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Fund Overview

Fund Size

Fund Size

₹341 Cr

Expense Ratio

Expense Ratio

1.04%

ISIN

ISIN

INF247L01AD9

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

23 Dec 2019

About this fund

Motilal Oswal Nifty Next 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 5 years, 6 months and 11 days, having been launched on 23-Dec-19.
As of 03-Jul-25, it has a Net Asset Value (NAV) of ₹23.48, Assets Under Management (AUM) of 341.14 Crores, and an expense ratio of 1.04%.
  • Motilal Oswal Nifty Next 50 Index Fund Regular Growth has given a CAGR return of 16.70% since inception.
  • The fund's asset allocation comprises around 100.05% in equities, 0.00% in debts, and -0.05% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Nifty Next 50 Index Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-6.01%

(Cat Avg.)

3 Years

+22.45%

(Cat Avg.)

5 Years

+20.54%

(Cat Avg.)

Since Inception

+16.70%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity341.32 Cr100.05%
Others-0.18 Cr-0.05%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
InterGlobe Aviation LtdEquity15.27 Cr4.48%
Hindustan Aeronautics Ltd Ordinary SharesEquity13.8 Cr4.04%
Divi's Laboratories LtdEquity12.26 Cr3.59%
Vedanta LtdEquity10.79 Cr3.16%
Indian Hotels Co LtdEquity9.87 Cr2.89%
Cholamandalam Investment and Finance Co LtdEquity9.84 Cr2.88%
Tata Power Co LtdEquity9.63 Cr2.82%
TVS Motor Co LtdEquity9.53 Cr2.80%
Britannia Industries LtdEquity9.49 Cr2.78%
Varun Beverages LtdEquity9.32 Cr2.73%
Bharat Petroleum Corp LtdEquity9.01 Cr2.64%
Power Finance Corp LtdEquity8.63 Cr2.53%
Godrej Consumer Products LtdEquity8.61 Cr2.52%
Avenue Supermarts LtdEquity8.59 Cr2.52%
Bajaj Holdings and Investment LtdEquity8.48 Cr2.49%
Info Edge (India) LtdEquity8.09 Cr2.37%
Indian Oil Corp LtdEquity7.74 Cr2.27%
GAIL (India) LtdEquity7.47 Cr2.19%
DLF LtdEquity7.47 Cr2.19%
REC LtdEquity7.34 Cr2.15%
Pidilite Industries LtdEquity6.98 Cr2.05%
LTIMindtree LtdEquity6.83 Cr2.00%
Bank of BarodaEquity6.75 Cr1.98%
Samvardhana Motherson International LtdEquity6.59 Cr1.93%
United Spirits LtdEquity6.55 Cr1.92%
ICICI Lombard General Insurance Co LtdEquity6.55 Cr1.92%
CG Power & Industrial Solutions LtdEquity6.42 Cr1.88%
Adani Power LtdEquity6.25 Cr1.83%
Macrotech Developers LtdEquity5.82 Cr1.70%
Shree Cement LtdEquity5.78 Cr1.69%
Canara BankEquity5.65 Cr1.66%
Havells India LtdEquity5.62 Cr1.65%
Ambuja Cements LtdEquity5.38 Cr1.58%
Punjab National BankEquity5.33 Cr1.56%
Jindal Steel & Power LtdEquity5.26 Cr1.54%
Torrent Pharmaceuticals LtdEquity4.85 Cr1.42%
Adani Energy Solutions LtdEquity4.58 Cr1.34%
ABB India LtdEquity4.57 Cr1.34%
Adani Green Energy LtdEquity4.54 Cr1.33%
Siemens LtdEquity4.22 Cr1.24%
Dabur India LtdEquity4.16 Cr1.22%
Bosch LtdEquity3.98 Cr1.17%
JSW Energy LtdEquity3.81 Cr1.12%
ICICI Prudential Life Insurance Co LtdEquity3.78 Cr1.11%
Indian Railway Finance Corp Ltd Ordinary SharesEquity3.62 Cr1.06%
Zydus Lifesciences LtdEquity3.39 Cr0.99%
Hyundai Motor India LtdEquity3.27 Cr0.96%
Life Insurance Corporation of IndiaEquity3.09 Cr0.91%
Siemens Engy IndEquity2.92 Cr0.86%
Swiggy LtdEquity1.89 Cr0.55%
Bajaj Housing Finance LtdEquity1.66 Cr0.49%
Net Receivables / (Payables)Cash-0.45 Cr0.13%
Trp_020625Cash - Repurchase Agreement0.27 Cr0.08%

Allocation By Market Cap (Equity)

Large Cap Stocks

89.49%

Mid Cap Stocks

9.71%

Small Cap Stocks

--

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services70.71 Cr20.73%
Industrials49.9 Cr14.63%
Consumer Defensive46.72 Cr13.70%
Utilities36.28 Cr10.64%
Consumer Cyclical35.13 Cr10.30%
Basic Materials34.2 Cr10.02%
Healthcare20.49 Cr6.01%
Energy16.75 Cr4.91%
Real Estate13.29 Cr3.90%
Communication Services8.09 Cr2.37%
Technology6.83 Cr2.00%

Risk & Performance Ratios

Standard Deviation

This fund

18.95%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.86

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

SM

Swapnil Mayekar

Since December 2019

Rakesh Shetty

Rakesh Shetty

Since December 2024

DM

Dishant Mehta

Since October 2024

Additional Scheme Detailsas of 31st May 2025

ISIN
INF247L01AD9
Expense Ratio
1.04%
Exit Load
1.00%
Fund Size
₹341 Cr
Age
5 years 6 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty Next 50 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
ICICI Prudential Nifty Top 15 Equal Weight ETF

Very High Risk

----
ICICI Prudential Nifty Top 15 Equal Weight Index Fund Direct Growth

Very High Risk

-0.0%--
ICICI Prudential Nifty Top 15 Equal Weight Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty PSE ETF

Very High Risk

----
Tata Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

-0.0%--
Tata Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal BSE 1000 Index Fund Direct Growth

Very High Risk

-1.0%--
Motilal Oswal BSE 1000 Index Fund Regular Growth

Very High Risk

-1.0%--
DSP Nifty IT Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty IT Index Fund Regular Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Regular Growth

Very High Risk

-0.0%--
Groww Nifty 500 Low Volatility 50 ETF

Very High Risk

----
Nippon India BSE Sensex Next 30 Index Fund Direct Growth

Very High Risk

-0.0%--
Nippon India BSE Sensex Next 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal BSE India Infrastructure ETF

Very High Risk

0.5%-₹5.21 Cr-
Nippon India BSE Sensex Next 30 ETF

Very High Risk

----
ICICI Prudential Nifty200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
ICICI Prudential Nifty200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty Next 50 ETF

Very High Risk

0.2%-₹2.78 Cr-
SBI NIFTY 200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
SBI NIFTY 200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty 50 Equal Weight ETF

Very High Risk

0.1%-₹5.45 Cr-
Angel One Nifty 50 ETF

Very High Risk

0.1%-₹7.15 Cr-
Angel One Nifty 50 Index Fund Direct Growth

Very High Risk

0.7%0.0%₹39.36 Cr-
Angel One Nifty 50 Index Fund Regular Growth

Very High Risk

0.2%0.0%₹39.36 Cr-
Bajaj Finserv Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹7.28 Cr-
Bajaj Finserv Nifty 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹7.28 Cr-
Edelweiss BSE Internet Economy Index Fund Regular Growth

Very High Risk

1.1%0.0%₹29.77 Cr-
Edelweiss BSE Internet Economy Index Fund Direct Growth

Very High Risk

0.3%0.0%₹29.77 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.46 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹8.46 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹11.77 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹11.77 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹32.41 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹32.41 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth

Very High Risk

0.2%0.0%₹12.92 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹12.92 Cr-
Groww Nifty 500 Momentum 50 ETF

Very High Risk

0.4%-₹14.54 Cr-
SBI BSE PSU Bank Index Fund Direct Growth

Very High Risk

0.3%0.0%₹19.57 Cr-
SBI BSE PSU Bank Index Fund Regular Growth

Very High Risk

0.8%0.0%₹19.57 Cr-
SBI BSE PSU Bank ETF

Very High Risk

0.3%-₹492.15 Cr-
Tata BSE Quality Index Fund Direct Growth

Very High Risk

0.3%0.0%₹47.79 Cr-
Tata BSE Quality Index Fund Regular Growth

Very High Risk

1.1%0.0%₹47.79 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth

Very High Risk

0.3%0.0%₹80.69 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹80.69 Cr-
Kotak Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹5.43 Cr-
Kotak Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹5.43 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Regular Growth

Very High Risk

1.0%0.0%₹8.98 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Direct Growth

Very High Risk

0.4%0.0%₹8.98 Cr-

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Total AUM

₹99,346 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4927.18 Cr15.2%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth

Very High Risk

0.1%1.0%₹31.00 Cr19.6%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth

Very High Risk

0.5%1.0%₹2359.44 Cr0.7%
Motilal Oswal Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹572.44 Cr6.6%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk

0.4%1.0%₹112.50 Cr1.2%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹341.14 Cr-5.4%
Motilal Oswal Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹700.96 Cr5.6%
Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹10840.40 Cr16.0%
Motilal Oswal S&P 500 Index Fund Direct Growth

Very High Risk

0.6%1.0%₹3545.28 Cr16.0%
Motilal Oswal Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1554.62 Cr-6.1%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹5041.54 Cr15.8%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth

Very High Risk

0.5%1.0%₹35.75 Cr12.4%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹30401.09 Cr10.0%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹915.88 Cr-12.0%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth

Very High Risk

1.6%1.0%₹81.17 Cr11.2%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

High Risk

0.1%1.0%₹46.29 Cr11.8%
Motilal Oswal Multi Asset Fund Direct Growth

High Risk

0.7%1.0%₹94.42 Cr-8.7%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth

Moderate Risk

0.4%0.0%₹38.29 Cr10.7%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹919.21 Cr1.7%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹2311.95 Cr4.7%
Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk

0.3%1.0%₹642.44 Cr7.6%
Motilal Oswal Nifty 500 Fund Direct Growth

Very High Risk

0.2%1.0%₹2358.60 Cr3.7%
Motilal Oswal Long Term Equity Fund Direct Growth

Very High Risk

0.6%0.0%₹4359.64 Cr10.6%
Motilal Oswal Flexicap Fund Direct Growth

Very High Risk

0.9%1.0%₹13023.40 Cr14.3%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk

0.4%1.0%₹832.42 Cr-0.0%
Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk

0.4%1.0%₹51.78 Cr-2.6%
Motilal Oswal Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1116.97 Cr6.8%
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth

Very High Risk

1.1%0.0%₹326.00 Cr28.0%
Motilal Oswal Balance Advantage Fund Direct Growth

Very High Risk

1.0%1.0%₹923.18 Cr-5.3%
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth

Very High Risk

0.4%1.0%₹20.71 Cr13.2%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Motilal Oswal Nifty Next 50 Index Fund Regular Growth, as of 03-Jul-2025, is ₹23.48.
The fund has generated -6.01% over the last 1 year and 22.45% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 100.05% in equities, 0.00% in bonds, and -0.05% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Nifty Next 50 Index Fund Regular Growth are:-
  1. Swapnil Mayekar
  2. Rakesh Shetty
  3. Dishant Mehta

Fund Overview

Fund Size

Fund Size

₹341 Cr

Expense Ratio

Expense Ratio

1.04%

ISIN

ISIN

INF247L01AD9

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

23 Dec 2019

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Motilal Oswal Nifty Next 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 5 years, 6 months and 11 days, having been launched on 23-Dec-19.
As of 03-Jul-25, it has a Net Asset Value (NAV) of ₹23.48, Assets Under Management (AUM) of 341.14 Crores, and an expense ratio of 1.04%.
  • Motilal Oswal Nifty Next 50 Index Fund Regular Growth has given a CAGR return of 16.70% since inception.
  • The fund's asset allocation comprises around 100.05% in equities, 0.00% in debts, and -0.05% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Nifty Next 50 Index Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-6.01%

(Cat Avg.)

3 Years

+22.45%

(Cat Avg.)

5 Years

+20.54%

(Cat Avg.)

Since Inception

+16.70%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity341.32 Cr100.05%
Others-0.18 Cr-0.05%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
InterGlobe Aviation LtdEquity15.27 Cr4.48%
Hindustan Aeronautics Ltd Ordinary SharesEquity13.8 Cr4.04%
Divi's Laboratories LtdEquity12.26 Cr3.59%
Vedanta LtdEquity10.79 Cr3.16%
Indian Hotels Co LtdEquity9.87 Cr2.89%
Cholamandalam Investment and Finance Co LtdEquity9.84 Cr2.88%
Tata Power Co LtdEquity9.63 Cr2.82%
TVS Motor Co LtdEquity9.53 Cr2.80%
Britannia Industries LtdEquity9.49 Cr2.78%
Varun Beverages LtdEquity9.32 Cr2.73%
Bharat Petroleum Corp LtdEquity9.01 Cr2.64%
Power Finance Corp LtdEquity8.63 Cr2.53%
Godrej Consumer Products LtdEquity8.61 Cr2.52%
Avenue Supermarts LtdEquity8.59 Cr2.52%
Bajaj Holdings and Investment LtdEquity8.48 Cr2.49%
Info Edge (India) LtdEquity8.09 Cr2.37%
Indian Oil Corp LtdEquity7.74 Cr2.27%
GAIL (India) LtdEquity7.47 Cr2.19%
DLF LtdEquity7.47 Cr2.19%
REC LtdEquity7.34 Cr2.15%
Pidilite Industries LtdEquity6.98 Cr2.05%
LTIMindtree LtdEquity6.83 Cr2.00%
Bank of BarodaEquity6.75 Cr1.98%
Samvardhana Motherson International LtdEquity6.59 Cr1.93%
United Spirits LtdEquity6.55 Cr1.92%
ICICI Lombard General Insurance Co LtdEquity6.55 Cr1.92%
CG Power & Industrial Solutions LtdEquity6.42 Cr1.88%
Adani Power LtdEquity6.25 Cr1.83%
Macrotech Developers LtdEquity5.82 Cr1.70%
Shree Cement LtdEquity5.78 Cr1.69%
Canara BankEquity5.65 Cr1.66%
Havells India LtdEquity5.62 Cr1.65%
Ambuja Cements LtdEquity5.38 Cr1.58%
Punjab National BankEquity5.33 Cr1.56%
Jindal Steel & Power LtdEquity5.26 Cr1.54%
Torrent Pharmaceuticals LtdEquity4.85 Cr1.42%
Adani Energy Solutions LtdEquity4.58 Cr1.34%
ABB India LtdEquity4.57 Cr1.34%
Adani Green Energy LtdEquity4.54 Cr1.33%
Siemens LtdEquity4.22 Cr1.24%
Dabur India LtdEquity4.16 Cr1.22%
Bosch LtdEquity3.98 Cr1.17%
JSW Energy LtdEquity3.81 Cr1.12%
ICICI Prudential Life Insurance Co LtdEquity3.78 Cr1.11%
Indian Railway Finance Corp Ltd Ordinary SharesEquity3.62 Cr1.06%
Zydus Lifesciences LtdEquity3.39 Cr0.99%
Hyundai Motor India LtdEquity3.27 Cr0.96%
Life Insurance Corporation of IndiaEquity3.09 Cr0.91%
Siemens Engy IndEquity2.92 Cr0.86%
Swiggy LtdEquity1.89 Cr0.55%
Bajaj Housing Finance LtdEquity1.66 Cr0.49%
Net Receivables / (Payables)Cash-0.45 Cr0.13%
Trp_020625Cash - Repurchase Agreement0.27 Cr0.08%

Allocation By Market Cap (Equity)

Large Cap Stocks

89.49%

Mid Cap Stocks

9.71%

Small Cap Stocks

--

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services70.71 Cr20.73%
Industrials49.9 Cr14.63%
Consumer Defensive46.72 Cr13.70%
Utilities36.28 Cr10.64%
Consumer Cyclical35.13 Cr10.30%
Basic Materials34.2 Cr10.02%
Healthcare20.49 Cr6.01%
Energy16.75 Cr4.91%
Real Estate13.29 Cr3.90%
Communication Services8.09 Cr2.37%
Technology6.83 Cr2.00%

Risk & Performance Ratios

Standard Deviation

This fund

18.95%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.86

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

SM

Swapnil Mayekar

Since December 2019

Rakesh Shetty

Rakesh Shetty

Since December 2024

DM

Dishant Mehta

Since October 2024

Additional Scheme Detailsas of 31st May 2025

ISIN
INF247L01AD9
Expense Ratio
1.04%
Exit Load
1.00%
Fund Size
₹341 Cr
Age
5 years 6 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty Next 50 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
ICICI Prudential Nifty Top 15 Equal Weight ETF

Very High Risk

----
ICICI Prudential Nifty Top 15 Equal Weight Index Fund Direct Growth

Very High Risk

-0.0%--
ICICI Prudential Nifty Top 15 Equal Weight Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty PSE ETF

Very High Risk

----
Tata Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

-0.0%--
Tata Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal BSE 1000 Index Fund Direct Growth

Very High Risk

-1.0%--
Motilal Oswal BSE 1000 Index Fund Regular Growth

Very High Risk

-1.0%--
DSP Nifty IT Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty IT Index Fund Regular Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Regular Growth

Very High Risk

-0.0%--
Groww Nifty 500 Low Volatility 50 ETF

Very High Risk

----
Nippon India BSE Sensex Next 30 Index Fund Direct Growth

Very High Risk

-0.0%--
Nippon India BSE Sensex Next 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal BSE India Infrastructure ETF

Very High Risk

0.5%-₹5.21 Cr-
Nippon India BSE Sensex Next 30 ETF

Very High Risk

----
ICICI Prudential Nifty200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
ICICI Prudential Nifty200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty Next 50 ETF

Very High Risk

0.2%-₹2.78 Cr-
SBI NIFTY 200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
SBI NIFTY 200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty 50 Equal Weight ETF

Very High Risk

0.1%-₹5.45 Cr-
Angel One Nifty 50 ETF

Very High Risk

0.1%-₹7.15 Cr-
Angel One Nifty 50 Index Fund Direct Growth

Very High Risk

0.7%0.0%₹39.36 Cr-
Angel One Nifty 50 Index Fund Regular Growth

Very High Risk

0.2%0.0%₹39.36 Cr-
Bajaj Finserv Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹7.28 Cr-
Bajaj Finserv Nifty 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹7.28 Cr-
Edelweiss BSE Internet Economy Index Fund Regular Growth

Very High Risk

1.1%0.0%₹29.77 Cr-
Edelweiss BSE Internet Economy Index Fund Direct Growth

Very High Risk

0.3%0.0%₹29.77 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.46 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹8.46 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹11.77 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹11.77 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹32.41 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹32.41 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth

Very High Risk

0.2%0.0%₹12.92 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹12.92 Cr-
Groww Nifty 500 Momentum 50 ETF

Very High Risk

0.4%-₹14.54 Cr-
SBI BSE PSU Bank Index Fund Direct Growth

Very High Risk

0.3%0.0%₹19.57 Cr-
SBI BSE PSU Bank Index Fund Regular Growth

Very High Risk

0.8%0.0%₹19.57 Cr-
SBI BSE PSU Bank ETF

Very High Risk

0.3%-₹492.15 Cr-
Tata BSE Quality Index Fund Direct Growth

Very High Risk

0.3%0.0%₹47.79 Cr-
Tata BSE Quality Index Fund Regular Growth

Very High Risk

1.1%0.0%₹47.79 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth

Very High Risk

0.3%0.0%₹80.69 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹80.69 Cr-
Kotak Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹5.43 Cr-
Kotak Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹5.43 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Regular Growth

Very High Risk

1.0%0.0%₹8.98 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Direct Growth

Very High Risk

0.4%0.0%₹8.98 Cr-

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Total AUM

₹99,346 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4927.18 Cr15.2%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth

Very High Risk

0.1%1.0%₹31.00 Cr19.6%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth

Very High Risk

0.5%1.0%₹2359.44 Cr0.7%
Motilal Oswal Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹572.44 Cr6.6%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk

0.4%1.0%₹112.50 Cr1.2%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹341.14 Cr-5.4%
Motilal Oswal Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹700.96 Cr5.6%
Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹10840.40 Cr16.0%
Motilal Oswal S&P 500 Index Fund Direct Growth

Very High Risk

0.6%1.0%₹3545.28 Cr16.0%
Motilal Oswal Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1554.62 Cr-6.1%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹5041.54 Cr15.8%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth

Very High Risk

0.5%1.0%₹35.75 Cr12.4%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹30401.09 Cr10.0%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹915.88 Cr-12.0%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth

Very High Risk

1.6%1.0%₹81.17 Cr11.2%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

High Risk

0.1%1.0%₹46.29 Cr11.8%
Motilal Oswal Multi Asset Fund Direct Growth

High Risk

0.7%1.0%₹94.42 Cr-8.7%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth

Moderate Risk

0.4%0.0%₹38.29 Cr10.7%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹919.21 Cr1.7%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹2311.95 Cr4.7%
Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk

0.3%1.0%₹642.44 Cr7.6%
Motilal Oswal Nifty 500 Fund Direct Growth

Very High Risk

0.2%1.0%₹2358.60 Cr3.7%
Motilal Oswal Long Term Equity Fund Direct Growth

Very High Risk

0.6%0.0%₹4359.64 Cr10.6%
Motilal Oswal Flexicap Fund Direct Growth

Very High Risk

0.9%1.0%₹13023.40 Cr14.3%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk

0.4%1.0%₹832.42 Cr-0.0%
Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk

0.4%1.0%₹51.78 Cr-2.6%
Motilal Oswal Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1116.97 Cr6.8%
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth

Very High Risk

1.1%0.0%₹326.00 Cr28.0%
Motilal Oswal Balance Advantage Fund Direct Growth

Very High Risk

1.0%1.0%₹923.18 Cr-5.3%
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth

Very High Risk

0.4%1.0%₹20.71 Cr13.2%

Still got questions?
We're here to help.

The NAV of Motilal Oswal Nifty Next 50 Index Fund Regular Growth, as of 03-Jul-2025, is ₹23.48.
The fund has generated -6.01% over the last 1 year and 22.45% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 100.05% in equities, 0.00% in bonds, and -0.05% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Nifty Next 50 Index Fund Regular Growth are:-
  1. Swapnil Mayekar
  2. Rakesh Shetty
  3. Dishant Mehta
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