Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Other
Index
Very High Risk
20.58%
3Y annualised
+0.63% 1D
1M
6M
1Y
3Y
All
NAV: 18 Mar 2024₹20.73
Min. SIP amount₹500
Rating2
Fund size₹199.68Cr

Return calculator

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

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA54.8%20.6%18.8%
Category averageNA39.4%17.5%NA
Rank with in categoryNA914NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity4.82%
Capital GoodsEquity4.14%
FinancialEquity3.82%
EnergyEquity3.55%
EnergyEquity3.43%
ConstructionEquity3.27%
Capital GoodsEquity3.25%
AutomobileEquity2.81%
FinancialEquity2.79%
EnergyEquity2.77%
See All

Pros and cons

Category: Other Index

Pros

Cons

Lower expense ratio: 0.35%
Low rating: 2
Consistently higher annualised returns than category average for the past 1Y and 3Y
Exit load is zero

Expense ratio, exit load and tax

Expense ratio: 0.35%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 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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