• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Nifty 50 Index Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Nifty 50 Index Fund (Growth)

EquityLarge Cap

12.8914

NAV (Jun 23)

10.3%
Till Date CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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).

Our analysis of this fundLearn how we rate funds ->

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

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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.

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

Swapnil Mayekar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-06-23

Top Stock Holdings

reliance industries ltd

12.5%
12.5%

hdfc bank ltd

8.4%
8.4%

infosys ltd

7.6%
7.6%

icici bank ltd

7.2%
7.2%

housing development finance corp ltd

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

35.6%
35.6%

technology

15.9%
15.9%

energy

14.2%
14.2%

consumer defensive

8.2%
8.2%

basic materials

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

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.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Motilal 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)?

    Motilal Oswal Nifty 50 Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.