Motilal Oswal Nifty Next 50 Index Fund Direct - Growth

Fund Details

NAV 24.4744

Sub-Type Large Cap

Rating 1

Min. SIP Amount ₹500.0

Fund Age(Year) 6

Fund Size(in Crores) 396.37

Fund Performance

1 Month -1.79%

3 Month -1.91%

6 Month 4.3%

1 Year -2.44%

3 Year 16.84%

5 Year 16.78%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (88.94%) Market Cap Small Cap 4.95 Large Cap 66.07 Mid Cap 17.91 Top Sectors Financial 13.89 Consumer Staples 13.31 Technology 13.18 Materials 9.65 Energy 8.11 Capital Goods 6.05 Automobile 5.37 Healthcare 5.29 Metals & Mining 3.06 Communication 3.02 Chemicals 2.94 Services 2.02 Consumer Discretionary 1.69 Insurance 0.87 Textiles 0.49 Top Holding Page Industries 0.49 Bharat Petroleum Corporation 1.82 Power Grid Corporation Of India 1.7 Titan Company 1.69 Hindalco Industries 2.06 Britannia Industries 2.1 Marico 1.3 ICICI Lombard Gen. Insurance 0.87 TVS Motor Company 1.5 Kotak Mahindra Bank 2.23 Petronet LNG 1.37 Trent 1.1 Interglobe Aviation 0.92 Infosys 4.47 Jindal Stainless 0.65 Bajaj Auto 1.24 PI Industries 0.52 Colgate-Palmolive (India) 1.48 Coromandel International 0.76 Shree Cement 1.09 Tata Elxsi 0.34 Suzlon Energy 1.65 Abbott India 1.74 Glaxosmithkline Pharma 2 Tenneco Clean Air India 1.49 Ultratech Cement 3.26 Astral 0.35 REC 1.23 HCL Technologies 3.06 ACC 1.07 HDFC AMC 1.91 Bharti Airtel 3.02 SBI Cards 0.75 Emmvee Photovoltaic Power 1.53 ONGC 1.7 Eicher Motors 1.15 Coal India 2.6 Pidilite Industries 1.66 LIC Housing Fin. 0.52 ICICI Bank 3.92 Bharat Electronics 3.91 Mphasis 0.43 Bajaj Finance 3.32 Ambuja Cements 0.91 Torrent Pharmaceuticals 1.55 Tata Consultancy 3.45 Tech Mahindra 0.76 Hindustan Unilever 2.51 ITC 5.91 Schaeffler India 0.5 Supreme Industries 0.36 NMDC 0.35 LTIMindtree 0.66

Debt & Others (11.06%) Sector Allocation Repo 11 Net Current Assets 0.07 Debt Credit Ratings Debt Category Others 11.06

Comparison with same funds

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -0.36% Ret 1Y 9.16% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -0.36% Ret 1Y 9.16% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -0.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -0.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 0.18% Ret 1Y 5.73% Ret 3Y 15.35% Ret 5Y 19.59%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.32%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dishant Mehta

Education Bachelors of Science (B.SC)

Experience Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 89

Date of Incorporation 2019-12-23

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.