Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 05-12-2019
Asset Class: Equity
Benchmark: Nifty Next 50 TRI
TER: 1.06% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 484.25 Cr As on 30-06-2026(Source:AMFI)
Turn over: 0.28% | Exit Load: Yes

25.5959

15.35%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Next 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 2 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 Next 50 Index Subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
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 Next 50 Index Fund - Regular Plan - Growth 05-12-2019 12.4 2.85 18.17 13.17 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 35.94 35.16 29.63 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 31.58 28.76 25.1 17.26 -
SBI BSE PSU Bank Index Fund- Regular Plan- Growth 25-03-2025 25.02 - - - -
Motilal Oswal Nifty Mid Small FInancial Services Index Fund-Regular Plan-Growth 29-10-2024 24.89 - - - -
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Plan - Growth 26-10-2020 23.87 12.68 19.21 13.19 -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 22.79 - - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 22.71 17.23 - - -
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 22.71 10.51 19.52 - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 22.56 8.96 23.63 - -

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

Others

3.22%

Large Cap

87.02%

Mid Cap

9.76%

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