Motilal Oswal S&P 500 Index Fund vs Motilal Oswal BSE Enhanced Value Index Fund
Motilal Oswal S&P 500 Index Fund (Direct) and Motilal Oswal BSE Enhanced Value Index Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Index Funds schemes — see the best index funds for the full ranking.
Head to head
NAVs as of 26 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 26 Aug 2022 – 25 Aug 2026, limited by Motilal Oswal BSE Enhanced Value Index Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Motilal Oswal S&P 500 Index Fund | Motilal Oswal BSE Enhanced Value Index Fund | S&P 500 | Nifty 500 |
|---|---|---|---|---|
| 26 Aug 2022 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 26 Dec 2022 | ₹95.08 | ₹111.45 | ₹94.75 | ₹99.33 |
| 26 Apr 2023 | ₹99.77 | ₹118.01 | ₹99.96 | ₹98.99 |
| 26 Aug 2023 | ₹109.47 | ₹137.20 | ₹108.58 | ₹111.05 |
| 26 Dec 2023 | ₹119.63 | ₹182.79 | ₹117.67 | ₹126.42 |
| 25 Apr 2024 | ₹126.78 | ₹229.90 | ₹124.42 | ₹137.76 |
| 25 Aug 2024 | ₹142.57 | ₹254.45 | ₹138.86 | ₹154.60 |
| 25 Dec 2024 | ₹155.13 | ₹226.70 | ₹148.86 | ₹147.90 |
| 25 Apr 2025 | ₹142.50 | ₹227.21 | ₹136.17 | ₹144.24 |
| 25 Aug 2025 | ₹170.31 | ₹236.13 | ₹158.70 | ₹152.18 |
| 25 Dec 2025 | ₹188.10 | ₹264.08 | ₹170.84 | ₹157.45 |
| 25 Apr 2026 | ₹204.30 | ₹274.64 | ₹176.58 | ₹149.00 |
| 25 Aug 2026 | ₹221.82 | ₹264.28 | ₹189.02 | ₹155.22 |
| Metric | Motilal Oswal · Direct NAV ₹33.80 Very High risk ★★★★☆ | Motilal Oswal · Direct NAV ₹27.69 Very High risk ★★★★☆ | Category median Index Funds · 377 funds |
|---|---|---|---|
| +30.24%Best in row | +14.19% | +6.03% | |
| +26.53%Best in row | +24.55% | +8.86% | |
| +17.52% | — | +8.89% | |
| +21.54% | +27.62%Best in row | +7.69% | |
| +23.72%Best in row | +20.01% | — | |
| +18.00% | +32.00%Best in row | +12.71% | |
| +18.04% | — | +13.39% | |
| Risk | |||
| 15.40%Best in row | 21.47% | 13.89% | |
| 1.30Best in row | 0.84 | 0.31 | |
| 1.92Best in row | 1.13 | 0.43 | |
| -19.91%Best in row | -21.81% | -16.12% | |
| S&P 500 | Nifty 500 | — | |
| +4.93% | +10.78%Best in row | +0.78% | |
| 1.02 | 1.25 | 1.00 | |
| 114.4% | 149.4%Best in row | 102.2% | |
| 89.5%Best in row | 109.8% | 97.6% | |
| 0.62% | 0.52%Best in row | 0.36% | |
| ₹4,500Cr | ₹2,077Cr | ₹182.17Cr | |
| 1% | 36% | 35% | |
| 29 Apr 2020 | 26 Aug 2022 | — | |
| — | 30 | — | |
| — | 65.7% | — | |
| 0.5% | 0.3% | — | |
7 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Exit load
- 1.00%
- Lock-in
- None
- Min SIP
- ₹500
- Min lumpsum
- ₹500
- Manager
- Rakesh Shetty
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Motilal Oswal S&P 500 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund?
Over the last 3 years, Motilal Oswal S&P 500 Index Fund returned +26.53% CAGR against Motilal Oswal BSE Enhanced Value Index Fund's +24.55%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Motilal Oswal S&P 500 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund?
Motilal Oswal BSE Enhanced Value Index Fund has the lower expense ratio: Motilal Oswal S&P 500 Index Fund charges 0.62% a year against Motilal Oswal BSE Enhanced Value Index Fund's 0.52%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Motilal Oswal S&P 500 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund?
Motilal Oswal BSE Enhanced Value Index Fund has shown higher volatility (+21.47% annualized vs Motilal Oswal S&P 500 Index Fund's +15.40%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Motilal Oswal S&P 500 Index Fund -19.37% vs Motilal Oswal BSE Enhanced Value Index Fund -21.81%.
Which fund manages more money — Motilal Oswal S&P 500 Index Fund or Motilal Oswal BSE Enhanced Value Index Fund?
Motilal Oswal S&P 500 Index Fund is the larger fund: Motilal Oswal S&P 500 Index Fund manages ₹4,500Cr against Motilal Oswal BSE Enhanced Value Index Fund's ₹2,077Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Motilal Oswal S&P 500 Index Fund and Motilal Oswal BSE Enhanced Value Index Fund in the same category?
Yes — both are Index Funds schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.