Should I invest in Motilal Oswal Nifty Next 50 Index Fund?

We don't give personal investment advice. Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.6%. 5-year CAGR: 12.36%.

Motilal Oswal

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Latest NAV

₹23.9759

As of

3 Jun 2026

1,587 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.27%	+0.28%	0.00	104 / 291	Q2
1W	-1.18%	-0.98%	-0.20	145 / 291	Q2
2W	+1.62%	+0.23%	+1.39	27 / 291	Q1
1M	-0.28%	-0.27%	-0.01	178 / 289	Q3
3M	+2.12%	+0.47%	+1.65	77 / 281	Q2
6M	+1.24%	-1.88%	+3.12	121 / 273	Q2
YTD	+0.57%	-2.01%	+2.58	139 / 275	Q3
1Y	+4.56%	+1.49%	+3.08	95 / 254	Q2
2Y	-0.52%	+3.75%	-4.27	131 / 159	Q4
3Y	+18.00%	+10.70%	+7.30	24 / 126	Q1
4Y	+16.08%	+12.13%	+3.95	16 / 53	Q2
5Y	+12.36%	+11.33%	+1.03	12 / 25	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.70%	+5.52%	+9.18	31 / 291	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.57%	-2.06%	+2.63	137 / 273
2025	+1.46%	+5.14%	-3.68	161 / 211
2024	+26.87%	+13.66%	+13.21	11 / 136
2023	+26.08%	+20.09%	+5.99	31 / 94
2022	-0.14%	+1.07%	-1.21	25 / 31
2021	+28.09%	+28.77%	-0.68	6 / 12
2020	+13.80%	+15.26%	-1.46	9 / 9
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.49%

67 windows

min -11.1% · max 67.0%

75% positive

3-Year rolling

+17.86%

43 windows

min 9.7% · max 23.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+17.44%

18 windows

min 12.2% · max 21.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.12%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.04

Downside-only deviation

Max drawdown

-26.61%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Nippon India	₹24.9858	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹18.9800	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹9.9885	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹24.3221	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹15.8655	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹29.7335	3 Jun 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.5839	3 Jun 2026
UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	UTI	₹10.5706	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹23.9759
2 Jun 2026	₹24.0657
1 Jun 2026	₹23.9998
29 May 2026	₹24.3971
27 May 2026	₹24.7013
26 May 2026	₹24.3542
25 May 2026	₹24.3103
22 May 2026	₹23.9524
21 May 2026	₹23.8577
20 May 2026	₹23.8087

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth is ₹23.9759. It's a Index Fund from Motilal Oswal, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth has NAV history starting from 26 Dec 2019, a track record of about 6 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth has delivered a absolute return of 4.56% — +3.08 pp ahead of the Index Fund category average of 1.49%. The fund ranks #95 of 254 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth has delivered a CAGR of 18.00% — +7.3 pp ahead of the Index Fund category average of 10.70%. The fund ranks #24 of 126 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth has delivered a CAGR of 12.36% — +1.03 pp ahead of the Index Fund category average of 11.33%. The fund ranks #12 of 25 in its category — the second (Q2) quartile.

₹1 lakh invested in Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth exactly 5 years ago would be worth approximately ₹179,112 today — a multiplier of 1.79×, based on the 5-year CAGR of 12.36%. The category average over the same window would have grown ₹1 lakh to ₹171,030.

A ₹10,000 monthly SIP in Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹823,655 today. That's an XIRR (money-weighted annualised return) of 12.62%.

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹823,655 — XIRR 12.62%.

On a 5-year basis, Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth ranks #12 out of 25 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.33%; this fund delivered 12.36%.

The worst peak-to-trough decline Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth has experienced over the last 5-year window is 26.61% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth averaged 17.44% (best 21.61%, worst 12.23%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.39 — weak risk-adjusted performance.

In calendar year 2025, Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth returned 1.46% — lagging the Index Fund category average of 5.14% by 3.68 pp. It ranked #161 of 211 in its category that year.

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.6%. 5-year CAGR: 12.36%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.