Motilal Oswal Nifty Next 50 Index Fund Regular Growth

Fund Overview

Fund Size

₹522 Cr

Expense Ratio

1.15%

ISIN

INF247L01AD9

Minimum SIP

₹500

Exit Load

1.00%

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 6 years, 8 months and 29 days, having been launched on 23-Dec-19.
As of 18-Sep-26, it has a Net Asset Value (NAV) of ₹24.73, Assets Under Management (AUM) of 521.74 Crores, and an expense ratio of 1.15%.

Motilal Oswal Nifty Next 50 Index Fund Regular Growth has given a CAGR return of 14.39% since inception.
The fund's asset allocation comprises around 100.00% in equities, 0.00% in debts, and 0.00% 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

+3.67%

— (Cat Avg.)

3 Years

+15.83%

— (Cat Avg.)

5 Years

+10.61%

— (Cat Avg.)

Since Inception

+14.39%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹521.72 Cr	100.00%
Others	₹0.01 Cr	0.00%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Divi's Laboratories Ltd	Equity	₹24.74 Cr	4.74%
TVS Motor Co Ltd	Equity	₹20.97 Cr	4.02%
Tata Motors Ltd	Equity	₹20.23 Cr	3.88%
Hindustan Aeronautics Ltd Ordinary Shares	Equity	₹18.73 Cr	3.59%
Adani Power Ltd	Equity	₹16.89 Cr	3.24%
Cholamandalam Investment and Finance Co Ltd	Equity	₹16.52 Cr	3.17%
Samvardhana Motherson International Ltd	Equity	₹15.48 Cr	2.97%
Torrent Pharmaceuticals Ltd	Equity	₹15.25 Cr	2.92%
Cummins India Ltd	Equity	₹14.18 Cr	2.72%
Bharat Petroleum Corp Ltd	Equity	₹13.48 Cr	2.58%
Indian Hotels Co Ltd	Equity	₹13.3 Cr	2.55%
Avenue Supermarts Ltd	Equity	₹12.92 Cr	2.48%
CG Power & Industrial Solutions Ltd	Equity	₹12.91 Cr	2.48%
Britannia Industries Ltd	Equity	₹12.71 Cr	2.44%
Tata Power Co Ltd	Equity	₹11.9 Cr	2.28%
Varun Beverages Ltd	Equity	₹11.26 Cr	2.16%
HDFC Asset Management Co Ltd	Equity	₹10.99 Cr	2.11%
Pidilite Industries Ltd	Equity	₹10.75 Cr	2.06%
Indian Oil Corp Ltd	Equity	₹10.69 Cr	2.05%
Bajaj Holdings and Investment Ltd	Equity	₹10.37 Cr	1.99%
Solar Industries India Ltd	Equity	₹10.07 Cr	1.93%
Power Finance Corp Ltd	Equity	₹10.07 Cr	1.93%
GAIL (India) Ltd	Equity	₹9.84 Cr	1.89%
Vedanta Ltd	Equity	₹9.7 Cr	1.86%
Adani Energy Solutions Ltd	Equity	₹9.57 Cr	1.83%
DLF Ltd	Equity	₹9.11 Cr	1.75%
Bank of Baroda	Equity	₹9.1 Cr	1.74%
Jindal Steel Ltd	Equity	₹9.09 Cr	1.74%
United Spirits Ltd	Equity	₹9.05 Cr	1.73%
Bosch Ltd	Equity	₹8.91 Cr	1.71%
Canara Bank	Equity	₹8.77 Cr	1.68%
LTM Ltd	Equity	₹8.67 Cr	1.66%
Adani Green Energy Ltd	Equity	₹8.37 Cr	1.61%
REC Ltd	Equity	₹8.29 Cr	1.59%
ABB India Ltd	Equity	₹8.24 Cr	1.58%
Punjab National Bank	Equity	₹8.09 Cr	1.55%
Union Bank of India	Equity	₹7.49 Cr	1.44%
Godrej Consumer Products Ltd	Equity	₹7.45 Cr	1.43%
Siemens Ltd	Equity	₹7.32 Cr	1.40%
Lodha Developers Ltd	Equity	₹6.84 Cr	1.31%
Muthoot Finance Ltd	Equity	₹6.57 Cr	1.26%
Hyundai Motor India Ltd	Equity	₹6.46 Cr	1.24%
Shree Cement Ltd	Equity	₹6.38 Cr	1.22%
Zydus Lifesciences Ltd	Equity	₹5.97 Cr	1.14%
Hindustan Zinc Ltd	Equity	₹5.89 Cr	1.13%
Siemens Energy India Ltd	Equity	₹5.87 Cr	1.13%
Ambuja Cements Ltd	Equity	₹5.14 Cr	0.99%
Mazagon Dock Shipbuilders Ltd	Equity	₹3.87 Cr	0.74%
Tata Capital Ltd	Equity	₹3.81 Cr	0.73%
Indian Railway Finance Corp Ltd Ordinary Shares	Equity	₹3.45 Cr	0.66%
Triparty Repo	Cash - Repurchase Agreement	₹1.2 Cr	0.23%
Net Receivables / (Payables)	Cash	₹-1.19 Cr	0.23%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹103.51 Cr	19.84%
Consumer Cyclical	₹85.35 Cr	16.36%
Industrials	₹65.26 Cr	12.51%
Utilities	₹62.45 Cr	11.97%
Basic Materials	₹57.02 Cr	10.93%
Consumer Defensive	₹53.39 Cr	10.23%
Healthcare	₹45.96 Cr	8.81%
Energy	₹24.17 Cr	4.63%
Real Estate	₹15.95 Cr	3.06%
Technology	₹8.67 Cr	1.66%

Risk & Performance Ratios

Fund Managers

Swapnil Mayekar

Since December 2019

Rakesh Shetty

Since December 2024

Dishant Mehta

Since October 2024

Additional Scheme Detailsas of 31st August 2026

ISIN

INF247L01AD9

Expense Ratio

1.15%

Exit Load

1.00%

Fund Size

₹522 Cr

Age

6 years 8 months

Lumpsum Minimum

₹500

Fund Status

Open Ended Investment Company

Benchmark

Nifty Next 50 TR INR

Investment 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

Capital Gains Taxation:

Dividend Taxation:

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 name	Expense Ratio	Exit Load	Fund size	1Y
HDFC BSE REITS and Commercial Real Estate Index Fund Regular Growth Very High Risk	-	0.0%	-	-
HDFC BSE REITS and Commercial Real Estate Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Kotak Nifty Capital Markets Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Kotak Nifty Capital Markets Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Invesco India Nifty Chemical Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Axis Nifty500 Low Volatility 50 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Axis Nifty500 Low Volatility 50 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Invesco India Nifty Chemical Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Mirae Asset BSE Information Technology Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Mirae Asset BSE Information Technology Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Navi Nifty REITs & Realty Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Navi Nifty REITs & Realty Index Fund Regular Growth Very High Risk	-	0.0%	-	-
UTI BSE India Sector Leaders Index Fund Regular Growth Very High Risk	-	0.0%	-	-
UTI BSE India Sector Leaders Index Fund Direct Growth Very High Risk	-	0.0%	-	-
UTI BSE India Sector Leaders Exchange Traded Fund Very High Risk	-	-	-	-
JioBlackRock Nifty Next 50 Index Fund Regular Growth Very High Risk	-	0.0%	₹222.60 Cr	-
JioBlackRock Nifty 50 Index Fund Regular Growth Very High Risk	-	0.0%	₹268.06 Cr	-
JioBlackRock Nifty Midcap 150 Index Fund Regular Growth Very High Risk	-	0.0%	₹287.17 Cr	-
JioBlackRock Nifty Smallcap 250 Index Fund Regular Growth Very High Risk	-	0.0%	₹404.18 Cr	-
Mirae Asset BSE LargeMid (60 40) Stable Dividend 50 ETF Very High Risk	-	-	-	-
UTI Nifty 500 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
UTI Nifty 500 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Axis Nifty Energy Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Axis Nifty Energy Index Fund Direct Growth Very High Risk	-	0.0%	-	-
JioBlackRock Nifty 50 ETF Very High Risk	-	-	-	-
Kotak Nifty Bank Index Fund Regular Growth Very High Risk	0.5%	0.0%	-	-
Kotak Nifty Bank Index Fund Direct Growth Very High Risk	0.2%	0.0%	-	-
Edelweiss Nifty REITs & Realty Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Edelweiss Nifty REITs & Realty Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Direct Growth High Risk	0.1%	0.0%	₹13.44 Cr	-
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Regular Growth High Risk	0.7%	0.0%	₹13.44 Cr	-
Mirae Asset BSE Midcap 150 Momentum 30 ETF Very High Risk	0.3%	-	₹77.82 Cr	-
Edelweiss Nifty Metal ETF Very High Risk	0.3%	-	₹7.48 Cr	-
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Regular Growth Very High Risk	1.1%	1.0%	₹114.35 Cr	-
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹114.35 Cr	-
Axis Nifty50 Equal Weight Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹98.21 Cr	-
Axis Nifty50 Equal Weight Index Fund Regular Growth Very High Risk	1.1%	0.0%	₹98.21 Cr	-
HDFC Nifty Auto Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹162.79 Cr	-
HDFC Nifty Auto Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹162.79 Cr	-
Motilal Oswal BSE Clean Environment Index Fund Regular Growth Very High Risk	25.2%	1.0%	₹47.05 Cr	-
Motilal Oswal BSE Clean Environment Index Fund Direct Growth Very High Risk	24.5%	1.0%	₹47.05 Cr	-
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Regular Growth Very High Risk	3.3%	0.0%	₹8.67 Cr	-
Kotak Nifty Alpha Low-Volatility 30 Index Fund Regular Growth Very High Risk	2.5%	0.0%	₹7.33 Cr	-
Kotak Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Very High Risk	1.9%	0.0%	₹7.33 Cr	-
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Direct Growth Very High Risk	2.7%	0.0%	₹8.67 Cr	-
SBI Nifty G-sec Jul 2031 Index Fund Regular Growth Moderate Risk	0.4%	0.0%	₹17.28 Cr	-
SBI Nifty G-sec Jul 2031 Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹17.28 Cr	-
Groww Nifty Private Bank Index Fund Regular Growth Very High Risk	2.3%	0.0%	₹5.65 Cr	-
Groww Nifty Private Bank Index Fund Direct Growth Very High Risk	1.6%	0.0%	₹5.65 Cr	-
Axis Nifty Capital Markets Index Fund Regular Growth Very High Risk	2.6%	0.0%	₹125.01 Cr	-

About the AMC

Motilal Oswal Mutual Fund

+91 22 39804263

https://www.motilaloswalmf.com/

Total AUM

₹1,66,441 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal Quality Fund Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹114.35 Cr	-
Motilal Oswal BSE Clean Environment Index Fund Direct Growth Very High Risk	24.5%	1.0%	₹47.05 Cr	-
Motilal Oswal Contra Fund Direct Growth Very High Risk	2.6%	1.0%	₹445.64 Cr	-
Motilal Oswal Multi Factor Passive Fund of Funds Direct Growth Very High Risk	0.8%	1.0%	₹30.47 Cr	-
Motilal Oswal Financial Services Fund Direct Growth Very High Risk	1.3%	1.0%	₹216.75 Cr	-
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Direct Growth Very High Risk	0.6%	1.0%	₹42.14 Cr	-
Motilal Oswal Consumption Fund Direct Growth Very High Risk	0.8%	1.0%	₹1184.73 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.9%	1.0%	₹92.11 Cr	19.7%
Motilal Oswal BSE 1000 Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹62.73 Cr	-2.2%
Motilal Oswal Services Fund Direct Growth Very High Risk	1.4%	1.0%	₹132.15 Cr	13.3%
Motilal Oswal Infrastructure Fund Direct Growth Very High Risk	1.7%	1.0%	₹149.69 Cr	5.9%
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	3.3%	1.0%	₹1154.95 Cr	25.8%
Motilal Oswal Innovation Opportunities Fund Direct Growth Very High Risk	1.2%	1.0%	₹793.08 Cr	13.9%
f Motilal Oswal Arbitrage Fund Direct Growth Low Risk	1.0%	0.0%	₹3486.36 Cr	7.2%
Motilal Oswal Nifty Capital Market Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹679.15 Cr	21.7%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Very High Risk	0.8%	1.0%	₹125.02 Cr	21.2%
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth Very High Risk	0.9%	1.0%	₹53.64 Cr	-2.1%
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹50.80 Cr	15.9%
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹24.33 Cr	-9.5%
Motilal Oswal Digital India Fund Direct Growth Very High Risk	1.1%	1.0%	₹929.69 Cr	6.2%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth Very High Risk	1.2%	1.0%	₹826.54 Cr	3.2%
Motilal Oswal Business Cycle Fund Direct Growth Very High Risk	1.3%	1.0%	₹1547.14 Cr	-1.8%
Motilal Oswal Manufacturing Fund Direct Growth Very High Risk	2.0%	1.0%	₹699.72 Cr	-3.3%
Motilal Oswal Nifty India Defence Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹5528.56 Cr	13.1%
Motilal Oswal Quant Fund Direct Growth Very High Risk	1.7%	1.0%	₹255.85 Cr	-3.1%
Motilal Oswal Multi Cap Fund Direct Growth Very High Risk	1.2%	1.0%	₹4676.55 Cr	7.0%
Motilal Oswal Large Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹3146.70 Cr	-4.6%
Motilal Oswal Small Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹8150.20 Cr	21.0%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth Very High Risk	0.1%	1.0%	₹39.09 Cr	27.0%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹2494.06 Cr	8.5%
Motilal Oswal Ultra Short Term Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹524.33 Cr	6.2%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹66.87 Cr	-8.4%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹521.74 Cr	4.4%
Motilal Oswal Nifty 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹892.63 Cr	-7.3%
Motilal Oswal Large and Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹20159.10 Cr	7.4%
Motilal Oswal S&P 500 Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹4593.76 Cr	25.8%
Motilal Oswal Focused Fund Direct Growth Very High Risk	1.8%	1.0%	₹1827.16 Cr	23.8%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹8353.54 Cr	54.4%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹35.75 Cr	12.4%
Motilal Oswal Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹42851.59 Cr	-2.0%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Very High Risk	1.1%	1.0%	₹957.60 Cr	-2.4%
Motilal Oswal Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹417.89 Cr	18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth Very High Risk	1.1%	0.0%	₹160.24 Cr	5.8%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth High Risk	0.4%	1.0%	₹76.30 Cr	8.2%
Motilal Oswal Multi Asset Fund Direct Growth High Risk	0.7%	1.0%	₹93.80 Cr	-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth Moderate Risk	0.4%	0.0%	₹61.47 Cr	4.9%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹1299.09 Cr	4.8%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹4150.62 Cr	5.0%
Motilal Oswal Nifty Bank Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹676.26 Cr	1.5%

Risk Level

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What is the current NAV of Motilal Oswal Nifty Next 50 Index Fund Regular Growth?

The NAV of Motilal Oswal Nifty Next 50 Index Fund Regular Growth, as of 18-Sep-2026, is ₹24.73.

What are the returns of Motilal Oswal Nifty Next 50 Index Fund Regular Growth?

The fund has generated 3.67% over the last 1 year and 15.83% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Motilal Oswal Nifty Next 50 Index Fund Regular Growth?

The fund's allocation of assets is distributed as 100.00% in equities, 0.00% in bonds, and 0.00% in cash and cash equivalents.

Who manages the Motilal Oswal Nifty Next 50 Index Fund Regular Growth?

The fund managers responsible for Motilal Oswal Nifty Next 50 Index Fund Regular Growth are:-

Swapnil Mayekar
Rakesh Shetty
Dishant Mehta

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Motilal Oswal Nifty Next 50 Index Fund Regular Growth

Fund Overview