Motilal Oswal Nifty Next 50 Index Fund - Growth - Direct Plan

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  • (-0.61%)Nav, as on 28-03-2025

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  • Net Change on 28-03-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Scheme seeks investment return that corresponds (before fees and expenses) generally to theperformance of the Nifty Next 50 Index (Underlying Index), subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth 10.47 -7.82 4.39 16.27 25.32 16.61
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY NEXT 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth Dec 23, 2019 4.39 16.27 25.32 0.36 270.39
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth Jan 01, 2013 4.06 16.06 25.52 0.31 6,083.29
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option Jun 28, 2018 4.40 16.19 25.72 0.35 4,239.42
DSP Nifty Next 50 Index Fund - Direct Plan - Growth Feb 21, 2019 4.25 16.20 25.47 0.26 807.39
LIC MF Nifty Next 50 Index Fund-Direct Plan-Growth Jan 01, 2013 4.25 16.17 25.38 0.32 81.42

Fund Holdings as on 28-February-2025

  • Zomato Limited

  • InterGlobe Aviation Limited

  • Divi's Laboratories Limited

  • Jio Financial Services Limited

  • Vedanta Limited

  • Hindustan Aeronautics Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Varun Beverages Limited

  • Tata Power Company Limited

  • Info Edge (India) Limited

  • Power Finance Corporation Limited

  • TVS Motor Company Limited

  • Avenue Supermarts Limited

  • Bajaj Holdings & Investment Limited

  • REC Limited

  • LTIMindtree Limited

  • Indian Oil Corporation Limited

  • GAIL (India) Limited

  • Pidilite Industries Limited

  • Siemens Limited

  • DLF Limited

  • ICICI Lombard General Insurance Company Limited

  • United Spirits Limited

  • Godrej Consumer Products Limited

  • Adani Power Limited

  • Bank of Baroda

  • Shree Cement Limited

  • Havells India Limited

  • Samvardhana Motherson International Limited

  • Jindal Steel & Power Limited

  • Macrotech Developers Limited

  • Ambuja Cements Limited

  • Punjab National Bank

  • Dabur India Limited

  • Torrent Pharmaceuticals Limited

  • Canara Bank

  • ABB India Limited

  • JSW Energy Limited

  • Adani Green Energy Limited

  • Adani Energy Solutions Limited

  • NHPC Limited

  • Bharat Heavy Electricals Limited

  • Bosch Limited

  • Zydus Lifesciences Limited

  • Union Bank of India

  • ICICI Prudential Life Insurance Company Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Indian Railway Finance Corporation Limited

  • Life Insurance Corporation Of India

  • Adani Total Gas Limited

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

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  • Power Generation/Distribution

  • Finance - NBFC

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Finance Term Lending

  • Bank - Public

  • Electric Equipment

  • Airlines

  • Insurance

  • Construction - Real Estate

  • Cement & Construction Materials

  • Household & Personal Products

  • Metal - Non Ferrous

  • Defence

  • Consumer Food

  • Auto Ancillary

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Retailing

  • IT - Software

  • Refineries

  • Industrial Gases & Fuels

  • Chemicals

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Engineering - Industrial Equipments

  • Travel Services

  • Gas Transmission/Marketing

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Nifty Next 50 Index Fund

Scheme Analysis

Motilal Oswal Nifty Next 50 Index Fund is a Index Funds - Nifty Next 50 fund and belongs to Motilal Oswal Mutual Fund. It was launched on 23-Dec-2019 and currently has an AUM of ₹270.39 crore. Motilal Oswal Nifty Next 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY NEXT 50 - TRI as secondary index.

The NAV of Motilal Oswal Nifty Next 50 Index Fund ended down ₹-0.14(-0.61%)yesterday to ₹22.4647.

Among its top 3 holdings the fund has exposure to Zomato Limited, and

The Motilal Oswal Nifty Next 50 Index Fund is managed by Swapnil P Mayekar and Dishant Mehta.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161