Motilal Oswal Nifty Next 50 Index Fund
Direct · Growth ₹24.36
30 Oct 2026
NAV
18.8%
3Y CAGR
17.4%
5Y CAGR
18.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.78
Sharpe
-35.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.32%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.71 L | 21.9% | -31.8% | 91.4% |
| 3 Years | ₹36.00 L | ₹45.19 L | 17.4% | 0.6% | 39.7% |
| 5 Years | ₹60.00 L | ₹88.46 L | 16.3% | 8.5% | 26.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.9% | 14.3% | 5.6% | +7.6% |
| 3 Years | 17.4% | 11.0% | 11.9% | +6.4% |
| 5 Years | 16.3% | 10.4% | 14.0% | +5.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.7% | 10.4% | -12.3% | 84.8% | 0.58 | 2.52 | 79% | — | — |
| 3 Years | 18.8% | 18.8% | 9.5% | 26.5% | 4.15 | — | 100% | — | — |
| 5 Years | 17.4% | 16.8% | 9.6% | 27.7% | 2.78 | — | 100% | — | — |
-35.6%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-7.4%
Avg Drawdown
Calmar Ratio by Duration
0.58
1Y
0.53
3Y
0.49
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.90 | 1.08 | 112.7% | 97.3% | -2.5% | -12.0% |
| 3 Years | +10.17 | 1.14 | 114.8% | 103.1% | 16.4% | 6.2% |
| 5 Years | +5.43 | 1.06 | 104.7% | 97.6% | 10.7% | 5.3% |
| 7 Years | +4.55 | 0.90 | 94.2% | 88.9% | 13.6% | 9.4% |
| 10 Years | +2.88 | 0.90 | 94.2% | 88.9% | 9.4% | 6.5% |
| 12 Years | +2.25 | 0.90 | 94.2% | 88.9% | 7.7% | 5.4% |
| 15 Years | +1.64 | 0.90 | 94.2% | 88.9% | 6.1% | 4.3% |
50
Total Holdings
33.8%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Vedanta Limited | 5.20% |
| 2 | Tata Motors Ltd | 3.85% |
| 3 | TVS Motor Company Limited | 3.69% |
| 4 | Divi's Laboratories Limited | 3.53% |
| 5 | Hindustan Aeronautics Limited | 3.09% |
| 6 | Britannia Industries Limited | 2.98% |
| 7 | Tata Power Company Limited | 2.96% |
| 8 | Adani Power Limited | 2.91% |
| 9 | Cummins India Limited | 2.84% |
| 10 | Avenue Supermarts Limited | 2.72% |