Motilal Oswal Nifty Next 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 Next 50 TRI
TER: 0.32% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 356.1 Cr As on 31-07-2025(Source:AMFI)
Turn over: 33% | Exit Load: Yes

23.8169

16.75%

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 1 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 16.74
Sharpe Ratio 0.95
Alpha 4.0
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 - Direct plan - Growth 23-12-2019 -6.36 22.69 16.86 19.58 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 33.77 29.06 24.03 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 25.5 23.25 18.85 17.46 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 19.35 - - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 15.45 - - - -
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 13.03 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 11.83 19.87 17.31 - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 10.66 11.66 12.02 - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 10.62 - - - -
Axis Nifty Bank Index Fund - Regular Plan - Growth Option 24-05-2024 10.59 - - - -

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

0.1%

Large Cap

90.61%

Mid Cap

9.31%

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