Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 59.74 | 20.7 | N/A | N/A |
Average Rolling Returns(%) | 22.01 | 18.00 | N/A | N/A |
The Current NAV of Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth is ₹21.36.
It is better to invest in a fund with a longer track record as Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY NEXT 50 - TRI returns, as Funds portfolio is significantly different.
Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.03%
The process for redemption is
The AUM of Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth is currently ₹208 Crores.
The Top three stocks are Trent, Bharat Electronics and Tata Power and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Nifty Next 50 it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth Fund is Index Funds - Nifty Next 50.
Swapnil P Mayekar manages the Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth Fund.
Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth current PE ratio is 59.77 and PB ratio is 10.13
The asset allocation of Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth is Stocks : 99.41%, Debt : 0.60% and Gold : 0%
The minimum SIP amount for Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Nifty Next 50 Index Fund - Regular Plan - Growth is Nil