- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹375 Cr | ₹755 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Dec 2019 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 50% | 10% |
| Expense Ratio | 1.03 | 0.55 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01AD9 | INF247L01AF4 |
| Exits Load | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | 2.52% | 3.62% |
| 6 Month | 8.32% | 6.39% |
| 1 Year | -0.06% | 6.98% |
| 3 Year | 17.56% | 13.22% |
| 5 Year | 20.24% | 17.76% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | 1.11% | 0.07% |
| 1 Year | 7.82% | 7.08% |
| 3 Year | 15.11% | 10.33% |
| 5 Year | 14.99% | 11.5% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 16.29% | 16.43% |
| 3 Year | 18.05% | 15.15% |
| 5 Year | 19.93% | 18.11% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 17.78% | 11.68% |
| Sharp | 0.64% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.97% | -0.60% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 6.07 | 3.08 |
| Large Cap | 81.44 | 95.52 |
| Mid Cap | 12.48 | 1.4 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | -0.02 | -0.04 |
| Industrials | 11.24 | 7.09 |
| Consumer Cyclical | 11.51 | 11.68 |
| Healthcare | 5.93 | 4.3 |
| Consumer Defensive | 12.47 | 6.79 |
| Financial Services | 20.01 | 36.49 |
| Energy | 5.37 | 10.37 |
| Basic Materials | 12.91 | 6.32 |
| Utilities | 12.81 | 2.56 |
| Technology | 2.11 | 9.91 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | 4.54 |
Top Comparisons
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.28%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.59%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns18.77%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns11.66%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns25.63%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.86%
ICICI Prudential Flexicap Fund - Growth
3Y Returns19.01%
