Motilal Oswal Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank 12
BMSMONEY Rating
Gro. Opt. As On: 20-12-2024
NAV ₹23.6(R) -2.72% ₹24.4(D) -2.72%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 34.39% 19.24% -% -% -%
LumpSum (D) 35.31% 20.05% -% -% -%
SIP (R) -36.47% 20.79% -% -% -%
SIP (D) -35.97% 21.67% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.62 0.31 0.75 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.94% -25.74% -14.97% - 13.06%
Top Index Funds
Fund Name Rank Rating
Motilal Oswal Nifty Smallcap 250 Index Fund 1
ICICI Prudential Nifty Smallcap 250 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
Nippon India Nifty Smallcap 250 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Nippon India Nifty 50 Value 20 Index Fund 7
Dsp Nifty Next 50 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Kotak Nifty Next 50 Index Fund 10
Icici Prudential Nifty Next 50 Index Fund 11

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 23.6
-0.6600
-2.7200%
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth 24.4
-0.6800
-2.7200%

Review Date: 20-12-2024

motilal oswal nifty next 50 index fund has shown good performance in the Index Funds category. The fund has rank of 12 out of 52 funds in the category. The fund has delivered return of 34.39% in 1 year and 19.24% in 3 years. The category average for the same periods is 19.82% and 15.12% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 17.94, VaR of -25.74, Average Drawdown of -9.34, Semi Deviation of 13.06 and Max Drawdown of -14.97. The category average for the same parameters is 13.26, -16.31, -5.13, 9.35 and -11.11 respectively. The fund has high risk in the category.
  • standard deviation of 17.94 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 0.62 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 % 2.85
    2.28
    		-2.55 | 9.59 49 | 145 Good
    3M Return % -9.16
    -6.03
    		-14.59 | 4.05 117 | 143 Poor
    6M Return % -4.28
    1.16
    		-10.55 | 25.65 131 | 140 Poor
    1Y Return % 34.39
    19.82
    		6.86 | 39.20 17 | 122 Very Good
    3Y Return % 19.24
    15.12
    		5.34 | 24.13 14 | 54 Very Good
    1Y SIP Return % -36.47
    -34.96
    		-40.33 | -22.25 41 | 77 Average
    3Y SIP Return % 20.79
    16.58
    		1.37 | 30.08 14 | 26 Good
    Standard Deviation 17.94
    13.26
    		1.88 | 20.88 42 | 51 Poor
    Semi Deviation 13.06
    9.35
    		1.57 | 15.05 46 | 51 Poor
    Max Drawdown % -14.97
    -11.11
    		-27.81 | -2.14 43 | 51 Poor
    VaR 1 Y % -25.74
    -16.31
    		-31.22 | -2.13 48 | 51 Poor
    Average Drawdown % -9.34
    -5.13
    		-9.34 | -0.62 51 | 51 Poor
    Sharpe Ratio 0.62
    0.44
    		-0.76 | 0.94 18 | 51 Good
    Sterling Ratio 0.75
    0.68
    		0.41 | 0.98 16 | 51 Good
    Sortino Ratio 0.31
    0.24
    		-0.23 | 0.50 18 | 51 Good
    Return data last Updated On : Dec. 20, 2024.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 2.90 2.32 -2.50 | 9.66 44 | 147
    3M Return % -9.01 -5.93 -14.49 | 4.22 115 | 145
    6M Return % -3.95 1.43 -10.29 | 26.07 126 | 142
    1Y Return % 35.31 20.39 7.47 | 40.11 13 | 123
    3Y Return % 20.05 15.64 5.53 | 24.93 10 | 54
    1Y SIP Return % -35.97 -35.21 -40.33 | -21.70 38 | 87
    3Y SIP Return % 21.67 16.26 1.58 | 30.88 11 | 31
    Standard Deviation 17.94 13.26 1.88 | 20.88 42 | 51
    Semi Deviation 13.06 9.35 1.57 | 15.05 46 | 51
    Max Drawdown % -14.97 -11.11 -27.81 | -2.14 43 | 51
    VaR 1 Y % -25.74 -16.31 -31.22 | -2.13 48 | 51
    Average Drawdown % -9.34 -5.13 -9.34 | -0.62 51 | 51
    Sharpe Ratio 0.62 0.44 -0.76 | 0.94 18 | 51
    Sterling Ratio 0.75 0.68 0.41 | 0.98 16 | 51
    Sortino Ratio 0.31 0.24 -0.23 | 0.50 18 | 51
    Return data last Updated On : Dec. 20, 2024.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
    KPIs: Key Performance Indicators

    Investment Period Regular Direct
    Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
    1D -2.72 ₹ 9,728.00 -2.72 ₹ 9,728.00
    1W -5.85 ₹ 9,415.00 -5.84 ₹ 9,416.00
    1M 2.85 ₹ 10,285.00 2.90 ₹ 10,290.00
    3M -9.16 ₹ 9,084.00 -9.01 ₹ 9,099.00
    6M -4.28 ₹ 9,572.00 -3.95 ₹ 9,605.00
    1Y 34.39 ₹ 13,439.00 35.31 ₹ 13,531.00
    3Y 19.24 ₹ 16,952.00 20.05 ₹ 17,301.00
    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 -36.47 ₹ 9,467.14 -35.97 ₹ 9,504.95
    3Y ₹ 36000 20.79 ₹ 48,833.78 21.67 ₹ 49,431.89
    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
    20-12-2024 23.5966 24.404
    19-12-2024 24.2571 25.0868
    18-12-2024 24.472 25.3085
    17-12-2024 24.7947 25.6418
    16-12-2024 25.1273 25.9853
    13-12-2024 25.0641 25.9185
    12-12-2024 25.1049 25.9601
    11-12-2024 25.1775 26.0347
    10-12-2024 25.1098 25.9643
    09-12-2024 24.9774 25.8269
    06-12-2024 25.0936 25.9455
    05-12-2024 24.9043 25.7494
    04-12-2024 24.8219 25.6636
    03-12-2024 24.701 25.5382
    02-12-2024 24.4523 25.2806
    29-11-2024 24.304 25.1258
    28-11-2024 24.1426 24.9585
    27-11-2024 24.1197 24.9344
    26-11-2024 23.8927 24.6993
    25-11-2024 23.8317 24.6358
    22-11-2024 23.3722 24.1594
    21-11-2024 22.9432 23.7155

    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.