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

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  • 1.01 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 - Regular plan - Growth -8.37 -11.58 14.54 13.95 16.52 16.36
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 - Regular plan - Growth Dec 23, 2019 14.54 13.95 16.52 1.03 297.39
ICICI Prudential Nifty Next 50 Index Fund - Growth Jun 25, 2010 14.68 14.14 16.83 0.66 6,893.99
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Jun 28, 2018 14.81 14.15 16.98 0.80 4,795.62
DSP Nifty Next 50 Index Fund - Regular Plan - Growth Feb 21, 2019 14.57 14.33 16.98 0.54 907.17
LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth Sep 20, 2010 14.50 14.01 16.65 0.90 94.75

Fund Holdings as on 31-December-2024

  • Zomato Limited

  • Jio Financial Services Limited

  • InterGlobe Aviation Limited

  • Varun Beverages Limited

  • Hindustan Aeronautics Limited

  • Divi's Laboratories Limited

  • Vedanta Limited

  • Info Edge (India) Limited

  • Tata Power Company Limited

  • Power Finance Corporation Limited

  • REC Limited

  • Siemens Limited

  • TVS Motor Company Limited

  • DLF Limited

  • Avenue Supermarts Limited

  • LTIMindtree Limited

  • GAIL (India) Limited

  • Bajaj Holdings & Investment Limited

  • Indian Oil Corporation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • United Spirits Limited

  • Samvardhana Motherson International Limited

  • Bank of Baroda

  • Pidilite Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Havells India Limited

  • Adani Power Limited

  • Godrej Consumer Products Limited

  • Macrotech Developers Limited

  • ABB India Limited

  • Ambuja Cements Limited

  • Punjab National Bank

  • Jindal Steel & Power Limited

  • Shree Cement Limited

  • JSW Energy Limited

  • Canara Bank

  • Adani Green Energy Limited

  • Torrent Pharmaceuticals Limited

  • Dabur India Limited

  • Bosch Limited

  • Bharat Heavy Electricals Limited

  • Adani Energy Solutions Limited

  • Indian Railway Finance Corporation Limited

  • ICICI Prudential Life Insurance Company Limited

  • NHPC Limited

  • Zydus Lifesciences Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Union Bank of India

  • Adani Total Gas Limited

  • Life Insurance Corporation Of India

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

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  • Power Generation/Distribution

  • Finance - NBFC

  • e-Commerce

  • Finance Term Lending

  • Bank - Public

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Airlines

  • Insurance

  • Consumer Food

  • Defence

  • Auto Ancillary

  • Metal - Non Ferrous

  • Household & Personal Products

  • Cement & Construction Materials

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Retailing

  • Industrial Gases & Fuels

  • IT - Software

  • Refineries

  • Breweries & Distilleries

  • Chemicals

  • 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 ₹297.39 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 up ₹0.22(1.01%)yesterday to ₹21.8387.

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