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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 347.3 Cr As on 30-06-2025(Source:AMFI)
Turn over: 33% | Exit Load: Yes

24.3296

17.43%

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 -6.23 24.65 20.44 21.05 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 20.43 23.37 27.43 - -
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 19.76 - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 17.91 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 16.43 20.07 20.46 17.24 -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 11.0 - - - -
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth 27-03-2023 10.94 9.19 - - -
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option 09-12-2022 10.89 9.13 - - -
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option 10-11-2022 10.84 9.14 - - -
BANDHAN CRISIL IBX GILT APRIL 2032 INDEX FUND - REGULAR GROWTH 15-02-2023 10.77 9.06 - - -

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

0.24%

Large Cap

90.09%

Mid Cap

9.65%

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