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 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 12 May 2023 – 20 Aug 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 | Nifty 500 |
|---|---|---|---|---|
| 12 May 2023 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 20 Aug 2023 | ₹107.20 | ₹113.75 | ₹105.96 | ₹108.27 |
| 27 Nov 2023 | ₹112.40 | ₹132.88 | ₹110.34 | ₹114.00 |
| 06 Mar 2024 | ₹125.19 | ₹181.30 | ₹123.78 | ₹131.67 |
| 14 Jun 2024 | ₹134.45 | ₹202.95 | ₹131.70 | ₹143.53 |
| 21 Sep 2024 | ₹141.15 | ₹203.35 | ₹138.27 | ₹156.32 |
| 30 Dec 2024 | ₹149.70 | ₹185.06 | ₹143.23 | ₹144.45 |
| 09 Apr 2025 | ₹140.24 | ₹173.70 | ₹132.32 | ₹131.53 |
| 17 Jul 2025 | ₹160.76 | ₹199.09 | ₹152.70 | ₹151.32 |
| 25 Oct 2025 | ₹176.99 | ₹205.38 | ₹164.68 | ₹153.04 |
| 02 Feb 2026 | ₹189.52 | ₹219.61 | ₹169.16 | ₹147.55 |
| 12 May 2026 | ₹210.27 | ₹227.75 | ₹179.46 | ₹144.08 |
| 20 Aug 2026 | ₹217.48 | ₹224.06 | ₹186.27 | ₹151.92 |
| Metric | Motilal Oswal · Direct NAV ₹33.75 Very High risk ★★★★☆ | UTI · Direct NAV ₹22.19 Very High risk ★★★★☆ | Category median Index Funds · 374 funds |
|---|---|---|---|
| +31.67%Best in row | +14.41% | +5.66% | |
| +26.53%Best in row | +25.30% | +8.82% | |
| +17.87% | — | +9.15% | |
| +21.56% | +27.94%Best in row | +7.67% | |
| +23.81%Best in row | +15.66% | — | |
| +17.89% | +28.43%Best in row | +12.67% | |
| +17.93% | — | +13.64% | |
| Risk | |||
| 15.43%Best in row | 20.81% | 14.00% | |
| 1.30Best in row | 0.90 | 0.24 | |
| 1.92Best in row | 1.20 | 0.36 | |
| -19.91%Best in row | -22.63% | -16.15% | |
| S&P 500 | Nifty 500 | — | |
| +4.83% | +11.51%Best in row | +0.84% | |
| 1.02 | 1.14 | 1.00 | |
| 114.0% | 139.8%Best in row | 102.2% | |
| 89.5%Best in row | 90.5% | 97.2% | |
| 0.62%Best in row | 0.80% | 0.36% | |
| ₹4,500Cr | ₹729.68Cr | ₹179.29Cr | |
| 1.00% | None | — | |
| ₹500 | ₹1.00K | — | |
| 1% | 44% | 35% | |
| Rakesh Shetty | Sharwan Kumar Goyal | — | |
| 29 Apr 2020 | 12 May 2023 | — | |
| — | 50 | — | |
| — | 48.8% | — | |
| 0.5% | 0.1% | — | |
4 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Lock-in
- None
- Min SIP
- ₹500
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 +26.53% CAGR against UTI Nifty 500 Value 50 Index Fund's +25.30%, 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 0.62% a year against UTI Nifty 500 Value 50 Index Fund's 0.80%. 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 (+20.81% annualized vs Motilal Oswal S&P 500 Index Fund's +15.43%), 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%.
Which fund manages more money — Motilal Oswal S&P 500 Index Fund or UTI Nifty 500 Value 50 Index Fund?
Motilal Oswal S&P 500 Index Fund is the larger fund: Motilal Oswal S&P 500 Index Fund manages ₹4,500Cr against UTI Nifty 500 Value 50 Index Fund's ₹729.68Cr 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 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.