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Home Mf Research Motilal Oswal Nifty Next 50 Index Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,033.69 +3.37%
Two Week 2026-10-19 ₹1,000.00 ₹1,013.35 +1.34%
One Month 2026-10-05 ₹1,000.00 ₹1,005.73 +0.57%
Three Months 2026-08-05 ₹3,000.00 ₹2,894.12 -3.53%
Six Months 2026-05-07 ₹6,000.00 ₹5,830.31 -2.83%
One Year 2025-11-03 ₹12,000.00 ₹12,033.13 +0.28%
Three Year 2023-11-06 ₹36,000.00 ₹38,113.82 +5.87%
Five Year 2021-11-08 ₹60,000.00 ₹78,160.29 +30.27%
Since Inception 2019-12-23 ₹84,000.00 ₹130,968.32 +55.91%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Power 9.47%
Finance 9.40%
Pharmaceuticals & Biotechnology 8.91%
Electrical Equipment 7.97%
Banks 6.34%
Automobiles 5.13%
Auto Components 4.63%
Petroleum Products 4.56%
Industrial Products 4.39%
Non - Ferrous Metals 3.99%
Chemicals & Petrochemicals 3.83%
Aerospace & Defense 3.63%
Agricultural, Commercial & Construction Vehicles 3.61%
IT - Software 3.30%
Retailing 2.51%
Beverages 2.42%
Food Products 2.33%
Capital Markets 1.91%
Gas 1.88%
Diversified Metals 1.87%
Realty 1.77%
Ferrous Metals 1.72%
Telecom - Services 1.46%
Personal Products 1.40%
Cement & Cement Products 0.96%
Industrial Manufacturing 0.66%
Other -0.05%

Top Holdings

Company-wise portfolio exposure

Divi's Laboratories Limited 4.84%
TVS Motor Company Limited 3.95%
Hindustan Aeronautics Limited 3.63%
Tata Motors Ltd 3.61%
Adani Power Limited 3.48%
Samvardhana Motherson International Limited 2.96%
Torrent Pharmaceuticals Limited 2.89%
Cholamandalam Investment and Finance Company Limited 2.88%
Vedanta Aluminium Metal Limited 2.87%
Cummins India Limited 2.63%
Avenue Supermarts Limited 2.51%
Bharat Petroleum Corporation Limited 2.49%
Tata Power Company Limited 2.47%
Varun Beverages Ltd 2.42%
CG Power and Industrial Solutions Limited 2.40%
Britannia Industries Limited 2.33%
Indian Oil Corporation Limited 2.07%
Solar Industries India Limited 1.97%
Power Finance Corporation Limited 1.94%
Bajaj Holdings & Investment Limited 1.91%
HDFC Asset Management Company Limited 1.91%
GAIL (India) Limited 1.88%
Vedanta Limited 1.87%
Pidilite Industries Limited 1.86%
DLF Limited 1.77%
Wipro Limited 1.76%
Polycab India Limited 1.76%
Adani Energy Solutions Limited 1.76%
Adani Green Energy Limited 1.76%
Bank of Baroda 1.75%
Jindal Steel Limited 1.72%
Bosch Limited 1.67%
Canara Bank 1.64%
Hitachi Energy India Limited 1.60%
Punjab National Bank 1.60%
LTM Limited 1.54%
Vodafone Idea Limited 1.46%
ABB India Limited 1.46%
Godrej Consumer Products Limited 1.40%
Union Bank of India 1.35%
Siemens Limited 1.35%
Muthoot Finance Limited 1.20%
Hyundai Motor India Ltd 1.18%
Zydus Lifesciences Limited 1.18%
Siemens Energy India Limited 1.16%
Hindustan Zinc Limited 1.12%
Ambuja Cements Limited 0.96%
Tata Capital Limited 0.74%
Indian Railway Finance Corporation Limited 0.73%
Mazagon Dock Shipbuilders Limited 0.66%
Triparty Repo 0.31%
Net Receivables / (Payables) -0.36%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
20.10%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.4
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 20.80% 20.76% 15.97%
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 20.63% 21.60% 20.34%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 18.09% 0.00% 20.83%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.40% 0.00% 17.49%
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 15.03% 27.72% 17.48%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 11.55% 0.00% 6.59%
DSP Nifty Healthcare Index Fund - Regular Plan - Growth 11.29% 0.00% 12.04%
Aditya Birla Sun Life Nifty India Defence Index Fund - Regular Plan - Growth 8.75% 0.00% 11.20%
HDFC Crisil-IBX Fin Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.73% 0.00% 6.77%
ICICI Prudential Crisil-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.62% 0.00% 6.86%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 19.78% 13.46% 13.16%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 18.25% 0.00% 14.12%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 17.67% 25.02% 19.44%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.35% 0.00% 11.79%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.77% 0.00% 22.05%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 14.69% 31.81% 24.77%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 13.25% 0.00% 18.27%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.11%
Expense Ratio (Direct)
0.40%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Next 50 TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
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