Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 23-12-2019
Asset Class: Equity
Benchmark: NIFTY 50 TRI
TER: 0.12% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 722.84 Cr As on 31-07-2025(Source:AMFI)
Turn over: 13% | Exit Load: Yes

21.3753

14.51%

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 5 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 0.7
Alpha -1.6
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 - Direct plan - Growth 23-12-2019 -1.21 13.85 13.16 17.57 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 24.13 25.82 27.85 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 18.9 22.58 21.12 16.67 -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 9.03 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 8.67 - - - -
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option 10-11-2022 8.33 8.59 - - -
Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund-Regular Plan-Growth Option 06-03-2023 8.31 8.2 - - -
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option 09-12-2022 8.26 8.5 - - -
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth 27-03-2023 8.23 8.53 - - -
ICICI Prudential Nifty G-Sec Dec 2030 Index Fund - Growth 05-10-2022 8.2 8.35 - - -

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

0.25%

Large Cap

98.81%

Mid Cap

0.96%

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