Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Open Ended Schemes(Other Scheme - Index Funds)Very High RiskISIN INF247L01AD9

NAV · 06-Jul-2026

₹24.9306

+3.39%

+2.50%

1Y (CAGR)

+5.57%

3Y (CAGR)

+17.89%

5Y (CAGR)

+13.16%

Since inception (CAGR)

+15.03%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

18.47%

Downside dev (3y)

15.60%

Max drawdown (3y)

-26.6%

Sharpe (3y)

0.62

SIP XIRR (3y)

+9.60%

SIP XIRR (5y)

+13.38%

Calendar-year returns

2020 +13.8%2021 +29.1%2022 -0.1%2023 +26.1%2024 +27.0%2025 +1.9%

Fund facts

Fund managerSwapnil Mayekar · Rakesh Shetty · Dishant Mehta

AUM₹4,682 Cr

TER · AMFI officialDirect 0.32% · Regular 1.06% (2026-06-30)

Launch date03-Dec-2019

Plan typeOpen Ended · Others

Min lumpsumRs. 500/- and in multiples of Re. 1/- thereafter.

Lock-inNone

Volatility19.31

AMCMotilal Oswal Asset Management Company Limited

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.

scheme documents ↗