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Motilal Oswal Nifty Next 50 Index Fund Regular-Growth

Motilal Oswal Nifty Next 50 Index Fund Regular-Growth

Large CapEquity: Large CapVery High Risk
PaisaSmartPaisaSmart rating★★★★★★★★★★1

The fund is rated 1 star. Taken together, the fund's movement relative to its index and annual fee of 1.11% place it behind most similar funds.

Why this rating

This index fund/ETF has a beta of 1.284%, and an expense ratio of 1.11%, giving it a 1.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.

Our score weighs long-term performance, risk and consistency — not just past returns.

Returns

As of 8 Oct 2026

1W
-2.00%
1M
-7.40%
3M
-4.58%
6M
+2.13%
9M
-2.34%
1Y
-0.97%
2Y
-4.88%
3Y
+14.27%
4Y
+11.91%
5Y
+9.15%
Since launch
+13.18%

Risk ratios

As of 30 Sep 2026

Standard deviation
20.40
Sharpe ratio
0.53
Sortino ratio
0.72
Beta
1.27
Alpha
7.16
R-squared
0.85
Treynor ratio
8.54
Information ratio
0.90
Mean
16.46

Portfolio

As of 31 Aug 2026

Market-cap split

Large cap86.88%Mid cap13.12%
P/E
18.93
P/B
3.15
Style
Blend

Sector allocation

Financial19.85%
Energy15.00%
Capital Goods14.12%
Automobile13.82%
Healthcare8.80%
Consumer Staples7.76%
Services5.03%
Metals & Mining4.73%

Holdings (51)

Holding% of fundValueShares
Divi's Laboratories Ltd.4.74%₹24.74 Cr26,129
TVS Motor Company Ltd.4.02%₹20.97 Cr48,297
Tata Motors Ltd.3.88%₹20.23 Cr4,29,404
Hindustan Aeronautics Ltd.3.59%₹18.73 Cr39,004
Adani Power Ltd.3.24%₹16.89 Cr8,53,110
Cholamandalam Investment and Finance Company Ltd.3.17%₹16.52 Cr88,947
Samvardhana Motherson International Ltd.2.97%₹15.48 Cr9,06,724
Torrent Pharmaceuticals Ltd.2.92%₹15.25 Cr30,107
Cummins India Ltd.2.72%₹14.18 Cr27,773
Bharat Petroleum Corporation Ltd.2.58%₹13.48 Cr4,15,961

Fund details

In brief

Return that corresponds to the performance of Nifty Next 50 Index subject to tracking error. Equity and equity related securities covered by Nifty Next 50 Index. Long term capital growth.

Investment objective

The Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error.

Exit load

Exit load of 1%, if redeemed within 15 days.

Fund type
Open-ended
Min lumpsum
₹500
Min withdrawal
₹500
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00
Frequently Asked Questions