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 (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 297.07 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 33% | Exit Load: Exit laod W.E.F from 18/06/2024 1% - If redeemed or switched out on or before 15 days from the date of allotment for Subscription received after 18-Jun-2024. Entry Load: Nil |
23.3722
0.43 (1.8355%)
18.98%
Benchmark: 21.24%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Next 50 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 | 16.73 |
| Sharpe Ratio | 0.91 |
| Alpha | 3.32 |
| 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
0.1%
Large Cap
91.48%
Mid Cap
8.43%
