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
Fund6.08%
Cat. Avg.2.61%
2Y
Fund0.60%
Cat. Avg.3.39%
3Y
Fund17.45%
Cat. Avg.10.42%
5Y
Fund13.13%
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund14.95%
Cat. Avg.7.02%
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% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63473 | +5.8% | +12.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.4% | +6.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.07 L. | +15.0% | +9.6% |
| 5Y | 09 Aug, 21 | 3 L. | 4.16 L. | +38.6% | +13.3% |
| SI | 07 Jan, 20 | 3.95 L. | 6.46 L. | +63.5% | +14.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.06 L. | +5.7% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 99962 | -0.0% | -0.0% |
| 3Y | 20 Jul, 23 | 1 L. | 1.62 L. | +62.0% | +17.4% |
| 5Y | 20 Jul, 21 | 1 L. | 1.85 L. | +85.3% | +13.1% |
| SI | 26 Dec, 19 | 1 L. | 2.50 L. | +149.8% | +15.0% |
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.