Motilal Oswal Nifty Next 50 Index Fund
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative behavior, outperforming in 10 out of 12 years, highlighting its ability to deliver consistent outcomes across market cycles.
Differentiated Construction
The fund's strategy deviates from peers through its sector positioning, overweighting financials and industrials while underweighting technology, reflecting a distinct investment process and conviction in these exposure narratives.
Cyclical Upside Potential
With a valuation profile deemed inexpensive versus history and peers, the fund could benefit from an earnings revision catalyst or structural tailwinds in the industrial and financial sectors, key drivers of its risk/return profile.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession or demand contraction in India could undermine earnings for Next 50 constituents.
Liquidity Risk
Volatility spikes or market dislocations could impair liquidity for mid-cap Next 50 holdings.
Concentration Risk
Concentrated exposure to Indian consumer discretionary and IT services sectors poses idiosyncratic risks.
Specific Strategy Risk
Regulatory changes impacting key sectors or tax policies could pressure strategy performance.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures the growth potential of India's next generation of market leaders. By tracking the Nifty Next 50 index, this fund provides exposure to companies poised to graduate into the Nifty 50 as their earnings and market capitalizations expand.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Dishant Mehta
Dishant Mehta has experience of 2 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr
26 years
Combined Team Experience
₹ 29,325 Cr
Assets Under Management
Swapnil Mayekar
Co-Portfolio ManagerMr. Swapnil Mayekar has experience of 21 years. Manages 173 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.
Rakesh Shetty
Co-Portfolio ManagerMr. Rakesh Shetty has experience of 3 years. Manages 265 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr
CW Expert Take
Motilal Oswal brings passive investing discipline to the Next 50 segment. Their Nifty Next 50 Index Fund tracks the performance of the 50 largest companies outside the Nifty 50, providing exposure to India's emerging blue-chips. The fund maintains a rules-based approach, replicating the index composition while minimizing tracking error. Motilal Oswal's index strategies offer low-cost access to specific market segments, complementing their active equity and debt capabilities.
Investment Philosophy & Approach
Disciplined Indexing
Motilal Oswal AMC follows a rules-based, passive investment approach.
Systematic Replication
The fund aims to replicate the Nifty Next 50 index.
Low-Cost Exposure
The strategy provides low-cost exposure to the next 50 companies.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)