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Index Fundregulargrowth📊 NIFTY 50 TRI

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Motilal Oswal Mutual Fund

#204 of 242 (1Y)

₹19.9122

0.30 (-1.49%)

NAV as of 29 May 2026

Option:Growth₹19.9122Growth₹20.4434

Today's NAV — all variants

Regular · Growth

₹₹19.9122

0.30 (-1.49%)

29 May 2026

AMFI: 147795

Direct · Growth

₹₹20.4434

0.31 (-1.49%)

29 May 2026

AMFI: 147794

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.64%
1 Month-2.85%
3 Months-7.94%
6 Months-9.12%
1 Year-4.91%
3 Years (CAGR)+9.71%
5 Years (CAGR)+10.10%
10 Years (CAGR)
Since Inception (Dec 2019)+11.42%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-8.57%
3 Year SIP+2.93%
5 Year SIP+6.98%
Since Inception (Dec 2019)+10.15%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹38,500

Invested

₹53,101

Value today

9.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,991

Value today

11.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,85,000

Withdrawn

₹14,60,214

Corpus left

+₹8,45,214 net gain — withdrew ₹3,85,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹13,68,101

Value today

+14.5%

vs lumpsum

STP beat direct lumpsum by 14.5% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,15,641

Value today

3.2×

Multiple

Staying invested through that crash turned ₹1L into ₹3,15,641 — a 3.2× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 6 years

Expense ratio drag on your actual returns

Direct plan

₹49,195

Regular plan

₹48,492

Direct earns ₹703 more on a ₹36K investment0.33% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹845 Cr
Expense Ratio0.51%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 50 TRI
Launch Date23 Dec 2019
AMFI Code147795

Risk Metrics

Trailing 1 year, annualised

-0.49

Sharpe Ratio

Alpha

Beta

-0.48

Sortino

13.58%

Std Dev

-15.18%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:NIFTY 50 TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹845 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.51%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations