Motilal Oswal Nifty Next 50 Index Fund
Direct · Growth ₹26.73
18 Aug 2026
NAV
18.9%
3Y CAGR
18.1%
5Y CAGR
18.7%
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.
3.34
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 | ₹12.73 L | 22.5% | -31.8% | 91.4% |
| 3 Years | ₹36.00 L | ₹45.49 L | 18.0% | 2.0% | 39.7% |
| 5 Years | ₹60.00 L | ₹89.23 L | 16.7% | 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 | 22.5% | 14.4% | 9.4% | +8.1% |
| 3 Years | 18.0% | 11.1% | 12.3% | +6.9% |
| 5 Years | 16.7% | 10.4% | 14.1% | +6.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.2% | 11.5% | -12.3% | 84.8% | 0.60 | 2.61 | 79% | — | — |
| 3 Years | 18.9% | 18.9% | 9.5% | 26.5% | 4.15 | — | 100% | — | — |
| 5 Years | 18.1% | 17.4% | 12.3% | 27.7% | 3.34 | — | 100% | — | — |
-35.6%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-7.4%
Avg Drawdown
Calmar Ratio by Duration
0.60
1Y
0.53
3Y
0.51
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.73 | 1.10 | 114.0% | 95.2% | 10.9% | -2.9% |
| 3 Years | +12.01 | 1.15 | 118.0% | 104.1% | 19.9% | 7.8% |
| 5 Years | +5.87 | 1.07 | 105.1% | 97.7% | 13.8% | 7.8% |
| 7 Years | +5.23 | 0.90 | 94.6% | 88.5% | 15.0% | 10.2% |
| 10 Years | +3.33 | 0.90 | 94.6% | 88.5% | 10.3% | 7.0% |
| 12 Years | +2.63 | 0.90 | 94.6% | 88.5% | 8.5% | 5.8% |
| 15 Years | +1.94 | 0.90 | 94.6% | 88.5% | 6.8% | 4.6% |
50
Total Holdings
33.8%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Vedanta Ltd | 5.20% |
| 2 | Tata Motors Ltd | 3.85% |
| 3 | TVS Motor Company Ltd | 3.69% |
| 4 | Divis Laboratories Ltd | 3.53% |
| 5 | Hindustan Aeronautics Limited | 3.09% |
| 6 | Britannia Industries Ltd | 2.98% |
| 7 | Tata Power Co Ltd | 2.96% |
| 8 | Adani Power Ltd | 2.91% |
| 9 | Cummins India Ltd | 2.84% |
| 10 | Avenue Supermarts Limited | 2.72% |