Motilal Oswal Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank 23
Rating
Growth Option 21-02-2025
NAV ₹20.8(R) -0.94% ₹21.54(D) -0.94%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.27% 14.37% 15.57% -% -%
Direct 3.98% 15.15% 16.35% -% -%
Benchmark
SIP (XIRR) Regular -18.41% 14.83% 16.42% -% -%
Direct -17.82% 15.65% 17.24% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.38 0.2 0.52 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.86% -25.91% -18.1% - 13.74%
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
Nippon India Nifty Midcap 150 Index Fund 4
Nippon India Nifty 50 Value 20 Index Fund 5
ICICI Prudential Nifty Midcap 150 Index Fund 6
Edelweiss Nifty 100 Quality 30 Index Fund 7
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 8
- 9
Edelweiss Nifty Large Mid Cap 250 Index Fund 10
HDFC NIFTY50 Equal Weight Index Fund 11
DSP Nifty 50 Equal Weight Index Fund 12

NAV Date: 21-02-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 20.8
-0.2000
-0.9400%
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth 21.54
-0.2000
-0.9400%

Review Date: 21-02-2025


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.59
-3.23
-15.74 | 2.53 100 | 142 Average
3M Return % -9.32
-4.90
-14.58 | 3.55 111 | 144 Poor
6M Return % -18.54
-9.94
-24.39 | 10.24 126 | 144 Poor
1Y Return % 3.27
3.72
-5.86 | 25.60 80 | 125 Average
3Y Return % 14.37
11.81
5.55 | 19.84 18 | 65 Good
5Y Return % 15.57
14.86
9.08 | 22.47 8 | 28 Good
1Y SIP Return % -18.41
-7.92
-27.14 | 10.61 99 | 123 Poor
3Y SIP Return % 14.83
12.03
6.88 | 20.35 16 | 64 Very Good
5Y SIP Return % 16.42
15.01
12.34 | 22.84 7 | 28 Very Good
Standard Deviation 18.86
13.53
1.86 | 21.85 46 | 58 Poor
Semi Deviation 13.74
9.55
1.58 | 15.77 47 | 58 Poor
Max Drawdown % -18.10
-11.74
-25.92 | -2.14 48 | 58 Poor
VaR 1 Y % -25.91
-17.57
-35.58 | -2.13 51 | 58 Poor
Average Drawdown % -10.88
-5.85
-10.91 | -0.70 56 | 58 Poor
Sharpe Ratio 0.38
0.29
-0.52 | 0.73 24 | 58 Good
Sterling Ratio 0.52
0.57
0.37 | 0.86 44 | 58 Average
Sortino Ratio 0.20
0.17
-0.16 | 0.38 24 | 58 Good
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.54 -3.19 -15.69 | 2.58 98 | 144
3M Return % -9.16 -4.79 -14.44 | 3.69 113 | 146
6M Return % -18.26 -9.74 -24.10 | 10.52 127 | 146
1Y Return % 3.98 4.19 -5.25 | 26.25 77 | 127
3Y Return % 15.15 12.30 5.70 | 20.64 13 | 65
5Y Return % 16.35 15.37 9.84 | 23.37 7 | 28
1Y SIP Return % -17.82 -7.49 -26.61 | 11.36 99 | 125
3Y SIP Return % 15.65 12.53 7.03 | 21.09 11 | 64
5Y SIP Return % 17.24 15.53 13.18 | 23.79 6 | 28
Standard Deviation 18.86 13.53 1.86 | 21.85 46 | 58
Semi Deviation 13.74 9.55 1.58 | 15.77 47 | 58
Max Drawdown % -18.10 -11.74 -25.92 | -2.14 48 | 58
VaR 1 Y % -25.91 -17.57 -35.58 | -2.13 51 | 58
Average Drawdown % -10.88 -5.85 -10.91 | -0.70 56 | 58
Sharpe Ratio 0.38 0.29 -0.52 | 0.73 24 | 58
Sterling Ratio 0.52 0.57 0.37 | 0.86 44 | 58
Sortino Ratio 0.20 0.17 -0.16 | 0.38 24 | 58
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.94 ₹ 9,906.00 -0.94 ₹ 9,906.00
1W 1.54 ₹ 10,154.00 1.55 ₹ 10,155.00
1M -4.59 ₹ 9,541.00 -4.54 ₹ 9,546.00
3M -9.32 ₹ 9,068.00 -9.16 ₹ 9,084.00
6M -18.54 ₹ 8,146.00 -18.26 ₹ 8,174.00
1Y 3.27 ₹ 10,327.00 3.98 ₹ 10,398.00
3Y 14.37 ₹ 14,960.00 15.15 ₹ 15,269.00
5Y 15.57 ₹ 20,616.00 16.35 ₹ 21,323.00
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 -18.41 ₹ 10,760.58 -17.82 ₹ 10,801.67
3Y ₹ 36000 14.83 ₹ 44,904.92 15.65 ₹ 45,436.39
5Y ₹ 60000 16.42 ₹ 90,512.70 17.24 ₹ 92,349.90
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
21-02-2025 20.805 21.5422
20-02-2025 21.0022 21.746
19-02-2025 20.6983 21.4309
18-02-2025 20.4557 21.1793
17-02-2025 20.4507 21.1738
14-02-2025 20.4904 21.2137
13-02-2025 20.9631 21.7027
12-02-2025 20.9178 21.6554
11-02-2025 20.9189 21.6561
10-02-2025 21.4559 22.2116
07-02-2025 21.8564 22.625
06-02-2025 21.8511 22.6191
05-02-2025 22.015 22.7883
04-02-2025 21.8726 22.6405
03-02-2025 21.5419 22.2977
31-01-2025 21.7108 22.4714
30-01-2025 21.3878 22.1366
29-01-2025 21.3697 22.1175
28-01-2025 20.9478 21.6804
27-01-2025 20.8862 21.6162
24-01-2025 21.4926 22.2426
23-01-2025 21.8387 22.6004
22-01-2025 21.6213 22.375
21-01-2025 21.8067 22.5664

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.