Motilal Oswal Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank 13
BMSMONEY Rating
Gro. Opt. As On: 20-01-2025
NAV ₹22.39(R) +0.07% ₹23.17(D) +0.08%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 18.62% 14.67% 17.23% -% -%
LumpSum (D) 19.44% 15.45% 18.02% -% -%
SIP (R) -30.9% 17.9% 18.96% -% -%
SIP (D) -30.35% 18.75% 19.8% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.5 0.26 0.67 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.26% -25.74% -14.97% - 13.22%
Top Index Funds
Fund Name Rank Rating
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Nippon India Nifty Midcap 150 Index Fund 3
Motilal Oswal Nifty Smallcap 250 Index Fund 4
ICICI Prudential Nifty Smallcap 250 Index Fund 5
ICICI Prudential Nifty Midcap 150 Index Fund 6
Nippon India Nifty Smallcap 250 Index Fund 7
Edelweiss Nifty Large Mid Cap 250 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Nippon India Nifty 50 Value 20 Index Fund 10
Motilal Oswal S&P 500 Index Fund 11
Kotak Nifty Next 50 Index Fund 12

NAV Date: 20-01-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 22.39
0.0200
0.0700%
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth 23.17
0.0200
0.0800%

Review Date: 20-01-2025

motilal oswal nifty next 50 index fund has shown good performance in the Index Funds category. The fund has rank of 13 out of 55 funds in the category. The fund has delivered return of 18.62% in 1 year, 14.67% in 3 years and 17.23% in 5 years. The category average for the same periods is 11.83%, 12.24% and 15.53% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 18.26, VaR of -25.74, Average Drawdown of -10.96, Semi Deviation of 13.22 and Max Drawdown of -14.97. The category average for the same parameters is 13.6, -16.61, -5.66, 9.49 and -12.08 respectively. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in motilal oswal nifty next 50 index fund direct growth option would have grown to ₹11944.0 in 1 year, ₹15389.0 in 3 years and ₹22900.0 in 5 years as of today (20-01-2025).
  2. An SIP of ₹1,000 per month in motilal oswal nifty next 50 index fund direct growth option would have grown to ₹9916.0 in 1 year, ₹47468.0 in 3 years and ₹98281.0 in 5 years as of today (20-01-2025).
  3. standard deviation of 18.26 and based on VaR one can expect to lose more than -25.74% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.5 which shows good performance of fund in the index funds category.


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.11
-2.42
-10.92 | 2.86 120 | 143 Poor
3M Return % -11.09
-5.49
-15.37 | 5.33 126 | 143 Poor
6M Return % -9.94
-3.83
-15.42 | 11.73 122 | 141 Poor
1Y Return % 18.62
11.83
5.57 | 28.62 12 | 122 Very Good
3Y Return % 14.67
12.24
5.70 | 19.68 17 | 56 Good
5Y Return % 17.23
15.53
9.14 | 25.73 7 | 28 Very Good
1Y SIP Return % -30.90
-27.28
-38.16 | -13.96 105 | 120 Poor
3Y SIP Return % 17.90
13.01
3.35 | 27.18 16 | 54 Good
5Y SIP Return % 18.96
15.91
11.77 | 27.90 6 | 28 Very Good
Standard Deviation 18.26
13.60
1.87 | 20.99 47 | 55 Poor
Semi Deviation 13.22
9.49
1.56 | 15.34 47 | 55 Poor
Max Drawdown % -14.97
-12.08
-28.92 | -2.14 46 | 55 Poor
VaR 1 Y % -25.74
-16.61
-31.22 | -2.13 51 | 55 Poor
Average Drawdown % -10.96
-5.66
-11.02 | -0.57 54 | 55 Poor
Sharpe Ratio 0.50
0.34
-0.72 | 0.88 17 | 55 Good
Sterling Ratio 0.67
0.59
0.36 | 0.90 15 | 55 Good
Sortino Ratio 0.26
0.19
-0.22 | 0.47 18 | 55 Good
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.05 -2.38 -10.87 | 2.90 122 | 145
3M Return % -10.93 -5.38 -15.25 | 5.47 128 | 145
6M Return % -9.64 -3.61 -15.10 | 12.11 124 | 143
1Y Return % 19.44 12.35 6.06 | 29.29 7 | 123
3Y Return % 15.45 12.75 5.90 | 20.47 13 | 56
5Y Return % 18.02 16.04 9.91 | 26.60 6 | 28
1Y SIP Return % -30.35 -26.90 -37.69 | -13.33 104 | 121
3Y SIP Return % 18.75 13.54 3.56 | 27.96 11 | 54
5Y SIP Return % 19.80 16.45 12.62 | 28.83 5 | 28
Standard Deviation 18.26 13.60 1.87 | 20.99 47 | 55
Semi Deviation 13.22 9.49 1.56 | 15.34 47 | 55
Max Drawdown % -14.97 -12.08 -28.92 | -2.14 46 | 55
VaR 1 Y % -25.74 -16.61 -31.22 | -2.13 51 | 55
Average Drawdown % -10.96 -5.66 -11.02 | -0.57 54 | 55
Sharpe Ratio 0.50 0.34 -0.72 | 0.88 17 | 55
Sterling Ratio 0.67 0.59 0.36 | 0.90 15 | 55
Sortino Ratio 0.26 0.19 -0.22 | 0.47 18 | 55
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.07 ₹ 10,007.00 0.08 ₹ 10,008.00
1W 5.87 ₹ 10,587.00 5.89 ₹ 10,589.00
1M -5.11 ₹ 9,489.00 -5.05 ₹ 9,495.00
3M -11.09 ₹ 8,891.00 -10.93 ₹ 8,907.00
6M -9.94 ₹ 9,006.00 -9.64 ₹ 9,036.00
1Y 18.62 ₹ 11,862.00 19.44 ₹ 11,944.00
3Y 14.67 ₹ 15,078.00 15.45 ₹ 15,389.00
5Y 17.23 ₹ 22,142.00 18.02 ₹ 22,900.00
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 -30.90 ₹ 9,875.17 -30.35 ₹ 9,915.64
3Y ₹ 36000 17.90 ₹ 46,897.99 18.75 ₹ 47,467.51
5Y ₹ 60000 18.96 ₹ 96,303.30 19.80 ₹ 98,281.38
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
20-01-2025 22.3915 23.1711
17-01-2025 22.375 23.1528
16-01-2025 22.2074 22.9789
15-01-2025 21.8903 22.6503
14-01-2025 21.7 22.4531
13-01-2025 21.1494 21.8829
10-01-2025 22.1045 22.8698
09-01-2025 22.5519 23.3323
08-01-2025 22.8427 23.6328
07-01-2025 23.0276 23.8236
06-01-2025 23.0481 23.8443
03-01-2025 23.804 24.625
02-01-2025 23.7741 24.5936
01-01-2025 23.4808 24.2897
31-12-2024 23.3921 24.1976
30-12-2024 23.4167 24.2226
27-12-2024 23.5613 24.3707
26-12-2024 23.7707 24.5869
24-12-2024 23.6658 24.4775
23-12-2024 23.6588 24.4697
20-12-2024 23.5966 24.404

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.