Motilal Oswal Nifty Next 50 Index Fund Regular-Growth
Equity
Large Cap
₹0.81% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
4 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹509 Cr
- Created on1 Dec 2019
Fund Ranking
#20
/ 125 in Large Cap
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month2.8%
- 1 Year-0.7%
- 3 Year (CAGR)15.1%
- All Time (CAGR)13.3%
Category Return
- 6 Month-2.3%
- 1 Year-6.1%
- 3 Year (CAGR)9.1%
- All Time (CAGR)15.2%
Asset Allocation
- Equity100.0%
- Other-0.1%
Top 5 Holdings
Top 5 Sectors
- ABB India1.46%
- Bajaj Holdings & Invest.1.91%
- Bank of Baroda1.75%
- Bharat Petroleum Corporation2.49%
- Britannia Industries2.33%
Fund Information
- Expense Ratio1.16%
- Exit LoadExit load of 1%, if redeemed within 15 days.
- Lock-In PeriodNo Lock-In
Managed By
Swapnil P Mayekar
Dec 2019 - Present
Dishant Mehta
Oct 2024 - Present
Rakesh Shetty
Dec 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.53 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 20.40 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 7.16 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.27