- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty 50 Index Fund (Growth)
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Large cap 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).
Track Record
3 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
175 Cr. Negligible within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.8914
NAV (Jun 23)
Fund Returns
Last 1Y | -1.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.3% |
6 Month CAGR | -8.7% |
Scheme Information
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.
Expense Ratio | 0.5 |
Launched (3y ago) | Dec 23, 2019 |
AUM in Crores | 174.475 |
ISIN | INF247L01AF4 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
12.5%hdfc bank ltd
8.4%infosys ltd
7.6%icici bank ltd
7.2%housing development finance corp ltd
5.7%Allocation by Sector
financial services
35.6%technology
15.9%energy
14.2%consumer defensive
8.2%basic materials
7.2%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Asset Management Co. Ltd manages assets worth 26,883 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 9 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.9% | 19.1% | ||
3.4% | 5.6% | ||
- | 10.3% | ||
- | 12.5% | ||
3.5% | 3.9% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsMotilal Oswal Nifty 50 Index Fund (G) Review
Motilal Oswal Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 10.3% over a period of 2 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Swapnil Mayekar.
Nav of Motilal Oswal Nifty 50 Index Fund (G) as of 6/23/2022 is ₹12.89 with the total AUM as of 6/24/2022 is ₹174.475. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty 50 Index Fund (G) was launched on Dec 23, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal Nifty 50 Index Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Nifty 50 Index Fund (G) 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) is rated as a 3 fund in Equity and delivered -1.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty 50 Index Fund (G).
Frequently Asked Questions
What is Motilal Oswal Nifty 50 Index Fund (G)?
How to invest in Motilal Oswal Nifty 50 Index Fund (G)?
You can invest in Motilal Oswal Nifty 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Nifty 50 Index Fund (G)?
The minimum sip amount for Motilal Oswal Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Nifty 50 Index Fund (G) good to invest in?
As per Scripbox experts, Motilal Oswal Nifty 50 Index Fund (G) is a Neutral fund. You can investMotilal Oswal Nifty 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Nifty 50 Index Fund (G)?
The expense ratio of the Motilal Oswal Nifty 50 Index Fund (G) is 0.5% for regular plan.