Skip to content
GFS — Gayatri Financial Synergy
Fund comparison

Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal S&P 500 Index Fund

A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.

Equity FundsvsIndex Funds
Head to head

The facts, side by side

Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.

Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal S&P 500 Index Fund: category, latest NAV, trailing 1/3/5-year returns, annualised volatility and maximum drawdown, direct plan — facts only, not a recommendation.
MetricAditya Birla Sun Life Nifty Midcap 150 Index FundAditya Birla Sun Life Mutual FundMotilal Oswal S&P 500 Index FundMotilal Oswal Mutual Fund
CategoryEquity FundsIndex Funds
Latest NAV₹26.06as of 14 Jul 2026₹33.16as of 13 Jul 2026
1-year return (CAGR)+6.1%+34.0%
3-year return (CAGR)+19.4%+25.0%
5-year return (CAGR)+17.6%+17.5%
Annualised volatility16.7%13.8%
Maximum drawdown-21.2%-19.9%
How they compare

What the numbers say

Each line states the same metric for both funds over a named period.

  • Over the trailing 3 years, Aditya Birla Sun Life Nifty Midcap 150 Index Fund's annualised return (CAGR) was 19.4% versus Motilal Oswal S&P 500 Index Fund's 25.0%. Past performance is not indicative of future results.

  • Over the trailing 5 years, Aditya Birla Sun Life Nifty Midcap 150 Index Fund's annualised return (CAGR) was 17.6% versus Motilal Oswal S&P 500 Index Fund's 17.5%. Past performance is not indicative of future results.

  • Over the available NAV history, Aditya Birla Sun Life Nifty Midcap 150 Index Fund's annualised volatility was 16.7% and Motilal Oswal S&P 500 Index Fund's was 13.8%.

  • Over the available NAV history, Aditya Birla Sun Life Nifty Midcap 150 Index Fund's maximum drawdown was -21.2% and Motilal Oswal S&P 500 Index Fund's was -19.9%.

  • Aditya Birla Sun Life Nifty Midcap 150 Index Fund is categorised as Equity Funds and Motilal Oswal S&P 500 Index Fund as Index Funds.

These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.

Go deeper

Open each fund, or build your own comparison

See the full NAV history, calendar-year returns and risk profile on each fund's own page, or line up any two-to-four funds in the interactive comparison tool.

Frequently asked questions

Over the trailing 3 years, Aditya Birla Sun Life Nifty Midcap 150 Index Fund's annualised return (CAGR) was 19.4% and Motilal Oswal S&P 500 Index Fund's was 25.0% — so Motilal Oswal S&P 500 Index Fund recorded the higher 3-year figure over that period. This is a historical fact computed from past NAV, not a view on which fund is right for you. Past performance is not indicative of future results.

Reviewed by Rajnish Bangia · NISM-certified Mutual Fund Distributor · ARN-315144

Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-315144), not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Not sure which of these fits your goals?

A NISM-certified planner in Faridabad / Delhi NCR can put both funds in the context of your goals, time frame and risk profile — free consultation.