Motilal Oswal Nifty Next 50 Index

All Cap

Diversified

Equity

India Defensive

Others

Empty

1–7 yearsInvestment Horizon

HNI,MATarget Segments

Empty

What This Strategy Does

Motilal Oswal Nifty Next 50 Index Reg Gr is an India equity fund which captures the ₹20 trillion large-cap opportunity through index replication, deploying capital across industrials, financials, and consumer sectors to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+12.8% vs +9.5% benchmarkSince Inception

+14.7% vs +6.1% benchmark3Y Annualized

+9.1% vs +4.5% benchmark5Y Annualized

Motilal Oswal Nifty Next 50 Index

Benchmark Index

Benchmark Performance Comparison

Motilal Oswal Nifty Next 50 Index Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation22.8%

Maximum Drawdown-25.9% | Oct 2024

Sharpe Ratio-0.02

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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.

Portfolio Holdings Overview

SectoralAllocation

Utilities12.5%

Financial Services17.65%

Energy & Infra6.33%

Services10.37%

Consumers22.03%

Capital Goods27.83%

Technology3.3%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Divi's Laboratories LtdServices4.84%

TVS Motor Co LtdConsumers3.95%

Hindustan Aeronautics Ltd Ordinary SharesCapital Goods3.63%

Tata Motors LtdConsumers3.61%

Adani Power LtdUtilities3.48%

Samvardhana Motherson International LtdConsumers2.96%

Torrent Pharmaceuticals LtdServices2.89%

Cholamandalam Investment and Finance Co LtdFinancial Services2.88%

Vedanta Aluminium Metal LtdCapital Goods2.87%

Cummins India LtdCapital Goods2.63%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Swapnil Mayekar

Lead Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Dishant Mehta

Co-Portfolio Manager

Dishant Mehta has experience of 2 years. Manages 101 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

CW Expert Take

Motilal Oswal's Nifty Next 50 Index fund offers exposure to the next rung of large-cap companies. Their passive strategy tracks the Nifty Next 50 Index, providing diversified equity participation beyond the Nifty 50 leaders. The fund maintains a disciplined approach to replicating the benchmark, offering investors a rules-based way to access this segment of the market.

28 years

Combined Team Experience

₹ 29,325 Cr

Assets Under Management

Firm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.15%

Regulatory & Tax Information

INF247L01AD9

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)