Motilal Oswal S&P 500 Index Fund vs UTI Nifty 500 Value 50 Index Fund
Motilal Oswal S&P 500 Index Fund (Direct) and UTI Nifty 500 Value 50 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 01 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 12 May 2023 – 01 Oct 2026, limited by UTI Nifty 500 Value 50 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.
View as table
| Date | Motilal Oswal S&P 500 Index Fund | UTI Nifty 500 Value 50 Index Fund | S&P 500 (₹, price) | Nifty 500 TRI |
|---|---|---|---|---|
| 12 May 2023 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 23 Aug 2023 | ₹108.29 | ₹115.49 | ₹108.15 | ₹109.93 |
| 04 Dec 2023 | ₹112.69 | ₹143.36 | ₹112.32 | ₹120.07 |
| 17 Mar 2024 | ₹125.53 | ₹167.98 | ₹125.39 | ₹129.45 |
| 28 Jun 2024 | ₹134.92 | ₹203.44 | ₹134.58 | ₹147.75 |
| 09 Oct 2024 | ₹144.04 | ₹205.32 | ₹143.60 | ₹155.02 |
| 20 Jan 2025 | ₹153.75 | ₹185.60 | ₹153.39 | ₹143.71 |
| 03 May 2025 | ₹142.33 | ₹186.89 | ₹142.25 | ₹145.51 |
| 14 Aug 2025 | ₹167.99 | ₹192.25 | ₹167.53 | ₹150.45 |
| 26 Nov 2025 | ₹180.51 | ₹210.50 | ₹179.38 | ₹159.44 |
| 09 Mar 2026 | ₹186.44 | ₹220.97 | ₹184.53 | ₹147.28 |
| 20 Jun 2026 | ₹210.25 | ₹231.69 | ₹208.99 | ₹155.04 |
| 01 Oct 2026 | ₹219.63 | ₹210.56 | ₹217.88 | ₹146.85 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 504 stocks only in Motilal Oswal S&P 500 Index Fund
- 0 stocks in both — 0.0% of each portfolio by weight
- 50 stocks only in UTI Nifty 500 Value 50 Index Fund
The more the circles overlap, the more the funds hold the same stocks.
Motilal Oswal S&P 500 Index Fund and UTI Nifty 500 Value 50 Index Fund share 0% of their equity book by weight.
| Metric | Motilal Oswal · Direct NAV ₹34.08 Very High risk ★★★★☆ | UTI · Direct NAV ₹20.86 Very High risk ★★★★☆ | Category median Index Funds · 382 funds |
|---|---|---|---|
| +24.33%Best in row | +4.14% | +1.85% | |
| +27.72%Best in row | +18.73% | +7.42% | |
| +18.70% | — | +6.11% | |
| +21.32% | +24.57% | +6.79% | |
| +23.36%Best in row | +10.24% | — | |
| +18.10% | +25.54%Best in row | +12.42% | |
| +18.05% | — | +13.21% | |
| Risk | |||
| 15.31%Best in row | 20.61% | 13.82% | |
| 1.39Best in row | 0.59 | 0.37 | |
| 2.06Best in row | 0.79 | 0.49 | |
| -19.91% | -22.63% | -16.10% | |
| S&P 500 (₹, price) | Nifty 500 TRI | — | |
| +0.66% | +8.84%Best in row | -0.41% | |
| 0.98 | 1.12 | 1.00 | |
| 99.4% | 127.5%Best in row | 98.9% | |
| 95.1% | 90.1%Best in row | 101.0% | |
| 0.64%Best in row | 0.73% | 0.38% | |
| — | ₹729.68Cr | ₹182.17Cr | |
| — | None | — | |
| ₹6.00K | ₹500 | — | |
| ₹500 | ₹1.00K | — | |
| 6% | 41% | 31% | |
| Ankush Sood · 6.4y | Ayush Jain | — | |
| 29 Apr 2020 | 12 May 2023 | — | |
| 507 | 50 | — | |
| 37.6% | 48.9% | — | |
| 0.3% | 0.0% | — | |
3 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Lock-in
- None
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 UTI Nifty 500 Value 50 Index Fund?
Over the last 3 years, Motilal Oswal S&P 500 Index Fund returned +27.72% CAGR against UTI Nifty 500 Value 50 Index Fund's +18.73%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Motilal Oswal S&P 500 Index Fund or UTI Nifty 500 Value 50 Index Fund?
Motilal Oswal S&P 500 Index Fund has the lower expense ratio: Motilal Oswal S&P 500 Index Fund charges 0.64% a year against UTI Nifty 500 Value 50 Index Fund's 0.73%. 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 UTI Nifty 500 Value 50 Index Fund?
UTI Nifty 500 Value 50 Index Fund has shown higher volatility (+20.61% annualized vs Motilal Oswal S&P 500 Index Fund's +15.31%), 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 UTI Nifty 500 Value 50 Index Fund -22.63%.
Are Motilal Oswal S&P 500 Index Fund and UTI Nifty 500 Value 50 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.