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: 1.04% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 374.6 Cr As on 30-09-2025(Source:AMFI)
Turn over: 33% | Exit Load: Yes

23.5773

16.03%

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 16.73
Sharpe Ratio 0.91
Alpha 3.32
Beta 1.15
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 -9.0 22.71 17.95 19.96 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 25.93 30.05 33.03 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 19.36 26.12 24.44 17.85 -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 18.48 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 17.96 - - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 13.19 - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 12.59 20.56 - - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 10.6 13.09 13.48 - -
DSP Nifty Bank Index Fund - Regular - Growth 02-05-2024 10.54 - - - -
Axis Nifty Bank Index Fund - Regular Plan - Growth Option 24-05-2024 10.5 - - - -

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

0.33%

Large Cap

90.46%

Mid Cap

9.22%

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