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 (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 356.1 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 33% | Exit Load: Yes |
22.89
-0.04 (-0.1542%)
15.92%
Benchmark: 20.51%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Next 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | -7.21 | 22.58 | 15.98 | 18.95 | - |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | 01-10-2021 | 30.13 | 28.06 | 23.88 | - | - |
| Motilal Oswal S&P 500 Index Fund - Regular Plan Growth | 05-04-2020 | 23.24 | 22.79 | 18.88 | 17.17 | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 19.24 | - | - | - | - |
| Tata Nifty Financial Services Index Fund - Regular Plan - Growth | 01-04-2024 | 15.9 | - | - | - | - |
Scheme Characteristics
Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
0.1%
Large Cap
90.61%
Mid Cap
9.31%
