Motilal Oswal NIFTY Next 50 ETF
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
Fund6.93%
Cat. Avg.4.42%
2Y
FundN/A
Cat. Avg.3.40%
3Y
FundN/A
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund9.45%
Cat. Avg.-5.56%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
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 | Adani Power Limited | 1.01 | 3.80% |
| 2 | Tata Motors Ltd | 0.97 | 3.61% |
| 3 | Divi's Laboratories Limited | 0.91 | 3.42% |
| 4 | Hindustan Aeronautics Limited | 0.91 | 3.40% |
| 5 | TVS Motor Company Limited | 0.89 | 3.32% |
| 6 | Cholamandalam Investment and Finance Company Limited | 0.85 | 3.16% |
| 7 | Cummins India Limited | 0.84 | 3.13% |
| 8 | Avenue Supermarts Limited | 0.77 | 2.88% |
| 9 | Varun Beverages Ltd | 0.76 | 2.84% |
| 10 | Samvardhana Motherson International Limited | 0.72 | 2.67% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63758 | +6.3% | +13.0% |
| SI | 09 Jun, 25 | 70000 | 74359 | +6.2% | +11.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.06 L. | +6.5% | N/A |
| SI | 14 May, 25 | 1 L. | 1.11 L. | +11.3% | +9.5% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
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.