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 Next 50 Index Fund - Regular plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, 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: 87/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)18.98%
- Expense ratio (20%)0.41%
- AUM (15%)₹510 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Large Cap
₹26.53
AUM: ₹510 Cr
NAV updated 26 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.41%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Fund Manager
Swapnil P Mayekar
Inception
Dec 2019
Benchmark
NIFTY Next 50 Total Return Index
Sharpe Ratio
0.18
Std Dev (1Y)
17.11%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.25%
3m
+4.07%
6m
+6.29%
1y
+12.69%
3y
+18.98%
5y
+12.73%
10y
—
since inception
+15.02%
TopFund's Take on Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth ranks among the stronger performers in the Large Cap category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 87/100.
Cost: At 0.41%, the expense ratio is meaningfully cheaper — about 32% below the Large Cap category average of 0.6% (based on 453 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 modest Sharpe ratio of 0.18 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.11% 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 Next 50 Index Fund - Regular plan - Growth
The current NAV (Net Asset Value) of Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth is ₹26.53. NAV is updated every business day after market close by AMFI.
1Y: 12.69% · 3Y CAGR: 18.98% · 5Y CAGR: 12.73%
The expense ratio of Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth is 0.41% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth is managed by Swapnil P Mayekar at Motilal Oswal Mutual Fund.
Motilal Oswal Nifty Next 50 Index Fund - Regular 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 Next 50 Index Fund - Regular 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 Next 50 Index Fund - Regular 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 Next 50 Index Fund - Regular plan - Growth is ₹510 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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