Motilal Oswal Nifty Next 50 Index Fund Direct - Growth
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Large Cap, Principal at very high risk
1 Year Return 9.52% at 05 Feb 2026 11:18 AM
Fund Details
NAV 24.7963
Sub-Type Large Cap
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 6.12
Fund Size(in Crores) 399.73
Fund Performance
1 Month -1.6%
3 Month -1.25%
6 Month 3.68%
1 Year 9.52%
3 Year 22.15%
5 Year 15.74%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.12%) Market Cap Small Cap 0.04 Large Cap 79.91 Mid Cap 20.17 Top Sectors Financial 17.21 Energy 15.63 Capital Goods 12.7 Consumer Staples 9.94 Automobile 8.88 Services 7.45 Metals & Mining 7.28 Healthcare 6.24 Chemicals 3.28 Construction 3.2 Materials 3 Insurance 2.87 Technology 2.43 Top Holding Adani Green Energy 1.34 Varun Beverages 2.9 Life Insurance 0.82 Hindustan Zinc 1.15 Bharat Petroleum Corporation 3.22 TVS Motor Company 3.78 Tata Power Company 2.76 Bosch 1.35 LTIMindtree 2.43 Vedanta 4.43 Britannia Industries 3.07 GAIL (India) 2.01 Havells India 1.55 Siemens 1.17 The Indian Hotels Company 2.81 Solar Industries India 1.29 CG Power 1.92 Zydus Lifesciences 0.99 Adani Energy Solutions 1.54 Pidilite Industries 1.99 Jindal Steel 1.7 Bajaj Housing Finance 0.38 Siemens Energy India 0.98 ABB India 1.17 Godrej Consumer 2.13 DLF 1.91 Samvardhana Motherson 2.3 Bajaj Holdings & Invest. 2.12 Info Edge (India) 2.24 Hindustan Aero 3.6 ICICI Lombard Gen. Insurance 2.05 Cholamandalam Investment and Finance Company 3.11 Mazagon Dock Shipbuilders 0.82 Punjab National Bank 1.84 Bank of Baroda 2.37 Divi's Laboratories 3.51 Power Fin. Corp. 2.24 TVS Motor Company - Pref. Shares 0.04 Torrent Pharmaceuticals 1.74 Adani Power 2.44 Canara Bank 2.26 Lodha Developers 1.29 JSW Energy 1.12 Avenue Supermarts 2.41 Hyundai Motor 1.42 Shree Cement 1.54 Ambuja Cements 1.47 REC 1.93 Indian Railway Finance Corporation 0.96 Indian Oil Corporation 2.69 United Spirits 1.84
Debt & Others (-0.10999999999999999%) Sector Allocation CBLO 0.07 Net Payables -0.18 Debt Credit Ratings Debt Category Others -0.12
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.65% Ret 1Y 8.8% Ret 3Y 21.09% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.65% Ret 1Y 8.8% Ret 3Y 21.09% Ret 5Y 0%
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
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.
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.
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
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) 30
Date of Incorporation 2019-12-23
Total AUM 2025-12-31
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.
Take Your Next Step
