Motilal Oswal Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank 15
BMSMONEY Rating
Growth Option As On: 18-04-2024
NAV ₹21.36 (R) 0.0% ₹21.99 (D) 0.0%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 60.44% 21.74% -% -% -%
LumpSum Dir. P 61.57% 22.57% -% -% -%
SIP Reg. P 63.5% 26.03% -% -% -%
SIP Dir. P 64.64% 26.84% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 18-04-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 21.36
0.0000
0.0000%
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth 21.99
0.0000
0.0000%

Review Date: Feb. 29, 2024

Performance of the Motilal Oswal Nifty Next 50 Index Fund has been analyzed on seven performance parameters. Out of seven return parameters, the fund has six return parameters in first quartile; whereas zero risk parameters (out of zero) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile. Based on this performance Motilal Oswal Nifty Next 50 Index Fund has achieved 15th (out of 36 funds), which is average rank in the Index Funds category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The Index Funds category has 36 funds.
Our ranking method uses a composite performance score to rank funds in a category. The score incorporates the fund's return, risk, and risk adjusted performance of the last three years.

The Motilal Oswal Nifty Next 50 Index Fund has very good return performance, as all 1 year and above return parameters are above average in Index Funds category. The details are provided below.'
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  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Motilal Oswal Nifty Next 50 Index Fund has given return of 7.62% in last one month which is very good as it is in the top quartile in Index Funds.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Motilal Oswal Nifty Next 50 Index Fund has given return of 21.5% in last three month which is very good as it is in the top quartile in Index Funds.
  3. 6 Month Return%: Six month return shows funds performance in short period of time, the Motilal Oswal Nifty Next 50 Index Fund has given return of 32.45% in last six month which is very good as it is in the top quartile in Index Funds.
  4. 1 Year Return%: The Motilal Oswal Nifty Next 50 Index Fund has given return of 56.1% in last one year which is very good as it is in the top quartile in Index Funds. The one year return rank of Motilal Oswal Nifty Next 50 Index Fund is 14 in 88 funds. The investment of ₹ 10,000 in this fund would have become ₹ 15610.0 in one year.
  5. 3 Year Return%: The Motilal Oswal Nifty Next 50 Index Fund has given return of 19.19% in last three year which is good as it is above average with return rank of 10 in 33 funds. in Index Funds.
  6. 1 Year SIP Return%: The Motilal Oswal Nifty Next 50 Index Fund has given return of 67.58% in last one year which is very good as it is in the top quartile with return rank of 14 in 88 funds. in Index Funds.
  7. 3 Year SIP Return%: The Motilal Oswal Nifty Next 50 Index Fund has given return of 24.53% in last three year which is very good as it is in the top quartile with return rank of 8 in 33 funds. in Index Funds.
    8. '
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The Motilal Oswal Nifty Next 50 Index Fund has poor risk performance, as non of above risk paramerters are above average Index Funds category. The details are provided below. '
    ' '
'

The Motilal Oswal Nifty Next 50 Index Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Index Funds category. The details are provided below. '
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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 7.88
2.70
-6.48 | 12.13 12 | 86
Yes
Yes
No
3M Return % 13.18
3.63
-9.74 | 13.39 9 | 86
Yes
Yes
No
6M Return % 37.50
15.45
3.66 | 37.84 9 | 86
Yes
Yes
No
1Y Return % 60.44
31.70
6.26 | 75.22 14 | 86
Yes
Yes
No
3Y Return % 21.74
17.81
5.02 | 29.32 12 | 39
Yes
No
No
1Y SIP Return % 63.50
24.37
-9.00 | 64.26 9 | 86
Yes
Yes
No
3Y SIP Return % 26.03
18.10
3.86 | 30.18 12 | 39
Yes
No
No
Return data last Updated On : April 18, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 7.94 2.73 -6.51 | 12.18 10 | 86
Yes
Yes
No
3M Return % 13.37 3.72 -9.69 | 13.41 5 | 86
Yes
Yes
No
6M Return % 37.97 15.68 3.72 | 38.02 4 | 86
Yes
Yes
No
1Y Return % 61.57 32.27 6.53 | 76.41 10 | 86
Yes
Yes
No
3Y Return % 22.57 18.35 5.29 | 30.24 12 | 39
Yes
No
No
1Y SIP Return % 64.64 24.89 -8.75 | 64.72 4 | 86
Yes
Yes
No
3Y SIP Return % 26.84 18.61 4.13 | 31.05 10 | 39
Yes
Yes
No
Return data last Updated On : April 18, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.0 ₹ 10000.0 0.0 ₹ 10000.0
1W -1.73 ₹ 9827.0 -1.71 ₹ 9829.0
1M 7.88 ₹ 10788.0 7.94 ₹ 10794.0
3M 13.18 ₹ 11318.0 13.37 ₹ 11337.0
6M 37.5 ₹ 13750.0 37.97 ₹ 13797.0
1Y 60.44 ₹ 16044.0 61.57 ₹ 16157.0
3Y 21.74 ₹ 18041.0 22.57 ₹ 18414.0
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 63.5012 ₹ 15823.2 64.637 ₹ 15887.22
3Y ₹ 36000 26.032 ₹ 52465.392 26.8403 ₹ 53044.056
5Y ₹ 60000 - ₹ - - ₹ -
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
18-04-2024 21.3639 21.9931
16-04-2024 21.3886 22.0177
15-04-2024 21.3723 22.0005
12-04-2024 21.7389 22.3767
09-04-2024 21.6462 22.28
08-04-2024 21.7156 22.351
05-04-2024 21.6151 22.2463
04-04-2024 21.4306 22.056
03-04-2024 21.5231 22.1508
02-04-2024 21.4698 22.0955
01-04-2024 21.2566 21.8757
28-03-2024 20.912 21.5195
27-03-2024 20.6607 21.2605
26-03-2024 20.6309 21.2294
22-03-2024 20.4211 21.012
21-03-2024 20.3253 20.913
20-03-2024 19.8647 20.4387
19-03-2024 19.8033 20.3751
18-03-2024 20.153 20.7346
15-03-2024 20.029 20.6058
14-03-2024 20.1887 20.7698
13-03-2024 19.716 20.2831
12-03-2024 20.4856 21.0744
11-03-2024 20.8084 21.4061
07-03-2024 20.8146 21.4108
06-03-2024 20.6363 21.2271
05-03-2024 20.6933 21.2853
04-03-2024 20.6808 21.2721
01-03-2024 20.5309 21.1167
29-02-2024 20.3534 20.9338
28-02-2024 20.1461 20.7202
27-02-2024 20.4099 20.991
26-02-2024 20.4269 21.0081
23-02-2024 20.4128 20.9925
22-02-2024 20.3578 20.9356
21-02-2024 20.147 20.7184
20-02-2024 20.257 20.8311
19-02-2024 20.2333 20.8064
16-02-2024 20.2127 20.784
15-02-2024 20.0753 20.6423
14-02-2024 19.8988 20.4605
13-02-2024 19.6307 20.1845
12-02-2024 19.4349 19.9827
09-02-2024 19.8161 20.3736
08-02-2024 19.8915 20.4507
07-02-2024 19.7968 20.3529
06-02-2024 19.4785 20.0253
05-02-2024 19.2016 19.7403
02-02-2024 19.2965 19.8367
01-02-2024 19.148 19.6837
31-01-2024 19.0753 19.6086
30-01-2024 18.9125 19.4409
29-01-2024 18.9762 19.5061
25-01-2024 18.7293 19.2508
24-01-2024 18.7009 19.2213
23-01-2024 18.3862 18.8975
19-01-2024 18.8763 19.3998
18-01-2024 18.6143 19.1302
17-01-2024 18.7039 19.2218
16-01-2024 18.9155 19.439
15-01-2024 18.9573 19.4816
12-01-2024 18.8919 19.4133
11-01-2024 18.8416 19.3612
10-01-2024 18.6636 19.1779
09-01-2024 18.6238 19.1367
08-01-2024 18.5443 19.0547
05-01-2024 18.7411 19.2558
04-01-2024 18.764 19.2789
03-01-2024 18.5299 19.0381
02-01-2024 18.3912 18.8953
01-01-2024 18.4374 18.9423
29-12-2023 18.4167 18.92
28-12-2023 18.2858 18.7852
27-12-2023 18.1895 18.686
26-12-2023 18.1054 18.5991
22-12-2023 17.9376 18.4254
21-12-2023 17.7918 18.2753
20-12-2023 17.5587 18.0355
19-12-2023 18.0921 18.5831
18-12-2023 18.0628 18.5527
15-12-2023 17.9454 18.431
14-12-2023 17.9348 18.4198
13-12-2023 17.7101 18.1887
12-12-2023 17.5514 18.0254
11-12-2023 17.6648 18.1415
08-12-2023 17.4827 17.9534
07-12-2023 17.5908 18.0642
06-12-2023 17.4524 17.9217
05-12-2023 17.2528 17.7164
04-12-2023 17.0759 17.5344
01-12-2023 16.7524 17.2013
30-11-2023 16.5919 17.0361
29-11-2023 16.4081 16.8472
28-11-2023 16.296 16.7317
24-11-2023 16.1063 16.5357
23-11-2023 16.1301 16.5599
22-11-2023 16.0841 16.5123
21-11-2023 16.1458 16.5754
20-11-2023 16.1458 16.575
17-11-2023 16.1889 16.6184
16-11-2023 16.1003 16.5271
15-11-2023 16.0437 16.4687
13-11-2023 15.8931 16.3135
10-11-2023 15.8037 16.2208
09-11-2023 15.7803 16.1965
08-11-2023 15.8595 16.2775
07-11-2023 15.7559 16.1709
06-11-2023 15.628 16.0393
03-11-2023 15.5012 15.9083
02-11-2023 15.3518 15.7546
01-11-2023 15.1214 15.5179
31-10-2023 15.2033 15.6016
30-10-2023 15.1648 15.5619
27-10-2023 15.1422 15.5379
26-10-2023 14.85 15.2377
25-10-2023 14.9969 15.3881
23-10-2023 15.0896 15.4827
20-10-2023 15.389 15.789
19-10-2023 15.5369 15.9404
18-10-2023 15.5877 15.9923
17-10-2023 15.7491 16.1576
16-10-2023 15.6925 16.0992
13-10-2023 15.6485 16.0531
12-10-2023 15.6667 16.0715
11-10-2023 15.6308 16.0345
10-10-2023 15.5517 15.9529
09-10-2023 15.3452 15.7408
06-10-2023 15.534 15.9337
05-10-2023 15.4377 15.8345
04-10-2023 15.4002 15.7958
03-10-2023 15.617 16.0178
29-09-2023 15.5665 15.9649
27-09-2023 15.6353 16.0349
26-09-2023 15.6138 16.0125
25-09-2023 15.5839 15.9815
22-09-2023 15.6213 16.0191
21-09-2023 15.6408 16.0387
20-09-2023 15.7758 16.1768
18-09-2023 15.9166 16.3207
15-09-2023 15.9269 16.3303
14-09-2023 15.8995 16.3019
13-09-2023 15.7909 16.1902
12-09-2023 15.7429 16.1408
11-09-2023 16.1129 16.5198
08-09-2023 15.9502 16.352
07-09-2023 15.8223 16.2206
06-09-2023 15.7428 16.1388
05-09-2023 15.6693 16.0632
04-09-2023 15.6375 16.0302
01-09-2023 15.4994 15.8836
31-08-2023 15.3671 15.7477
30-08-2023 15.4806 15.8638
29-08-2023 15.4279 15.8094
28-08-2023 15.3374 15.7164
25-08-2023 15.2562 15.6323
24-08-2023 15.4 15.7794
23-08-2023 15.3439 15.7217
22-08-2023 15.3369 15.7141
21-08-2023 15.237 15.6115
18-08-2023 15.1164 15.487
17-08-2023 15.1876 15.5598
16-08-2023 15.2258 15.5985
14-08-2023 15.2261 15.5983
11-08-2023 15.4194 15.7954
10-08-2023 15.4551 15.8317
09-08-2023 15.5493 15.9279
08-08-2023 15.512 15.8894
07-08-2023 15.5128 15.8899
04-08-2023 15.4886 15.8643
03-08-2023 15.3676 15.74
02-08-2023 15.4477 15.8218
01-08-2023 15.6611 16.0401
31-07-2023 15.6691 16.048
28-07-2023 15.6286 16.0056
27-07-2023 15.4629 15.8356
26-07-2023 15.4169 15.7882
25-07-2023 15.3619 15.7316
24-07-2023 15.2824 15.6499
21-07-2023 15.2863 15.653
20-07-2023 15.3417 15.7095
19-07-2023 15.3641 15.7321
18-07-2023 15.2839 15.6496
17-07-2023 15.3496 15.7166
14-07-2023 15.307 15.6721
13-07-2023 15.1921 15.5542
12-07-2023 15.2906 15.6548
11-07-2023 15.2541 15.6171
10-07-2023 15.1404 15.5005
07-07-2023 15.2205 15.5816
06-07-2023 15.3455 15.7092
05-07-2023 15.2547 15.616
04-07-2023 15.1345 15.4926
03-07-2023 15.1925 15.5517
30-06-2023 15.1337 15.4907
28-06-2023 15.0356 15.3897
27-06-2023 14.9422 15.2938
26-06-2023 14.8784 15.2282
23-06-2023 14.8194 15.167
22-06-2023 15.0098 15.3616
21-06-2023 15.1889 15.5446
20-06-2023 15.1964 15.552
19-06-2023 15.141 15.495
16-06-2023 15.1667 15.5205
15-06-2023 15.0144 15.3643
14-06-2023 15.0096 15.3591
13-06-2023 14.9752 15.3236
12-06-2023 14.8346 15.1794
09-06-2023 14.7654 15.1078
08-06-2023 14.7798 15.1223
07-06-2023 14.8785 15.223
06-06-2023 14.7366 15.0775
05-06-2023 14.6694 15.0085
02-06-2023 14.6462 14.9839
01-06-2023 14.5837 14.9196
31-05-2023 14.5467 14.8816
30-05-2023 14.5112 14.845
29-05-2023 14.5042 14.8375
26-05-2023 14.4215 14.7521
25-05-2023 14.2587 14.5853
24-05-2023 14.18 14.5045
23-05-2023 14.1894 14.5139
22-05-2023 14.1596 14.4832
19-05-2023 14.0298 14.3496
18-05-2023 13.9813 14.2997
17-05-2023 14.1221 14.4434
16-05-2023 14.2021 14.5249
15-05-2023 14.1826 14.5047
12-05-2023 14.116 14.4359
11-05-2023 14.1392 14.4594
10-05-2023 14.0304 14.3479
09-05-2023 13.9517 14.2671
08-05-2023 13.9664 14.2819
05-05-2023 13.8724 14.185
04-05-2023 13.8744 14.1868
03-05-2023 13.7877 14.0979
02-05-2023 13.7633 14.0727
28-04-2023 13.674 13.9804
27-04-2023 13.4936 13.7958
26-04-2023 13.4576 13.7587
25-04-2023 13.4059 13.7056
24-04-2023 13.3485 13.6466
21-04-2023 13.2986 13.5949
20-04-2023 13.316 13.6125
19-04-2023 13.3109 13.6069
18-04-2023 13.4309 13.7294

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.