Motilal Oswal Nifty 500 ETF

The Motilal Oswal Nifty 500 ETF, managed by Motilal Oswal Asset Management, aims to replicate the Nifty 500 Total Return Index's performance, focusing on market cap weighted investments.

This ETF employs a passive investment strategy, tracking the Nifty 500 Total Return Index, although it cannot guarantee that the investment objective will be achieved due to potential tracking errors.

The portfolio is concentrated in financial services, with HDFC Bank and ICICI Bank being top holdings at 7.8% and 5.3% respectively, reflecting significant industry exposure and associated concentration risks.

Over the past year, the ETF has experienced a decline of 5.6%, highlighting potential volatility and the need for careful consideration of market conditions affecting performance.

With an expense ratio of 0.21% and a fund size of ₹151.33 Cr, this open-ended scheme offers liquidity and is managed by experienced professionals since September 2023.