Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 03-12-2019
Asset Class: Equity
Benchmark: NIFTY 50 TRI
TER: 0.55% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 569.68 Cr As on 31-10-2024(Source:AMFI)
Turn over: 13% | Exit Load: Nil

20.0737

15.52%

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 6 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 50 Index subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.47
Sharpe Ratio 0.67
Alpha -2.0
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 - Regular plan - Growth 03-12-2019 21.33 15.06 11.78 - -
ICICI Prudential Nifty Next 50 Index Fund - Growth 05-06-2010 45.98 26.42 16.75 19.17 13.88
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 01-02-2019 45.77 26.51 16.93 19.32 -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 45.75 26.26 16.66 19.27 -
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 45.7 26.24 16.62 - -
HDFC NIFTY Next 50 Index Fund - Growth Option 05-11-2021 45.65 26.13 16.42 - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 45.61 26.13 16.81 - -
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 16-04-2020 45.48 26.08 16.41 - -
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 05-12-2019 45.31 26.01 16.42 - -
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth 01-12-2022 45.3 - - - -

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

-0.03%

Large Cap

100.0%

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