Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
+23.76%
3Y annualised
-1.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Feb '26
₹24.96
Min. for SIP
₹500
Fund size
₹400.69 Cr
Expense ratio
0.32%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹26,829
-10.57%
1 year₹60,000₹52,499
-12.50%
3 years₹1,80,000₹2,17,390
+20.77%
5 years₹3,00,000₹4,39,601
+46.53%

Holdings (51)

NameSectorInstrumentsAssets
Vedanta Ltd.Metals & MiningEquity5.12%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.88%
TVS Motor Company Ltd.AutomobileEquity3.82%
Divi's Laboratories Ltd.HealthcareEquity3.40%
Bharat Petroleum Corporation Ltd.EnergyEquity3.13%
Britannia Industries Ltd.Consumer StaplesEquity3.06%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.05%
Varun Beverages Ltd.Consumer StaplesEquity2.85%
Tata Power Company Ltd.EnergyEquity2.72%
Indian Oil Corporation Ltd.EnergyEquity2.70%
The Indian Hotels Company Ltd.ServicesEquity2.62%
Bank Of BarodaFinancialEquity2.46%
LTIMindtree Ltd.TechnologyEquity2.45%
Power Finance Corporation Ltd.FinancialEquity2.44%
Avenue Supermarts Ltd.ServicesEquity2.40%
Adani Power Ltd.EnergyEquity2.36%
Samvardhana Motherson International Ltd.AutomobileEquity2.22%
Canara BankFinancialEquity2.20%
Info Edge (India) Ltd.ServicesEquity2.15%
Bajaj Holdings & Investment Ltd.FinancialEquity2.07%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.05%
REC Ltd.FinancialEquity2.01%
GAIL (India) Ltd.EnergyEquity2.00%
Pidilite Industries Ltd.ChemicalsEquity1.97%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.94%
Punjab National BankFinancialEquity1.91%
Jindal Steel Ltd.Metals & MiningEquity1.87%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.83%
DLF Ltd.ConstructionEquity1.80%
United Spirits Ltd.Consumer StaplesEquity1.78%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.77%
Shree Cement Ltd.ConstructionEquity1.59%
Solar Industries India Ltd.ChemicalsEquity1.45%
Havells India Ltd.Capital GoodsEquity1.43%
Bosch Ltd.AutomobileEquity1.40%
Hyundai Motor India Ltd.AutomobileEquity1.39%
Ambuja Cements Ltd.ConstructionEquity1.38%
Adani Energy Solutions Ltd.EnergyEquity1.37%
ABB India Ltd.Capital GoodsEquity1.29%
Siemens Ltd.Capital GoodsEquity1.21%
Lodha Developers Ltd.ConstructionEquity1.21%
Hindustan Zinc Ltd.Metals & MiningEquity1.21%
Adani Green Energy Ltd.Capital GoodsEquity1.16%
JSW Energy Ltd.Capital GoodsEquity1.09%
Zydus Lifesciences Ltd.HealthcareEquity0.98%
Siemens Energy India Ltd.EnergyEquity0.97%
Indian Railway Finance Corporation Ltd.FinancialEquity0.95%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.86%
Life Insurance Corporation of IndiaInsuranceEquity0.81%
Bajaj Housing Finance Ltd.FinancialEquity0.38%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.04%
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+22.8%+23.8%+15.8%+15.9%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)8210--

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

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

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

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. Swapnil P Mayekar 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 ₹1,36,181 Cr and the Latest NAV as of 27 Feb 2026 is ₹24.96. 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₹1,36,181.42 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
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,