Motilal Oswal Nifty Next 50 Index Fund
Direct · Growth ₹26.08
06 Jul 2026
NAV
18.9%
3Y CAGR
18.2%
5Y CAGR
18.8%
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.
3.39
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.
NA
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 | ₹12.72 L | 22.5% | -31.8% | 91.4% |
| 3 Years | ₹36.00 L | ₹45.61 L | 18.1% | 2.0% | 39.7% |
| 5 Years | ₹60.00 L | ₹89.35 L | 16.8% | 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% | 14.5% | 9.2% | +8.1% |
| 3 Years | 18.1% | 11.2% | 12.9% | +6.9% |
| 5 Years | 16.8% | 10.4% | 14.1% | +6.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.3% | 11.1% | -12.3% | 84.8% | 0.60 | 2.62 | 79% | — | — |
| 3 Years | 18.9% | 18.8% | 9.5% | 26.5% | 4.12 | — | 100% | — | — |
| 5 Years | 18.2% | 17.9% | 12.3% | 27.7% | 3.39 | — | 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 | +12.96 | 1.12 | 114.9% | 99.0% | 10.5% | -1.6% |
| 3 Years | +10.76 | 1.16 | 117.1% | 104.7% | 18.1% | 7.3% |
| 5 Years | +4.61 | 1.07 | 103.9% | 98.0% | 13.7% | 8.9% |
| 7 Years | +4.94 | 0.90 | 94.6% | 88.8% | 14.9% | 10.3% |
| 10 Years | +3.13 | 0.90 | 94.6% | 88.8% | 10.2% | 7.1% |
| 12 Years | +2.46 | 0.90 | 94.6% | 88.8% | 8.4% | 5.9% |
| 15 Years | +1.81 | 0.90 | 94.6% | 88.8% | 6.7% | 4.7% |
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% |