Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
13.66%
3Y annualised
+2.61% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2025₹22.45
Min. SIP amount₹500
Rating4
Fund size₹309.25Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.5%13.7%17.2%17.3%
Category average8.2%10.5%15.1%NA
Rank with in category61013NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
13.1%17.8%34,432.09
5
12.7%14.5%66,206.57
5
9.5%13.2%429.06
4
12.3%11.8%1,744.59
4
14.0%11.8%15,311.79

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity7.90%
FinancialEquity4.02%
ServicesEquity3.67%
Consumer StaplesEquity3.50%
Capital GoodsEquity3.26%
HealthcareEquity3.18%
Metals & MiningEquity3.09%
ServicesEquity2.79%
EnergyEquity2.72%
FinancialEquity2.68%
FinancialEquity2.56%
Capital GoodsEquity2.37%
AutomobileEquity2.28%
ConstructionEquity2.17%
ServicesEquity2.16%
TechnologyEquity2.12%
EnergyEquity2.12%
FinancialEquity2.11%
EnergyEquity2.10%
FinancialEquity2.03%
Consumer StaplesEquity1.97%
AutomobileEquity1.89%
FinancialEquity1.84%
ChemicalsEquity1.83%
InsuranceEquity1.75%
Capital GoodsEquity1.74%
EnergyEquity1.71%
Consumer StaplesEquity1.67%
ConstructionEquity1.59%
Capital GoodsEquity1.49%
ConstructionEquity1.48%
FinancialEquity1.45%
Metals & MiningEquity1.45%
ConstructionEquity1.42%
Capital GoodsEquity1.41%
FinancialEquity1.38%
Capital GoodsEquity1.31%
HealthcareEquity1.29%
Consumer StaplesEquity1.23%
AutomobileEquity1.21%
Capital GoodsEquity1.21%
EnergyEquity1.19%
FinancialEquity1.09%
InsuranceEquity1.05%
EnergyEquity1.04%
HealthcareEquity1.00%
ServicesEquity0.97%
FinancialEquity0.95%
EnergyEquity0.86%
InsuranceEquity0.81%
See All

Expense ratio, exit load and tax

Expense ratio: 0.35%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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