Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Motilal Oswal Nifty Next 50 Index Fund Direct Growth

+19.90%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹22.88
Min. for SIP
₹500
Fund size
₹426.93 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 & MiningEquity5.24%
TVS Motor Company Ltd.AutomobileEquity3.91%
Divi's Laboratories Ltd.HealthcareEquity3.50%
Bharat Petroleum Corporation Ltd.EnergyEquity3.21%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.19%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.15%
Britannia Industries Ltd.Consumer StaplesEquity3.04%
Indian Oil Corporation Ltd.EnergyEquity3.01%
Tata Power Company Ltd.EnergyEquity2.73%
Varun Beverages Ltd.Consumer StaplesEquity2.66%
Power Finance Corporation Ltd.FinancialEquity2.59%
Bank Of BarodaFinancialEquity2.57%
Samvardhana Motherson International Ltd.AutomobileEquity2.55%
The Indian Hotels Company Ltd.ServicesEquity2.52%
Avenue Supermarts Ltd.ServicesEquity2.44%
Adani Power Ltd.EnergyEquity2.38%
Canara BankFinancialEquity2.28%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.14%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.11%
Bajaj Holdings & Investment Ltd.FinancialEquity2.01%
Jindal Steel Ltd.Metals & MiningEquity2.00%
Pidilite Industries Ltd.ChemicalsEquity1.99%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.98%
GAIL (India) Ltd.EnergyEquity1.97%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.95%
Punjab National BankFinancialEquity1.92%
REC Ltd.FinancialEquity1.88%
LTIMindtree Ltd.TechnologyEquity1.78%
United Spirits Ltd.Consumer StaplesEquity1.75%
Info Edge (India) Ltd.ServicesEquity1.72%
DLF Ltd.ConstructionEquity1.67%
Havells India Ltd.Capital GoodsEquity1.52%
Adani Energy Solutions Ltd.EnergyEquity1.51%
Shree Cement Ltd.ConstructionEquity1.49%
Solar Industries India Ltd.ChemicalsEquity1.41%
ABB India Ltd.Capital GoodsEquity1.37%
Bosch Ltd.AutomobileEquity1.35%
Hyundai Motor India Ltd.AutomobileEquity1.33%
Ambuja Cements Ltd.ConstructionEquity1.31%
Siemens Ltd.Capital GoodsEquity1.30%
Adani Green Energy Ltd.Capital GoodsEquity1.25%
Lodha Developers Ltd.ConstructionEquity1.20%
Hindustan Zinc Ltd.Metals & MiningEquity1.13%
JSW Energy Ltd.Capital GoodsEquity1.13%
Siemens Energy India Ltd.EnergyEquity1.11%
Zydus Lifesciences Ltd.HealthcareEquity0.99%
Life Insurance Corporation of IndiaInsuranceEquity0.81%
Indian Railway Finance Corporation Ltd.FinancialEquity0.80%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.73%
Bajaj Housing Finance Ltd.FinancialEquity0.35%
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+3.0%+19.9%+13.8%+14.2%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)32311--

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

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 ₹1,35,167 Cr and the Latest NAV as of 20 Mar 2026 is ₹22.88. 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₹1,35,166.52 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,