Motilal Oswal Nifty 500 Index Fund

Ticker: mf12842
Decent 68/100

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Business Overview

The Motilal Oswal Nifty 500 Index Fund is a passive investment vehicle designed to track the performance of the Nifty 500 Index, which represents the top 500 companies listed on the NSE. This fund is ideal for investors seeking diversified exposure to the Indian equity market without the need for active management. It matters because it offers a low-cost entry into a broad spectrum of sectors, making it suitable for both new and seasoned investors. With a focus on long-term growth, this fund aims to deliver consistent returns aligned with the overall market performance.

  • Tracks Nifty 500 Index for broad market exposure
  • Ideal for long-term investors seeking diversification
  • Low expense ratio enhances overall returns
  • Passive management reduces the need for active trading
  • Accessible to both new and experienced investors

Investment Thesis

Motilal Oswal Nifty 500 Index Fund offers a compelling investment opportunity driven by a strong promoter group known for credibility and expertise. The fund is well-positioned to benefit from the growth of digital services in India, and its attractive valuation compared to peers makes it a prudent choice for retail investors seeking long-term gains.

  • Backed by a reputable promoter group with a strong track record.
  • Capitalizes on the robust growth potential of India's digital services sector.
  • Offers competitive valuation compared to other index funds in the market.
  • Diversifies investment across 500 top-performing companies, reducing risk.
  • Ideal for retail investors looking for steady, long-term returns.

Opportunity vs Risk

Opportunities
  • Diversified exposure to Nifty 500
  • Potential for long-term capital appreciation
  • Low expense ratio compared to peers
  • Suitable for passive investors
Risks ⚠️
  • Market volatility may impact returns
  • Limited downside protection in downturns
  • Performance tied to index fluctuations
  • Lack of active management
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Nifty 500 Index Fund • Updated: 2025-09-29 15:06:10
  • 10
    Business
    High
    The fund is diversified across sectors, but lacks a clear moat.
  • 10
    Growth
    High
    Consistent revenue growth aligned with Nifty 500 performance.
  • 10
    Profitability
    High
    ROE and ROCE are in line with industry averages.
  • 8
    Valuation
    High
    P/E and P/B ratios are reasonable compared to peers.
  • 7
    Balance
    High
    Strong liquidity with minimal debt.
  • 6
    Governance
    Good
    Promoter holding is stable, but disclosures could improve.
  • 5
    Drivers
    Good
    Growth driven by market trends, but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Motilal Oswal Nifty 500 Index Fund presents a decent investment opportunity with stable growth and reasonable valuations, but lacks a significant competitive advantage.


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