Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Category: Index Fund
Launch Date: 05-12-2019
AUM:
₹ 451.26 Cr
Expense Ratio
1.06%
Benchmark
NIFTY Next 50 TRI
ISIN
INF247L01AD9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 4.51 | 17.96 | 12.27 |
| Nifty Next 50 TRI | 5.75 | 19.14 | 13.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
24.0899
Last change
0.06 (0.2553%)
Fund Size (AUM)
₹ 451.26 Cr
Performance
14.7% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The schemes seeks investment return that corresponds generally to the performance of Nifty Next 50 Index Subject to tracking error.
Fund Manager
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Adani Power Limited | 3.72 |
| Tata Motors Limited | 3.47 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 3.35 |
| Hindustan Aeronautics Ltd | 3.34 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.33 |
| THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/- | 3.02 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 2.88 |
| Varun Beverages Ltd | 2.85 |
| AVENUE SUPERMARTS LIMITED EQ | 2.74 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 2.73 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.76 |
| Capital Goods | 16.87 |
| Power | 11.96 |
| Fast Moving Consumer Goods | 8.91 |
| Automobile and Auto Components | 7.82 |
| Metals & Mining | 6.42 |
| Oil, Gas & Consumable Fuels | 6.42 |
| Healthcare | 6.02 |
| Consumer Services | 5.0 |
| Chemicals | 3.25 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Nifty Next 50 Index Reg Gr | 12.27 |