Motilal Oswal Nifty Next 50 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.92% | -6.20% | -6.61% | -5.30% | -2.47% | 15.34% | 10.29% | – | – |
NAV history
About this fund
Motilal Oswal Nifty Next 50 Index Fund is a passive index fund/ETF offered by Motilal Oswal Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹24.23, with assets under management of about ₹457 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Motilal Oswal Nifty Next 50 Index Fund has recorded a return of about -2.5%, with a three-year return of 15.3% and a five-year return of 10.3%. Its annualised volatility is 19.3% — relatively large fluctuations — and its Sharpe ratio is -0.47, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.27%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 20.73 | 10.51 | -13.04 | 84.77 | 80% | 48% |
| 3Y | 18.77 | 18.76 | 9.52 | 26.16 | 100% | 98% |
| 5Y | 17.44 | 16.96 | 9.61 | 27.73 | 100% | 93% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal S&P 500 Index Fund Other Scheme - Index Funds | -2.10 | 0.38 | 8.65 | 23.02 | 27.70 | 16.81 | – | 0.52 |
| Nippon India Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | -7.80 | -5.62 | 1.15 | -1.70 | 10.56 | 12.16 | – | 0.30 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Other Scheme - Index Funds | -4.09 | -0.54 | 13.38 | 13.83 | 19.07 | 13.98 | – | 0.43 |
| Nippon India Nifty 50 Value 20 Index Fund Other Scheme - Index Funds | -1.28 | -4.30 | -9.59 | -11.98 | 4.47 | 6.18 | – | 0.21 |
| Nippon India Nifty Midcap 150 Index Fund Other Scheme - Index Funds | -7.71 | -8.16 | -4.98 | -3.67 | 12.25 | 12.98 | – | 0.25 |
| Kotak Nifty Next 50 Index Fund Other Scheme - Index Funds | -6.20 | -6.59 | -5.26 | -2.33 | 15.40 | 10.44 | – | – |
| BANDHAN CRISIL IBX GILT JUNE 2027 INDEX FUND Other Scheme - Index Funds | 0.17 | 0.98 | 2.38 | 5.00 | 7.35 | 5.99 | – | 0.17 |
| BANDHAN CRISIL IBX GILT APRIL 2028 INDEX FUND Other Scheme - Index Funds | -0.07 | 0.66 | 2.00 | 4.67 | 7.40 | 6.08 | – | 0.17 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.44 | 3.53 | 10.40 | 10.00 | – | – | – | 2.00 |
| Motilal Oswal Consumption Fund Sectoral/Thematic - Consumption | -4.58 | 2.10 | 18.85 | – | – | – | – | 0.47 |
| Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Other Scheme - FoF Domestic | -6.64 | -6.62 | -3.43 | – | – | – | – | 0.09 |
| Motilal Oswal Financial Services Fund Sectoral/Thematic - Banking/Financial | -4.24 | -2.48 | 1.18 | – | – | – | – | 0.78 |
| Motilal Oswal Multi Factor Passive Fund of Funds Other Scheme - FoF Domestic | -5.50 | -7.81 | -8.63 | – | – | – | – | 0.05 |
| Motilal Oswal Contra Fund Equity Scheme - Contra Fund | -5.42 | -3.72 | – | – | – | – | – | 0.61 |
| Motilal Oswal Quality Fund Equity Scheme - Sectoral/Thematic | -3.19 | – | – | – | – | – | – | – |
| Motilal Oswal Nifty REITs & Realty Index Fund Index Funds - Equity Funds | – | – | – | – | – | – | – | – |