Motilal Oswal Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank 9
BMSMONEY Rating
Gro. Opt. As On: 19-11-2024
NAV ₹23.29(R) +0.45% ₹24.07(D) +0.45%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 44.26% 15.56% -% -% -%
LumpSum (D) 45.25% 16.35% -% -% -%
SIP (R) 0.52% 24.0% -% -% -%
SIP (D) 1.27% 24.86% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.57 0.29 0.71 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.05% -25.74% -14.97% - 13.07%
Top Index Funds
Fund Name Rank Rating
Motilal Oswal Nifty Smallcap 250 Index Fund 1
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 2
Nippon India Nifty Smallcap 250 Index Fund 3
Nippon India Nifty 50 Value 20 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Dsp Nifty Next 50 Index Fund 6
Nippon India Nifty Midcap 150 Index Fund 7
Kotak Nifty Next 50 Index Fund 8
motilal oswal nifty next 50 index fund 9
Icici Prudential Nifty Next 50 Index Fund 10

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 23.29
0.1000
0.4500%
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth 24.07
0.1100
0.4500%

Review Date: 19-11-2024

motilal oswal nifty next 50 index fund has shown very good performance in the Index Funds category. The fund has rank of 9 out of 50 funds in the category. The fund has delivered return of 44.26% in 1 year and 15.56% in 3 years. The category average for the same periods is 24.74% and 12.47% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 18.05, VaR of -25.74, Average Drawdown of -10.37, Semi Deviation of 13.07 and Max Drawdown of -14.97. The category average for the same parameters is 13.41, -17.57, -5.35, 9.49 and -12.16 respectively. The fund has high risk in the category.
  • standard deviation of 18.05 and based on VaR one can expect to lose more than -25.74% of current value of fund in one year.
  • Sharpe ratio of the fund is 0.57 which shows good performance of fund in the index funds category.


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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.51
    -4.65
    		-8.56 | 1.96 134 | 145 Poor
    3M Return % -7.80
    -3.98
    		-14.58 | 6.08 127 | 144 Poor
    6M Return % -0.89
    4.44
    		-5.05 | 26.10 129 | 138 Poor
    1Y Return % 44.26
    24.74
    		7.35 | 44.92 8 | 122 Very Good
    3Y Return % 15.56
    12.47
    		5.28 | 19.85 15 | 52 Good
    1Y SIP Return % 0.52
    -8.15
    		-38.78 | 10.23 21 | 120 Very Good
    3Y SIP Return % 24.00
    16.18
    		3.15 | 30.64 15 | 52 Good
    Standard Deviation 18.05
    13.41
    		1.89 | 21.15 41 | 49 Poor
    Semi Deviation 13.07
    9.49
    		1.61 | 15.17 43 | 49 Poor
    Max Drawdown % -14.97
    -12.16
    		-27.81 | -2.23 42 | 49 Poor
    VaR 1 Y % -25.74
    -17.57
    		-31.22 | -2.13 47 | 49 Poor
    Average Drawdown % -10.37
    -5.35
    		-10.37 | -0.72 49 | 49 Poor
    Sharpe Ratio 0.57
    0.34
    		-0.68 | 0.88 14 | 49 Good
    Sterling Ratio 0.71
    0.59
    		0.34 | 0.93 16 | 49 Good
    Sortino Ratio 0.29
    0.19
    		-0.21 | 0.47 14 | 49 Good
    Return data last Updated On : Nov. 19, 2024.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.46 -4.61 -8.51 | 1.99 128 | 147
    3M Return % -7.64 -3.87 -14.42 | 6.22 122 | 146
    6M Return % -0.55 4.72 -4.84 | 26.52 126 | 140
    1Y Return % 45.25 25.33 7.50 | 45.38 8 | 123
    3Y Return % 16.35 12.98 5.54 | 20.68 11 | 52
    1Y SIP Return % 1.27 -7.67 -38.48 | 10.82 17 | 121
    3Y SIP Return % 24.86 16.70 3.36 | 31.42 11 | 52
    Standard Deviation 18.05 13.41 1.89 | 21.15 41 | 49
    Semi Deviation 13.07 9.49 1.61 | 15.17 43 | 49
    Max Drawdown % -14.97 -12.16 -27.81 | -2.23 42 | 49
    VaR 1 Y % -25.74 -17.57 -31.22 | -2.13 47 | 49
    Average Drawdown % -10.37 -5.35 -10.37 | -0.72 49 | 49
    Sharpe Ratio 0.57 0.34 -0.68 | 0.88 14 | 49
    Sterling Ratio 0.71 0.59 0.34 | 0.93 16 | 49
    Sortino Ratio 0.29 0.19 -0.21 | 0.47 14 | 49
    Return data last Updated On : Nov. 19, 2024.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
    KPIs: Key Performance Indicators

    Investment Period Regular Direct
    Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
    1D 0.45 ₹ 10,045.00 0.45 ₹ 10,045.00
    1W -0.99 ₹ 9,901.00 -0.98 ₹ 9,902.00
    1M -7.51 ₹ 9,249.00 -7.46 ₹ 9,254.00
    3M -7.80 ₹ 9,220.00 -7.64 ₹ 9,236.00
    6M -0.89 ₹ 9,911.00 -0.55 ₹ 9,945.00
    1Y 44.26 ₹ 14,426.00 45.25 ₹ 14,525.00
    3Y 15.56 ₹ 15,431.00 16.35 ₹ 15,749.00
    5Y ₹ ₹
    7Y ₹ ₹
    10Y ₹ ₹
    15Y ₹ ₹

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

    Investment Period Invested Amount Regular Direct
    XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
    1Y ₹ 12000 0.52 ₹ 12,033.85 1.27 ₹ 12,082.86
    3Y ₹ 36000 24.00 ₹ 51,055.31 24.86 ₹ 51,658.20
    5Y ₹ 60000 ₹ ₹
    7Y ₹ 84000 ₹ ₹
    10Y ₹ 120000 ₹ ₹
    15Y ₹ 180000 ₹ ₹


    Date Motilal Oswal Nifty Next 50 Index Fund NAV Regular Growth Motilal Oswal Nifty Next 50 Index Fund NAV Direct Growth
    19-11-2024 23.2914 24.0745
    18-11-2024 23.1867 23.9659
    14-11-2024 23.1675 23.9443
    13-11-2024 23.061 23.8338
    12-11-2024 23.5243 24.3121
    11-11-2024 24.0474 24.8523
    08-11-2024 23.9809 24.7822
    07-11-2024 24.2703 25.0807
    06-11-2024 24.5282 25.3468
    05-11-2024 23.9821 24.782
    04-11-2024 23.8528 24.6479
    31-10-2024 24.0246 24.8236
    30-10-2024 24.1451 24.9477
    29-10-2024 24.2385 25.0427
    28-10-2024 24.065 24.863
    25-10-2024 23.9573 24.7504
    24-10-2024 24.3367 25.1419
    23-10-2024 24.3575 25.1629
    22-10-2024 24.4522 25.2602
    21-10-2024 25.1836 26.0153

    Fund Launch Date: 23/Dec/2019
    Fund Category: Index Funds
    Investment Objective: The Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
    Fund Description: An open ended scheme replicating / tracking Nifty Next 50 Index
    Fund Benchmark: Nifty Next 50 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.