Motilal Oswal NIFTY Next 50 Index Fund - Regular Plan - Growth
Expense Ratio: 1.04
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Next 50 TRI
Inception: 03-12-2019
Exit Load: Nil
Fund Size:₹397.54 Cr
Performance
1Y
Fund4.84%
Cat. Avg.1.93%
2Y
Fund-1.67%
Cat. Avg.2.77%
3Y
Fund17.36%
Cat. Avg.10.71%
5Y
Fund12.85%
Cat. Avg.10.80%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund14.91%
Cat. Avg.6.96%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
17.60%
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Vedanta Limited | 19.80 | 5.20% |
| 2 | Tata Motors Ltd | 14.68 | 3.85% |
| 3 | TVS Motor Company Limited | 14.06 | 3.69% |
| 4 | Divi's Laboratories Limited | 13.45 | 3.53% |
| 5 | Hindustan Aeronautics Limited | 11.77 | 3.09% |
| 6 | Britannia Industries Limited | 11.37 | 2.98% |
| 7 | Tata Power Company Limited | 11.28 | 2.96% |
| 8 | Adani Power Limited | 11.07 | 2.91% |
| 9 | Cummins India Limited | 10.82 | 2.84% |
| 10 | Avenue Supermarts Limited | 10.37 | 2.72% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63191 | +5.3% | +11.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +5.9% | +6.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.06 L. | +14.5% | +9.4% |
| 5Y | 09 Aug, 21 | 3 L. | 4.14 L. | +38.0% | +13.2% |
| SI | 07 Jan, 20 | 3.95 L. | 6.43 L. | +62.8% | +14.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.05 L. | +4.8% | +4.8% |
| 2Y | 15 Jul, 24 | 1 L. | 96688 | -3.3% | -1.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.61 L. | +61.2% | +17.3% |
| 5Y | 15 Jul, 21 | 1 L. | 1.83 L. | +83.0% | +12.9% |
| SI | 26 Dec, 19 | 1 L. | 2.49 L. | +148.7% | +14.9% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.