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 (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 392.9 Cr As on 31-10-2025(Source:AMFI)
Turn over: 33% | Exit Load: Yes

23.2691

15.32%

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 -6.84 15.32 15.31 16.03 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 26.63 30.63 33.89 - -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 22.0 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 19.49 26.01 23.27 17.38 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 18.98 19.04 - - -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 15.15 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 15.08 23.8 28.18 - -
Tata Nifty Auto Index Fund - Regular Plan - Growth 26-04-2024 14.77 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 14.04 16.22 20.42 - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 10.86 11.96 10.64 - -

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

Small Cap

2.66%

Others

-0.02%

Large Cap

90.75%

Mid Cap

6.63%

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