Motilal Oswal Nifty Next 50 Index Fund
The Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error.
Growthvine rating: 4/5 — ranked #43 of 245 in category.
Fund basics
| Category | Equity: Index |
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| NAV | ₹22.60 (as of 2026-10-23) |
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| AUM | ₹509 Cr |
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| Expense ratio | 0.90% |
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| Riskometer | Very High |
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| Fund manager | Swapnil P Mayekar |
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| Exit load | 1% for redemption within 15 days |
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Performance & risk
| 5-year annualised return | 9.99% |
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| Sharpe ratio | 0.53 |
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| Standard deviation | 20.40% |
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| Max drawdown | −35.63% |
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| Alpha | 6.08 |
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| Beta | 1.27 |
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Market cap allocation
| Large cap | 95.3% |
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| Mid cap | 4.7% |
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| Small cap | 0.0% |
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Concentration
| Top 5 holdings | 19.5% |
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| Top 10 holdings | 33.7% |
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| Total holdings | 50 |
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Top holdings
- Divis Laboratories Ltd. — 4.8%
- TVS Motor Company Ltd. — 4.0%
- Hindustan Aeronautics Limited — 3.6%
- Tata Motors Limited — 3.6%
- Adani Power Limited — 3.5%
- Samvardhana Motherson International Limited — 3.0%
- Torrent Pharmaceuticals Ltd. — 2.9%
- Cholamandalam Investment and Finance Company Ltd — 2.9%
- Vedanta Aluminium Metal Limited — 2.9%
- Cummins India Ltd. — 2.6%
Top sectors
- Automobile — 9.8%
- Energy — 9.5%
- Finance & Investments — 9.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −5.2% | — | — |
| 2025 | 1.8% | — | — |
| 2024 | 27.0% | — | — |
| 2023 | 26.1% | — | — |
| 2022 | −0.1% | — | — |