What is Nifty 500 Index?

Nifty 500 Index represents the top 500 companies in India that cover more than 90% of India’s listed market cap. This index offers a dynamic mix of Large, Mid and Smallcap stocks across all 21 sectors of the Indian economy. This broad market coverage offers wider Indian equity exposure when compared to the Nifty 50 Index.

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Source/Disclaimer : Data as of close of 30-June-2023. India’s Listed Universe Total Mcap www.bseindia.com; Nifty 500 Index Companies – NSE. The information / data herein alone is not sufficient and should not be used for implementation of an investment strategy. The table/charts mentioned above are used to explain the concept and is for illustration purpose only It should not be construed as an investment advice to any party.

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on a growth Trajectory

Favorable macroeconomic conditions and policy reforms have set the course for Bharat to become the world’s 3rd largest economy by 2027. The Nifty 500 index might be the best bet on Bharat’s promising growth story

Source/Disclaimer : IMF World Economic Outlook, SBI Research. The information / data herein alone is not sufficient and should not be used for implementation of an investment strategy. The table/charts mentioned above are used to explain the concept and is for illustration purpose only It should not be construed as an investment advice to any party.

5 Reasons to Choose Nifty 500 Index over Nifty 50 Index

Better long-term returns

Lesser long-term volatility

High market coverage

Wider size coverage

Efficient diversification

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Nifty 500 has delivered higher returns than Nifty 50 since June 1999

Nifty 500 Index offered better historical long-term returns

Over the last 24 year, Nifty 500 has grown by 30x while Nifty 50 has grown 22X. Because of its exposure to Mid and Smallcaps , the Nifty 500 is expected to deliver better returns over long-term
Investment Type
LumpsumSIP
Investment Amount

Investment Period
Yearly
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Source/Disclaimer : IMF World Economic Outlook, SBI Research. The information / data herein alone is not sufficient and should not be used for implementation of an investment strategy. The table/charts mentioned above are used to explain the concept and is for illustration purpose only It should not be construed as an investment advice to any party.

Want to Know more about the Nifty 500 index?

Here's what our Head of Passive Funds, Pratik Oswal has to say.

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Source/Disclaimer : Data as of close of 30-June-2023. India’s Listed Universe Total Mcap www.bseindia.com; Nifty 500 Index Companies – NSE. The information / data herein alone is not sufficient and should not be used for implementation of an investment strategy. The table/charts mentioned above are used to explain the concept and is for illustration purpose only It should not be construed as an investment advice to any party.

  • Fund Info

  • Performance

  • Periodic Returns

  • Portfolio

  • Tracking Difference

  • Product Label

  • Downloads

Fund Name

Motilal Oswal Nifty 500 Index Fund
(formerly known as Motilal Oswal Nifty 500 Fund)

Latest AUM

₹ 740.885 Crs (as on: 31-3-2024)

Date of Allotment

06 Sep 2019

Portfolio Turnover Ratio

0.16

Benchmark

Nifty 500 TRI

Total Expense Ratio

0.38% p.a.

Entry Load

Nil

Tracking Error

0.04 % (From 19 Apr 2023 to 18 Apr 2024)

Investment Objective

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.

Type Of Scheme

An open ended scheme replicating / tracking Nifty 500 Index

Exit load

1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.

Methodology of calculating sale price

 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 ...

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Index Methodology of calculating sale price

Index Methodology: Click here

Historic Changes in Index Constituents: Click here

Fund Managers

nifty500FundManager

Swapnil Mayekar

Fund Manager

See other funds managed by him
FAQs

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

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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?

PlusSign
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?

PlusSign
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.
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