Motilal Oswal Nifty Next 50 Index Fund · Regular · Growth
NAV
₹24.7933
as of 17 Jun 2026
Expense Ratio
1.04%
AUM
₹409 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.81%
- 3Y
- +17.80%
- 5Y
- +13.31%
- Since Inception
- +15.03%
SIP returns (XIRR)
- 1Y
- +11.63%
- 3Y
- +11.23%
- 5Y
- +13.68%
- Since Inception
- +15.43%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹39,000
Invested
₹61,043
Value today
13.8%
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
₹2,346
Value today
14.1%
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
₹3,90,000
Withdrawn
₹17,35,951
Corpus left
+₹11,25,951 net gain — withdrew ₹3,90,000 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
₹15,55,503
Value today
+10.5%
vs lumpsum
STP beat direct lumpsum by 10.5% — 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
₹3,55,512
Value today
3.6×
Multiple
Staying invested through that crash turned ₹1L into ₹3,55,512 — a 3.6× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.07
Sharpe Ratio
—
Alpha
—
Beta
-0.06
Sortino
18.77%
Std Dev
-17.51%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Finance12.00%
- Power9.00%
- Pharmaceuticals & Biotechnology7.00%
- Banks7.00%
- Electrical Equipment6.00%
- Automobiles5.00%
- Diversified Metals5.00%
- Petroleum Products5.00%
- Agricultural, Commercial & Construction Vehicles4.00%
- Beverages4.00%
- Auto Components3.00%
- Aerospace & Defense3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
Motilal Oswal Nifty Next 50 Index Fund · Regular · 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 Next 50 Index Fund · Regular · 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 ₹409 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY NEXT 50 INDEX- TRI. The current expense ratio is 1.04%.
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