Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

A message from the fund manager/concerned person can go here.

Why Invest in this fund?

Investment Horizon

Long term

For Whom

Investors looking to invest in the next 50 largest companies after Nifty 50

Allocations

Invests upto 100% in stocks comprising Nifty Next 50 Index in proportion of their index weights

Number of Stocks

50 companies

Overview

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error.

However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

 

Portfolio Turnover Ratio
0.4
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
23-12-2019
Benchmark
Nifty Next 50 Index TRI

Performance

Lumpsum
Investment of
for
Yearly

would have become 10000.00

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 31-8-2022

Scheme Details

Entry Load

Nil

Exit Load

For subscription from 7th August, 2020: 1%- If redeemed on or before 15 days from the date of allotment.Nil- If redeemed after 15 days from the date of allotment.For subscription before 7th August, 2020:1%- If redeemed on or before 3 months from the date of al...

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Type of Scheme
An open ended scheme replicating / tracking Nifty Next 50 Index
Methodology

Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the...

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Product Labeling

  • This product is suitable for investors who are seeking*
  • Return that corresponds to the performance of Nifty Next 50 Index subject to tracking error
  • Equity and equity related securities covered by Nifty Next 50 Index
  • Long term capital growth 

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

  • Scheme Riskometer
    Investors understand that their principal will be at Very High risk
  • Benchmark Riskometer
    Nifty Next 50 Index TRI
    Investors understand that their principal will be at Very High risk

Fund Manager

Swapnil Mayekar

For Equity Component

Swapnil has over 12 years of experience in the fund management and product development.Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.Business Standard, Research Associate from August 2005 to February 2010.

Other funds managed by him

  • Motilal Oswal Nifty Bank Index Fund
  • Motilal Oswal Nifty 50 ETF
  • Motilal Oswal Nifty Midcap 100 ETF
  • Motilal Oswal Nifty Midcap 150 Index Fund
  • Motilal Oswal Nasdaq 100 Fund of Fund
  • Motilal Oswal Nifty 50 Index Fund
  • Motilal Oswal Nifty 500 Index Fund
  • Motilal Oswal Nifty Smallcap 250 Index Fund
  • Motilal Oswal Nifty 200 Momentum 30 Index Fund
  • Motilal Oswal NIFTY 200 Momentum 30 ETF
  • Motilal Oswal S&P BSE Low Volatility Index Fund
  • Motilal Oswal S&P BSE Low Volatility ETF
  • Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund
  • Motilal Oswal S&P BSE Enhanced Value Index Fund
  • Motilal Oswal S&P BSE Quality Index Fund
  • Motilal Oswal S&P BSE Healthcare ETF
  • Motilal Oswal S&P BSE Quality ETF
  • Motilal Oswal S&P BSE Enhanced Value ETF

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