Motilal Oswal S&P 500 Index Fund - Direct Plan Growth
Motilal Oswal Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: S&P 500
AUM (all plans)
4,377 cr
Tracks (from name)
S&P 500
CAGR (full)
19.1%
Sharpe (full)
0.89
Sharpe (bull ≤Sep-24)
1.71
Sharpe (sideways Oct-24→)
1.22
Max drawdown
-16.1%
Months of data
76
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
20.5%
1.2%
0.97
12
FY23
-3.8%
-6.1%
-0.49
12
FY24
32.3%
7.1%
1.83
12
FY25
9.6%
0.0%
0.30
12
FY26
28.2%
32.3%
1.85
12
FY27*
19.6%
8.2%
2.24
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2020
+3.9
+0.6
+5.1
+5.8
-4.2
+0.3
+8.7
+1.5
+23.3
2021
+1.2
+2.4
+2.3
+7.6
-2.1
+4.5
+3.0
+0.6
-2.0
+6.2
+1.7
+1.5
+30.2
2022
-6.7
-0.1
+5.4
-5.9
-1.4
-6.5
+7.0
-0.6
-7.4
+8.9
-0.2
-1.0
-9.8
2023
+3.3
+0.1
+1.4
+1.6
+3.1
+5.0
+3.3
-1.1
-4.5
-2.0
+9.2
+4.2
+25.5
2024
+1.4
+5.1
+3.7
-4.1
+4.9
+3.4
+1.5
+2.4
+2.0
-0.6
+6.3
-1.2
+27.2
2025
+3.9
-0.5
-7.8
-1.8
+7.4
+5.2
+4.4
+2.6
+4.3
+2.1
+1.0
+0.4
+22.4
2026
+3.7
-1.8
-2.0
+11.5
+5.3
-1.3
+0.6
+2.6
+19.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard