Motilal Oswal NIFTY Next 50 Index Fund - Direct Plan - Growth
Expense Ratio: 0.32
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Next 50 TRI
Inception: 03-12-2019
Exit Load: Nil
Fund Size:₹397.54 Cr
Performance
1Y
Fund5.21%
Cat. Avg.2.60%
2Y
Fund-0.87%
Cat. Avg.3.27%
3Y
Fund17.93%
Cat. Avg.11.08%
5Y
Fund13.43%
Cat. Avg.11.42%
10Y
FundN/A
Cat. Avg.11.96%
SI
Fund15.61%
Cat. Avg.7.43%
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 | Adani Power Limited | 18.36 | 3.79% |
| 2 | Tata Motors Ltd | 17.47 | 3.61% |
| 3 | Divi's Laboratories Limited | 16.54 | 3.41% |
| 4 | Hindustan Aeronautics Limited | 16.44 | 3.39% |
| 5 | TVS Motor Company Limited | 16.08 | 3.32% |
| 6 | Cholamandalam Investment and Finance Company Limited | 15.31 | 3.16% |
| 7 | Cummins India Limited | 15.12 | 3.12% |
| 8 | Avenue Supermarts Limited | 13.96 | 2.88% |
| 9 | Varun Beverages Ltd | 13.73 | 2.83% |
| 10 | Samvardhana Motherson International Limited | 12.94 | 2.67% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63149 | +5.2% | +11.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.3% | +6.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.08 L. | +15.3% | +9.9% |
| 5Y | 09 Aug, 21 | 3 L. | 4.20 L. | +40.2% | +13.8% |
| SI | 07 Jan, 20 | 3.95 L. | 6.58 L. | +66.6% | +15.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.05 L. | +5.2% | +5.2% |
| 2Y | 18 Jul, 24 | 1 L. | 99351 | -0.6% | -0.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.64 L. | +64.0% | +17.9% |
| 5Y | 19 Jul, 21 | 1 L. | 1.89 L. | +89.0% | +13.6% |
| SI | 26 Dec, 19 | 1 L. | 2.59 L. | +159.0% | +15.6% |
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.