- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty 50 Index Fund Regular Growth
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).
Scheme Information
The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error.
Expense Ratio | 0.55 % |
Launched 5Y ago | 2019-12-23 |
AUM in Crores | 640.5 |
ISIN | INF247L01AF4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.1 |
Beta | 1 |
Sharpe Ratio | 0.3 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
11.02%Reliance Industries Ltd.
9.22%ICICI Bank Ltd.
7.74%Infosys Ltd.
6.11%ITC Ltd.
4.14%
Allocation by Sector
Financial
35.22%Technology
13.14%Energy
12.19%Consumer Staples
7.63%Automobile
7.23%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
Motilal Oswal Nifty 50 Index Fund Regular Plan Growth Review
Motilal Oswal Nifty 50 Index Fund Regular Plan Growth is a Large Cap Equity fund and has delivered an annualised return of 13.94% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Dishant Mehta, Rakesh Shetty, Swapnil P Mayekar.
Nav of Motilal Oswal Nifty 50 Index Fund as of 4/17/2025 is ₹20.03 with the total AUM as of 4/21/2025 is ₹640.46. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty 50 Index Fund was launched on 2019-12-23. The category risk of the fund is Very High.
The minimum SIP amount for Motilal Oswal Nifty 50 Index Fund Regular Plan Growth 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 Regular Growth 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 NIFTY 50 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty 50 Index Fund.