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

Motilal Oswal Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

24.8984

NAV (Jun 18)

NA
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

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 ->

Fund Size

Poor

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Large Cap Funds
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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

24.8984

NAV (Jun 18)

Fund Returns

Last 1Y
63.5%
Last 3Y
23.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
22.5%
6 Month CAGR
37.8%

Scheme Information

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Next 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
1.03
Launched (5y ago)
Dec 23, 2019
AUM in Crores
277.097
ISIN
INF247L01AD9
Lock-in
No Lock-in
Benchmark
Nifty Next 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.7
Standard Deviation (5yr)
0
Beta (3yr)
1
Beta (5yr)
0
Sharpe Ratio (3yr)
0.91
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Swapnil Mayekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Nifty Next 50 Index Fund (Growth)70%12,92,242 5,59,63022.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-18

Top Stock Holdings

bharat electronics ltd

5.2%
5.2%

trent ltd

5%
5%

hindustan aeronautics ltd ordinary shares

4.6%
4.6%

tata power co ltd

3.7%
3.7%

power finance corp ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

22.7%
22.7%

industrials

21.9%
21.9%

basic materials

12.8%
12.8%

consumer cyclical

12.1%
12.1%

consumer defensive

10.8%
10.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 49,892 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

26.1%

25.8%

36.6%

24%

4.5%

4.2%

15.6%

24.2%

4.5%

3.4%

Motilal Oswal Nifty Next 50 Index Fund (G) Review

Motilal Oswal Nifty Next 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 22.4% over a period of 4 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 Next 50 Index Fund (G) as of 6/18/2024 is ₹24.90 with the total AUM as of 6/19/2024 is ₹277.097. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty Next 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 Next 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 Next 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 Nifty Next 50 TR INR.

Motilal Oswal Nifty Next 50 Index Fund (G) is rated as a 2 fund in Equity and delivered 64.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty Next 50 Index Fund (G).

Frequently Asked Questions

What is Motilal Oswal Nifty Next 50 Index Fund (G)?

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

How to invest in Motilal Oswal Nifty Next 50 Index Fund (G)?

You can invest in Motilal Oswal Nifty Next 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 Next 50 Index Fund (G)?

The minimum sip amount for Motilal Oswal Nifty Next 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal Nifty Next 50 Index Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Nifty Next 50 Index Fund (G) is a Neutral fund. You can investMotilal Oswal Nifty Next 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 Next 50 Index Fund (G)?

The expense ratio of the Motilal Oswal Nifty Next 50 Index Fund (G) is 1.03% for regular plan.