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: 1.03% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 208.06 Cr As on (31-03-2024) |
| Turn over: 34% | Exit Load: Nil |
21.3639
-0.02 (-0.1156%)
19.37%
Benchmark: 21.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 Equal Weight 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
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 Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.84 |
| Sharpe Ratio | 0.9 |
| Alpha | 1.32 |
| Beta | 1.15 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
0.6%
Large Cap
89.17%
Mid Cap
10.24%
