Motilal Oswal Nifty Next 50 Index Fund Regular Growth

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Index Funds
Index Funds
Rating N.A.
Plan

23.25 +0.32 (1.38%) NAV as on 05 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)400.69
CAGR 13.66%
Exit Load1.00%
Expense ratio1.04%
CategoryIndex Funds
Min Investment500
Min SIP500
Launch Date2019-12-23

Asset Allocation

Holdings As On - 07 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Vedanta
20.51
5.12%

Hindustan Aeronautics
15.54
3.88%

TVS Motor Company
15.31
3.82%

Divi's Laboratories
13.63
3.40%

Britannia Industries
12.26
3.06%

Cholamandalam Investment and Finance Company Ltd
12.24
3.05%

Varun Beverages
11.44
2.85%

Tata Power Company
10.91
2.72%

Peer Comparison

Fund Name
Motilal Oswal Nifty Next 50 Index Fund Regular Growth13.66%
HSBC Nifty 50 Index Fund Regular Growth11.58%
Tata BSE Sensex Index Fund Regular Plan9.03%
HDFC Nifty 100 Index Fund Regular Growth11.71%
Nippon India Nifty 500 Equal Weight Index Fund Regular Growth10.28%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.77
Std Deviation 17.00%
Tracking Error 0.00%

About Fund

The Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The Motilal Oswal Nifty Next 50 Index Fund Regular Growth has an AUM of 400.69 crores & has delivered CAGR of 13.64% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.04%. The minimum investment in Motilal Oswal Nifty Next 50 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Vedanta, Hindustan Aeronautics, TVS Motor Company & Divi's Laboratories.

The major sectors where the fund is invested are Electric Utilities, Consumer Financial Services, Regional Banks & Metal Mining.

Some of the similar funds are Motilal Oswal Nifty Next 50 Index Fund Regular Growth, HSBC Nifty 50 Index Fund Regular Growth, Tata BSE Sensex Index Fund Regular Plan, HDFC Nifty 100 Index Fund Regular Growth, Nippon India Nifty 500 Equal Weight Index Fund Regular Growth. Motilal Oswal Nifty Next 50 Index Fund Regular Growth has a sharpe ratio of 0.77 & a standard deviation of 17.00%.