Motilal Oswal Nifty Next 50 Index Fund Regular - Growth

Fund Details

NAV 23.6212

Sub-Type Large Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 6.15

Fund Size(in Crores) 400.68

Fund Performance

1 Month 0.4%

3 Month -1.64%

6 Month 3.03%

1 Year 12.67%

3 Year 21.34%

5 Year 14.39%

Know This Fund

As on 16 Feb 2026

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

Equity (100.23%) Market Cap Small Cap 0.04 Large Cap 77.2 Mid Cap 22.99 Top Sectors Financial 17.47 Energy 15.25 Capital Goods 12.71 Consumer Staples 9.75 Automobile 8.86 Metals & Mining 8.19 Services 7.17 Healthcare 6.21 Chemicals 3.42 Construction 3.01 Materials 2.97 Insurance 2.75 Technology 2.45 Top Holding Vedanta 5.12 REC 2.01 Bajaj Holdings & Invest. 2.07 Siemens Energy India 0.97 Zydus Lifesciences 0.98 TVS Motor Company 3.82 Solar Industries India 1.45 ABB India 1.29 Avenue Supermarts 2.4 Adani Energy Solutions 1.37 Life Insurance 0.81 Indian Oil Corporation 2.7 Power Fin. Corp. 2.44 Godrej Consumer 2.05 Samvardhana Motherson 2.22 Bajaj Housing Finance 0.38 Hyundai Motor 1.39 Tata Power Company 2.72 Mazagon Dock Shipbuilders 0.86 Britannia Industries 3.06 Cholamandalam Investment and Finance Company 3.05 Info Edge (India) 2.15 Bharat Petroleum Corporation 3.13 Hindustan Aero 3.88 Pidilite Industries 1.97 Adani Green Energy 1.16 GAIL (India) 2 TVS Motor Company - Pref. Shares 0.04 Torrent Pharmaceuticals 1.83 CG Power 1.77 JSW Energy 1.09 Lodha Developers 1.21 ICICI Lombard Gen. Insurance 1.94 Bank of Baroda 2.46 Shree Cement 1.59 Punjab National Bank 1.91 Bosch 1.4 Varun Beverages 2.85 Siemens 1.21 Canara Bank 2.2 Havells India 1.43 Hindustan Zinc 1.21 United Spirits 1.78 Adani Power 2.36 Ambuja Cements 1.38 Divi's Laboratories 3.4 LTIMindtree 2.45 DLF 1.8 Jindal Steel 1.87 Indian Railway Finance Corporation 0.95 The Indian Hotels Company 2.62

Debt & Others (-0.23%) Sector Allocation Reverse Repo/CBLO 0.14 Net Payables -0.37 Debt Credit Ratings Debt Category Others -0.23

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M 0.42% Ret 1Y 12.78% Ret 3Y 21.14% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 12.78% Ret 3Y 21.14% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.04%

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) 49

Date of Incorporation 2019-12-23

Total AUM 2026-01-31

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.