Index funds funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Historical NAV
₹ 14.7012
NAV (Sep 23)
Fund Returns
Last 1Y
60.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
24.6%
6 Month CAGR
20.7%
Scheme Information
Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Motilal Oswal Asset Management Co. Ltd manages assets worth 29,106 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Motilal Oswal Nifty 50 Index Fund (G)
About Motilal Oswal Nifty 50 Index Fund (G)
Motilal Oswal Nifty 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 24.6% over a period of 1 years. . The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Swapnil Mayekar
Motilal Oswal Nifty 50 Index Fund (G) Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. . However, there is no assurance that the objective of the scheme will be realized.
Motilal Oswal Nifty 50 Index Fund (G) NAV,AUM,Risk
The Motilal Oswal Nifty 50 Index Fund (G) fund was launched on Dec 23, 2019. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-09-23 is ₹14.70. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹98.231. The category risk of the Motilal Oswal Nifty 50 Index Fund (G) fund is Very High Risk. The fund charges 0.5 % as expense ratio.
Motilal Oswal Nifty 50 Index Fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 99.8% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , icici bank ltd , tata consultancy services ltd , kotak mahindra bank ltd , hindustan unilever ltd , axis bank ltd , larsen & toubro ltd , bajaj finance ltd , itc ltd , state bank of india , bharti airtel ltd , asian paints ltd , hcl technologies ltd , tata steel ltd , bajaj finserv ltd , wipro ltd , maruti suzuki india ltd , ultratech cement ltd , sun pharmaceuticals industries ltd , tech mahindra ltd , titan co ltd , mahindra & mahindra ltd , hindalco industries ltd , nestle india ltd , jsw steel ltd , divi's laboratories ltd , power grid corp of india ltd , indusind bank ltd , hdfc life insurance company limited , grasim industries ltd , dr reddy's laboratories ltd , tata motors ltd , adani ports & special economic zone ltd , sbi life insurance company limited , tata consumer products ltd , ntpc ltd , bajaj auto ltd , oil & natural gas corp ltd , britannia industries ltd , bharat petroleum corp ltd , cipla ltd , eicher motors ltd , shree cement ltd , upl ltd , hero motocorp ltd , coal india ltd , indian oil corp ltd , collateralized borrowing & lending obligation
Motilal Oswal Nifty 50 Index Fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Motilal Oswal Nifty 50 Index Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR
Motilal Oswal Nifty 50 Index Fund (G) Review
Motilal Oswal Nifty 50 Index Fund (G) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance.
As compared to the other funds in its category, Motilal Oswal Nifty 50 Index Fund (G) has a score of 1 out of 5
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
