Motilal Oswal Nifty Next 50 Index Fund – Dir Growth

Other · Index
 · 
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.35 %
Expense Ratio
Rating
199
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 56% 19.3% - 18.6%
Category Average 56.7% 21.1% 16.9% -

Scheme Allocation

By Holding
By Sector
By Asset
4.82%
3.43%
Others
80.24%
View all Holdings
Holdings Sector Instrument Asset
Trent Retail Equity 4.82%
Bharat Electron Aerospace & Defence Equity 4.14%
Shriram Finance Finance Equity 3.82%
Tata Power Co. Power Generation & Distribution Equity 3.55%
I O C L Refineries Equity 3.43%
DLF Realty Equity 3.27%
Hind.Aeronautics Aerospace & Defence Equity 3.25%
TVS Motor Co. Automobile Equity 2.81%
Bank of Baroda Banks Equity 2.79%
GAIL (India) Gas Distribution Equity 2.77%
Godrej Consumer FMCG Equity 2.68%
Interglobe Aviat Air Transport Service Equity 2.54%
Ambuja Cements Cement Equity 2.51%
Cholaman.Inv.&Fn Finance Equity 2.47%
ICICI Lombard Insurance Equity 2.47%
Pidilite Inds. Chemicals Equity 2.35%
Siemens Capital Goods - Electrical Equipment Equity 2.35%
Info Edg.(India) E-Commerce/App based Aggregator Equity 2.3%
Havells India Consumer Durables Equity 2.16%
Canara Bank Banks Equity 2.14%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.06%
Punjab Natl.Bank Banks Equity 2.04%
Vedanta Mining & Mineral products Equity 2.02%
SRF Chemicals Equity 1.96%
Shree Cement Cement Equity 1.92%
United Spirits Alcoholic Beverages Equity 1.91%
Colgate-Palmoliv FMCG Equity 1.9%
Dabur India FMCG Equity 1.77%
P I Industries Agro Chemicals Equity 1.66%
A B B Capital Goods - Electrical Equipment Equity 1.62%
Adani Green Power Generation & Distribution Equity 1.62%
Jindal Steel Steel Equity 1.61%
Samvardh. Mothe. Auto Ancillaries Equity 1.59%
I R C T C Railways Equity 1.59%
Varun Beverages FMCG Equity 1.59%
Marico Edible Oil Equity 1.52%
Avenue Super. Retail Equity 1.37%
Torrent Pharma. Pharmaceuticals Equity 1.37%
Bosch Auto Ancillaries Equity 1.37%
Zydus Lifesci. Pharmaceuticals Equity 1.34%
SBI Cards Finance Equity 1.2%
ICICI Pru Life Insurance Equity 1.17%
Berger Paints Paints/Varnish Equity 0.96%
Bajaj Holdings Finance Equity 0.93%
Muthoot Finance Finance Equity 0.8%
Adani Energy Sol Power Generation & Distribution Equity 0.75%
Adani Total Gas Gas Distribution Equity 0.66%
Life Insurance Insurance Equity 0.61%
P & G Hygiene FMCG Equity 0.34%
Adani Wilmar Edible Oil Equity 0.14%
Retailing
10.56%
Finance
9.22%
Aerospace & Defense
7.4%
Banks
6.96%
Personal Products
6.7%
Others
59.16%
View all Sectors
Sectors Asset
Retailing 10.56%
Finance 9.22%
Aerospace & Defense 7.4%
Banks 6.96%
Personal Products 6.7%
Power 5.92%
Cement & Cement Products 4.43%
Chemicals & Petrochemical 4.31%
Insurance 4.24%
Electrical Equipments 3.97%
Beverages 3.5%
Gas 3.43%
Petroleum Products 3.43%
Realty 3.27%
Consumer Durables 3.12%
Auto Components 2.97%
Automobiles 2.81%
Pharmaceuticals & Biotech 2.72%
Transport Services 2.54%
Diversified Metals 2.02%
Fertilisers & Agrochemica 1.66%
Agricultural Food & other 1.66%
Ferrous Metals 1.61%
Leisure Services 1.59%
Cash & Others -0.03%
Equity
100.03%
Net Curr Ass/Net Receivables
-0.03%
Others
0%

Advance Ratio

-0.4
Alpha
4.87
SD
1
Beta
0.79
Sharpe

Exit Load

Exit Load Nil

Fund 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 Managers

Swapnil Mayekar

Mr. Mayekar earned an M.Com from Mumbai University and an Advanced Diploma in Business Administration from Welingkar in Mumbai. From August 2005 until February 2010, he worked for Business Standard Limited before joining Motilal Oswal AMC. He manages IDFC with an AUM of INR 5038 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Frequently Asked Questions

How to invest in Motilal Oswal Nifty Next 50 Index Fund – Dir Growth ?

You can invest in Motilal Oswal Nifty Next 50 Index Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Nifty Next 50 Index Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth ?

The NAV of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth is ₹20.7 as of 18 March 2024.

How to redeem Motilal Oswal Nifty Next 50 Index Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth?

The minimum SIP amount of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth is ₹500

What are the top sectors Motilal Oswal Nifty Next 50 Index Fund – Dir Growth has invested in?

The top sectors Motilal Oswal Nifty Next 50 Index Fund – Dir Growth has invested in are
  1. Retailing - 10.56%
  2. Finance - 9.22%
  3. Aerospace & Defense - 7.4%
  4. Banks - 6.96%
  5. Personal Products - 6.7%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Nifty Next 50 Index Fund – Dir Growth generated ?

The Motilal Oswal Nifty Next 50 Index Fund – Dir Growth has delivered 18.6% since inception

What is the expense ratio of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth ?

The expense ratio of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth is 0.35 % as of 18 March 2024.

What is the AUM of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth?

The AUM of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth is ₹35,484 Cr as of 18 March 2024

What are the top stock holdings of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth?

The top stock holdings of Motilal Oswal Nifty Next 50 Index Fund – Dir Growth are
  1. Trent - 4.82%
  2. Bharat Electron - 4.14%
  3. Shriram Finance - 3.82%
  4. Tata Power Co. - 3.55%
  5. I O C L - 3.43%

How can I redeem my investments in Motilal Oswal Nifty Next 50 Index Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Nifty Next 50 Index Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now