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Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Fund House: Motilal Oswal Mutual Fund
Invest in this Scheme
Category: Index Fund
Launch Date: 05-12-2019
Asset Class: Equity
Benchmark: NIFTY Next 50 TRI
TER: 1.04% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 307.42 Cr As on 31-03-2025(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
NAV as on 17-04-2025

22.086

0.16 (0.7081%)

CAGR Since Inception

16.19%

Benchmark: 20.63%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
NIFTY Next 50 TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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 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 3.25 28.47 13.55 21.62 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 18.67 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 15.43 28.07 - - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 14.27 13.25 12.85 - -
Navi Nifty Bank Index Fund- Regular Plan- Growth 31-01-2022 14.24 13.15 12.87 - -
Motilal Oswal Nifty Bank Index - Regular Plan 05-09-2019 14.21 13.2 12.97 20.61 -
Nippon India Nifty Bank Index Fund - Regular Plan - Growth Option 22-02-2024 14.2 - - - -
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Regular Plan - Growth 12-10-2022 12.72 10.37 - - -
HDFC Nifty G-Sec Jun 2036 Index Fund - Growth Option 15-03-2023 12.54 10.34 - - -
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund-Regular Plan-Growth Option 14-12-2022 12.52 10.31 - - -

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

0.07%

Large Cap

90.08%

Mid Cap

9.85%

Scheme Documents

March 2025 Active

Monthly Portfolio Disclosure - March 2025

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