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InvestVerdict

Motilal Oswal Nifty Next 50 Index Fund

Regular Plan · Growth · Index Funds · Scheme code 147797

NAV₹25.4793as on 28 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategoryIndex Funds
Plan & optionRegular · Growth
History6.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 2.244.446.47 12.2118.4312.72 ——15.13
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 19.0% 0.63 0.83 1.05 2.36% -35.6% 85.54
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 80 months this scheme and its benchmark share.

Growth of ₹100 since launch

541292052802020202220242026InvestVerdict

Drawdown from peak (%)

0%-12%-24%-37%2020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
280 -11.9% 10.1% 79.2% 22%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Motilal Oswal Nifty Next 50 Index Fund

Regular Plan · Growth

Allocation

By asset

Equity99.81%
Cash & Equivalents0.19%

By market cap

Large Cap86.65%
Mid Cap13.16%

Concentration

Number of stocks50
Top 5 stocks17.52%
Top 10 stocks32.18%
Top 20 stocks55.99%
Largest holding3.79%
Largest sectorFinance 12.21%
Effective stocks43.4
Cash0.19%
InvestVerdict

Motilal Oswal Nifty Next 50 Index Fund

Regular Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Power3.79%
2— Agricultural, Commercial & Construction Vehicles3.61%
3— Pharmaceuticals & Biotechnology3.41%
4— Aerospace & Defense3.39%
5— Automobiles3.32%
6— Finance3.16%
7— Industrial Products3.12%
8— Retailing2.88%
9— Beverages2.83%
10— Auto Components2.67%
11— Electrical Equipment2.67%
12— Power2.63%
13— Leisure Services2.56%
14— Finance2.52%
15— Petroleum Products2.51%
16— Food Products2.48%
17— Capital Markets2.21%
18— Petroleum Products2.13%

Sector split

Finance — 12.2%Power — 10.5%Electrical Equipment — 6.8%Banks — 6.6%Pharmaceuticals & Biotechnology — 6.5%Petroleum Products — 4.6%Beverages — 4.5%Automobiles — 4.4%Auto Components — 4.1%Other — 39.7%Finance12.2%Power10.5%Electrical Equipment6.8%Banks6.6%Pharmaceuticals & Biotech…6.5%Petroleum Products4.6%Beverages4.5%Automobiles4.4%Auto Components4.1%Other39.7%
Finance12.21%
Power10.46%
Electrical Equipment6.81%
Banks6.64%
Pharmaceuticals & Biotechnology6.53%
Petroleum Products4.64%
Beverages4.46%
Automobiles4.43%
Auto Components4.08%
Chemicals & Petrochemicals3.88%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹852,684 ₹252,684 14.04%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.