Motilal Oswal Mutual Fund

Motilal Oswal NIFTY Next 50 ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.2
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Next 50 TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹1.92 Cr

Performance

1Y
Fund0.02%
Cat. Avg.-0.91%
2Y
FundN/A
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund4.32%
Cat. Avg.-6.26%

Fund Facts

No available Data

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Adani Power Limited1.013.80%
2Tata Motors Ltd0.973.61%
3Divi's Laboratories Limited0.913.42%
4Hindustan Aeronautics Limited0.913.40%
5TVS Motor Company Limited0.893.32%
6Cholamandalam Investment and Finance Company Limited0.853.16%
7Cummins India Limited0.843.13%
8Avenue Supermarts Limited0.772.88%
9Varun Beverages Ltd0.762.84%
10Samvardhana Motherson International Limited0.722.67%

Similar Funds

Mirae Asset Mutual Fund
NAV / Fund Size₹150.69₹43,690.03 Cr
Large & Mid Cap FundVery High RiskEquity

3.25%

5.16%

15.00%

12.32%

18.57%

Nippon India Mutual Fund
NAV / Fund Size₹173.31₹68,371.94 Cr
Small Cap FundVery High RiskEquity

4.78%

5.05%

19.69%

20.88%

19.94%

Motilal Oswal Mutual Fund
NAV / Fund Size₹56.98₹14,103.98 Cr
Flexi Cap FundVery High RiskEquity

-5.45%

5.65%

18.30%

11.95%

15.53%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000059758-0.4%-0.8%
SI09 Jun, 258500085321+0.4%+0.5%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.00 L.+0.0%+0.0%
SI14 May, 251 L.1.06 L.+6.2%+4.3%

SIP Calculator

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
₹9.00L
Total Profit
₹14.80L
SIP 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.

Search Funds