Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Motilal Oswal Nifty Next 50 Index Fund Direct Growth

+16.64%
3Y annualised
+1.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Sep '26
₹25.91
Min. for SIP
₹500
Fund size (AUM)
₹521.74 Cr
Expense ratio
0.40%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,646
+2.15%
1 year₹60,000₹61,393
+2.32%
3 years₹1,80,000₹2,06,822
+14.90%
5 years₹3,00,000₹4,13,899
+37.97%

Holdings (52)

NameSectorInstrumentsAssets
Divi's Laboratories LtdHealthcareEquity4.74%
TVS Motor Company LtdConsumer DiscretionaryEquity4.02%
Tata Motors LtdIndustrialsEquity3.88%
Hindustan Aeronautics LtdIndustrialsEquity3.59%
Adani Power LtdEnergy & UtilitiesEquity3.24%
Cholamandalam Investment & Finance Company LtdFinancialEquity3.17%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.97%
Torrent Pharmaceuticals LtdHealthcareEquity2.92%
Cummins India LtdIndustrialsEquity2.72%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity2.58%
The Indian Hotels Company LtdConsumer DiscretionaryEquity2.55%
CG Power & Industrial Solutions LtdIndustrialsEquity2.48%
Avenue Supermarts LtdConsumer StaplesEquity2.48%
Britannia Industries LtdConsumer StaplesEquity2.44%
Tata Power Company LtdEnergy & UtilitiesEquity2.28%
Varun Beverages LtdConsumer StaplesEquity2.16%
HDFC Asset Management Company LtdFinancialEquity2.11%
Pidilite Industries LtdMaterialsEquity2.06%
Indian Oil Corporation LtdEnergy & UtilitiesEquity2.05%
Bajaj Holdings & Investment LtdFinancialEquity1.99%
Power Finance Corporation LtdFinancialEquity1.93%
Solar Industries India LtdMaterialsEquity1.93%
GAIL (India) LtdEnergy & UtilitiesEquity1.89%
Vedanta LtdMaterialsEquity1.86%
Adani Transmission LtdEnergy & UtilitiesEquity1.83%
DLF LtdReal EstateEquity1.75%
Bank Of BarodaFinancialEquity1.74%
Jindal Steel & Power LtdMaterialsEquity1.74%
United Spirits LtdConsumer StaplesEquity1.73%
Bosch LtdConsumer DiscretionaryEquity1.71%
Canara BankFinancialEquity1.68%
LTIMindtree LtdTechnologyEquity1.66%
Adani Green Energy LtdEnergy & UtilitiesEquity1.61%
REC LtdFinancialEquity1.59%
ABB India LtdIndustrialsEquity1.58%
Punjab National BankFinancialEquity1.55%
Union Bank of IndiaFinancialEquity1.44%
Godrej Consumer Products LtdConsumer StaplesEquity1.43%
Siemens LtdDiversifiedEquity1.40%
Macrotech Developers LtdReal EstateEquity1.31%
Muthoot Finance LtdFinancialEquity1.26%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity1.24%
Shree Cement LtdMaterialsEquity1.22%
Zydus Lifesciences LtdHealthcareEquity1.14%
Hindustan Zinc LtdMaterialsEquity1.13%
Siemens Energy India LtdEnergy & UtilitiesEquity1.13%
Ambuja Cements LtdMaterialsEquity0.99%
Mazagon Dock Shipbuilders LtdIndustrialsEquity0.74%
TATA CAPITAL LIMITED EQFinancialEquity0.73%
Indian Railway Finance Corporation LtdFinancialEquity0.66%
RepoUnspecifiedRepo0.23%
Net PayablesUnspecifiedNet Payables-0.26%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+4.4%+16.6%+11.4%+15.2%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)1677--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

RS
Rakesh Shetty
Dec 2024 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

SPM
Swapnil P Mayekar
Dec 2019 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

DM
Dishant Mehta
Oct 2024 - Present
View details

Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Also manages these schemes

About Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Motilal Oswal Nifty Next 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Rakesh Shetty is the Current Fund Manager of Motilal Oswal Nifty Next 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,64,210 Cr and the Latest NAV as of 18 Sep 2026 is ₹25.91. The Motilal Oswal Nifty Next 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 15 days. ;

Investment Objective

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

Fund house

Rank (total assets)#19 in India
Total AUM₹1,64,209.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,