nifty 50 index.

How can an investor invest in Nifty 500 Index Fund?

An investor can invest online in Motilal Oswal Nifty 500 Index Fund - like any other Motilal Oswal Mutual fund by visiting motilaloswalmf.com.

Below are the steps to invest in Nifty 500 Index Fund:

Visit Motilal Oswal Mutual Fund website at: https://www.motilaloswalmf.com/
Navigate to the Mutual Funds section and select the Nifty 500 Index Fund
Click on the "Invest" option and choose the desired investment amount and mode (SIP or Lumpsum)
Provide your KYC details (PAN number and bank details) to complete the investment
Alternatively, an investor can also get in touch with his Mutual Fund Distributor or SEBI Registered Intermediary to invest in Motilal Oswal Nifty 500 Index Fund.

What is the tax liability on gains arising out of investing in Nifty 500 Index Fund?

As per Income Tax Act, all domestic equity mutual funds attract taxation of 'Indian Equity' i.e., Equity Taxation. The gains for a holding period of less than one year are treated as short-term capital gains and for more than 1 year is treated as long-term capital gains. It is recommended to consult tax advisors for detailed information.

What is the minimum application amount in Motilal Oswal Nifty 500 Index Fund?

The minimum application amount for the Nifty 500 Index Fund is as follows:
Lumpsum: Rs.500/- and in multiples of Re 1/- thereafter
SIP: Rs. 500 and in multiples of Re 1/- thereafter

Does the Nifty 500 Index fund allow for STP, SIP, and SWP?

Yes! STP's, SIP's and SWP's are allowed for investments in Motilal Oswal Nifty 500 Index Fund.

Is there any entry or exit loads associated with the Nifty 500 Index fund?

There is no entry load applicable In the Motilal Oswal Nifty 500 Index Fund. If redeemed after 15 days from the date of allotment, there is no exit load. However, if redeemed on or before 15 days from the date of allotment, a 1% exit load applies.

Who can invest in the Nifty 500 Index fund?

Investors across all age groups and tax status are allowed to invest in Nifty 500 Index Fund. However, Index funds are usually preferred by risk-averse investors. Before deciding to invest, investors should speak to their financial advisor for advise.

Are there any taxes on dividends received from the Nifty 500 Index fund?

As per Income Tax Act, all domestic equity mutual funds attract taxation of ‘Indian Equity’ i.e., Equity Taxation. The gains for a holding period of less than 1 year are treated as short-term capital gains and for more than 1 year is treated as long-term capital gains. Additionally, it's important to note that this scheme only offers a growth plan and does not provide an Income Distribution Cum Capital Withdrawal plan. It is recommended to consult tax advisors for detailed information.

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