Motilal Oswal Nifty Next 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.92
• Std Deviation 16.84%
• Tracking Error 0.00%

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 292.41 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.03%. 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 Trent, Bharat Electronics, Hindustan Aeronautics & Interglobe Aviation.

The major sectors where the fund is invested are Aerospace & Defense, Personal & Household Prods., Consumer Financial Services & Retail (Apparel).

Some of the similar funds are Motilal Oswal Nifty Next 50 Index Fund Regular Growth, HSBC Nifty 50 Index Fund Regular Growth, Kotak Nifty 200 Momentum 30 Index Fund Regular Growth, HDFC Nifty 100 Equal Weight Index Fund Regular Growth, HDFC Nifty Smallcap 250 Index Fund Regular Growth. Motilal Oswal Nifty Next 50 Index Fund Regular Growth has a sharpe ratio of 0.92 & a standard deviation of 16.84%.