Motilal Oswal Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 45
Rating
Growth Option 19-10-2026
NAV ₹23.58(R) -0.43% ₹24.71(D) -0.43%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.25% 14.92% 9.1% -% -%
Direct -0.52% 15.74% 9.87% -% -%
Benchmark
SIP (XIRR) Regular -16.88% 1.72% 9.64% -% -%
Direct -16.2% 2.51% 10.47% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.55 0.28 0.48 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
20.08% -32.63% -25.93% - 14.65%
Fund AUM As on: 30/12/2025 392 Cr
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NAV Date: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 23.58
-0.1000
-0.4300%
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth 24.71
-0.1100
-0.4300%

Review Date: 19-10-2026

Beginning of Analysis

motilal oswal nifty next 50 index fund is the 79th ranked fund in the Index Funds category. The category has total 0 funds. The 1 star rating shows a very poor past performance of the motilal oswal nifty next 50 index fund in Index Funds. The fund has a Sharpe Ratio of 0.55 which is lower than the category average of 0.56.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Next 50 Index Mutual Funds

motilal oswal nifty next 50 index fund Return Analysis

  • The fund has given a return of -4.7%, -4.96 and -2.03 in last one, three and six months respectively. In the same period the category average return was -4.79%, -5.03% and -2.18% respectively.
  • motilal oswal nifty next 50 index fund has given a return of -0.52% in last one year. In the same period the Large Cap Next 50 Index Mutual Funds category average return was -0.57%.
  • The fund has given a return of 15.74% in last three years and ranked 6.0th out of thirteen funds in the category. In the same period the Large Cap Next 50 Index Mutual Funds category average return was 15.68%.
  • The fund has given a return of 9.87% in last five years and ranked 3rd out of six funds in the category. In the same period the Large Cap Next 50 Index Mutual Funds category average return was 9.87%.
  • The fund has given a SIP return of -16.2% in last one year whereas category average SIP return is -4.0%. The fund one year return rank in the category is 20th in 20 funds
  • The fund has SIP return of 2.51% in last three years and ranks 12th in 13 funds. LIC MF Nifty Next 50 Index Fund has given the highest SIP return (4.31%) in the category in last three years.
  • The fund has SIP return of 10.47% in last five years whereas category average SIP return is 10.77%.

motilal oswal nifty next 50 index fund Risk Analysis

  • The fund has a standard deviation of 20.08 and semi deviation of 14.65. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -32.63 and a maximum drawdown of -25.93. The category average VaR is -22.25 and the maximum drawdown is -17.1.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Large Cap Next 50 Index Mutual Funds Category
  • Good Performance in Large Cap Next 50 Index Mutual Funds Category
  • Poor Performance in Large Cap Next 50 Index Mutual Funds Category
  • Very Poor Performance in Large Cap Next 50 Index Mutual Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.76
    -4.83
    		-5.91 | -4.60 16 | 20 Poor
    3M Return % -5.14
    -5.17
    		-5.98 | -4.93 15 | 20 Average
    6M Return % -2.39
    -2.48
    		-4.12 | -1.94 13 | 20 Average
    1Y Return % -1.25
    -1.16
    		-1.91 | -0.70 13 | 19 Average
    3Y Return % 14.92
    15.08
    		14.86 | 15.26 12 | 13 Average
    5Y Return % 9.10
    9.35
    		9.10 | 9.50 6 | 6 Average
    1Y SIP Return % -16.88
    -4.67
    		-16.88 | -2.39 19 | 19 Poor
    3Y SIP Return % 1.72
    3.30
    		1.72 | 3.75 13 | 13 Poor
    5Y SIP Return % 9.64
    10.23
    		9.64 | 10.50 6 | 6 Average
    Standard Deviation 20.08
    14.64
    		0.55 | 22.91 92 | 110 Poor
    Semi Deviation 14.65
    10.77
    		0.37 | 17.17 87 | 110 Poor
    Max Drawdown % -25.93
    -17.10
    		-37.89 | 0.00 97 | 110 Poor
    VaR 1 Y % -32.63
    -22.25
    		-38.54 | 0.00 93 | 110 Poor
    Average Drawdown % 14.45
    7.28
    		0.00 | 14.99 7 | 110 Very Good
    Sharpe Ratio 0.55
    0.56
    		-0.34 | 2.15 46 | 110 Good
    Sterling Ratio 0.48
    0.49
    		-0.05 | 1.48 55 | 110 Good
    Sortino Ratio 0.28
    0.33
    		-0.09 | 1.81 51 | 110 Good
    Return data last Updated On : Oct. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.70 -4.79 -5.89 | -4.55 13 | 21 Average
    3M Return % -4.96 -5.03 -5.88 | -4.77 13 | 21 Average
    6M Return % -2.03 -2.18 -3.95 | -1.67 13 | 21 Average
    1Y Return % -0.52 -0.57 -1.35 | -0.17 14 | 20 Average
    3Y Return % 15.74 15.68 15.41 | 15.83 6 | 13 Good
    5Y Return % 9.87 9.87 9.72 | 10.02 3 | 6 Good
    1Y SIP Return % -16.20 -4.00 -16.20 | -1.85 20 | 20 Poor
    3Y SIP Return % 2.51 3.86 2.49 | 4.31 12 | 13 Average
    5Y SIP Return % 10.47 10.77 10.44 | 11.03 5 | 6 Average
    Standard Deviation 20.08 14.64 0.55 | 22.91 92 | 110 Poor
    Semi Deviation 14.65 10.77 0.37 | 17.17 87 | 110 Poor
    Max Drawdown % -25.93 -17.10 -37.89 | 0.00 97 | 110 Poor
    VaR 1 Y % -32.63 -22.25 -38.54 | 0.00 93 | 110 Poor
    Average Drawdown % 14.45 7.28 0.00 | 14.99 7 | 110 Very Good
    Sharpe Ratio 0.55 0.56 -0.34 | 2.15 46 | 110 Good
    Sterling Ratio 0.48 0.49 -0.05 | 1.48 55 | 110 Good
    Sortino Ratio 0.28 0.33 -0.09 | 1.81 51 | 110 Good
    Return data last Updated On : Oct. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

    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.


    Date Motilal Oswal Nifty Next 50 Index Fund NAV Regular Growth Motilal Oswal Nifty Next 50 Index Fund NAV Direct Growth
    19-10-2026 23.5774 24.7125
    16-10-2026 23.6798 24.8183
    15-10-2026 23.5716 24.7045
    14-10-2026 23.6848 24.8226
    13-10-2026 23.6524 24.7881
    12-10-2026 23.4554 24.5812
    09-10-2026 23.3938 24.5153
    08-10-2026 23.205 24.3169
    07-10-2026 23.8196 24.9605
    06-10-2026 24.0161 25.1659
    05-10-2026 23.7561 24.8929
    01-10-2026 23.6788 24.81
    30-09-2026 23.9423 25.0856
    29-09-2026 23.8449 24.9831
    28-09-2026 24.1414 25.2932
    25-09-2026 24.6473 25.8218
    24-09-2026 24.5117 25.6792
    23-09-2026 24.8833 26.068
    22-09-2026 24.6581 25.8315
    21-09-2026 24.7548 25.9324

    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.