Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 03-12-2019
Asset Class: Equity
Benchmark: NIFTY 50 TRI
TER: 0.51% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 805.76 Cr As on 31-10-2025(Source:AMFI)
Turn over: 13% | Exit Load: Yes

21.8745

14.46%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The schemes seeks investment return that corresponds generally to the performance of Nifty 50 Index Subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.47
Sharpe Ratio 0.67
Alpha -2.0
Beta 0.99
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth 03-12-2019 9.09 16.05 12.75 15.9 -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 31.99 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 31.2 - - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 26.68 31.67 32.81 - -
Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option 24-10-2024 26.66 - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 25.28 23.16 - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 19.59 20.53 20.55 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 19.34 27.85 23.55 17.8 -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 18.0 29.43 27.67 - -
Tata Nifty Auto Index Fund - Regular Plan - Growth 26-04-2024 17.68 - - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Large Cap

99.97%

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