Motilal Oswal Mutual Fund

Motilal Oswal Nifty Next 50 Index Fund Direct Plan Growth

EquityLarge Cap
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Top Ranked

₹ 22.46

NAV (Mar 28)

24.581%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

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Scheme Information

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error.

Expense Ratio
0.36 %
Launched 5Y ago
2019-12-23
AUM in Crores
270.4
ISIN
INF247L01AC1
Lock-in (days)
No Lock-in
Benchmark
NIFTY Next 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
19.6
Beta
1.3
Sharpe Ratio
0.4
Fund Managers

Dishant Mehta

Fund Manager

Rakesh Shetty

Fund Manager

Swapnil P Mayekar

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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Key Information Memorandum

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AMC Fund Factsheet

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Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Trent Ltd.

5.61%
5.612%

Bharat Electronics Ltd.

4.94%
4.937%

Hindustan Aeronautics Ltd.

4.02%
4.02%

Power Finance Corporation Ltd.

3.53%
3.526%

REC Ltd.

3.48%
3.477%
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Allocation by Sector

Financial

20%
19.99955%

Services

17.89%
17.88871%

Energy

11.78%
11.775903%

Capital Goods

11.34%
11.34153%

Consumer Staples

7.96%
7.957658%
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comparison

Comparison with Equity Funds

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Frequently Asked Questions

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