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OmniAsset › Mutual funds › Motilal Oswal Nifty Next 50 Index Fund

Motilal Oswal Nifty Next 50 Index Fund

Index Fund fund benchmarked to Nifty Next 50 Index TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202626.2431
CategoryIndex Fund
PlanDirect · Growth
Launched3 Dec 2019
Risk labelthe scheme's own riskometerVery high
Legal benchmarkSEBI Tier-1Nifty Next 50 Index TRI
Expense ratiodirect plan, a year0.40%
AUM₹289 Cr
Growth of ₹10,000₹17,7072 Sep 2021 to 2 Sep 2026
₹18,470₹15,957₹13,445₹10,932₹8,420Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,707 (+12.1% a year) Motilal Oswal Nifty Next 50 Index Fund

Performance (trailing, annualised)

1Y annualised9.42%
3Y annualised18.20%
5Y annualised12.11%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,27,24411.34%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,16,6359.72%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,48,01713.81%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202129.98%
Calendar 20220.52%
Calendar 202326.99%
Calendar 202427.89%
Calendar 20252.59%

Rolling returns

Rolling 1Y · average294 windows since 29 Dec 202020.95%
Rolling 1Y · median11.51%
Rolling 1Y · worst window-11.34%
Rolling 1Y · best window80.44%
Rolling 1Y · windows positive79%
Rolling 3Y · average191 windows since 28 Dec 202218.80%
Rolling 3Y · median18.90%
Rolling 3Y · worst window9.65%
Rolling 3Y · best window24.40%
Rolling 3Y · windows positive100%
Rolling 5Y · average87 windows since 30 Dec 202417.96%
Rolling 5Y · median17.00%
Rolling 5Y · worst window12.57%
Rolling 5Y · best window27.73%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.54%
Downside deviation (3Y)13.78%
Maximum drawdown-26.40%

Management

Fund managerMr. Swapnil Mayekar
Managing since23 Dec 2019

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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