Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 67/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)8.43%
- Expense ratio (20%)0.19%
- AUM (15%)₹904 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Large Cap
₹21.01
AUM: ₹904 Cr
NAV updated 27 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.19%
Exit Load
Nil
Fund Manager
Swapnil P Mayekar
Inception
Dec 2019
Benchmark
NIFTY 50 Total Return Index
Sharpe Ratio
-0.59
Std Dev (1Y)
13.55%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.25%
3m
+3.47%
6m
-3.75%
1y
-1.37%
3y
+8.43%
5y
+8.16%
10y
—
since inception
+11.95%
TopFund's Take on Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth holds up reasonably well within the Large Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.
Cost: At 0.19%, the expense ratio is meaningfully cheaper — about 68% below the Large Cap category average of 0.6% (based on 451 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.59 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.55% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth
The current NAV (Net Asset Value) of Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth is ₹21.01. NAV is updated every business day after market close by AMFI.
1Y: -1.37% · 3Y CAGR: 8.43% · 5Y CAGR: 8.16%
The expense ratio of Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth is 0.19% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth is managed by Swapnil P Mayekar at Motilal Oswal Mutual Fund.
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth is ₹904 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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