Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Scheme code: INF247L01AC1 NAV value: ₹ 22.7731 NAV date: 19 March, 2026 TER: 0.32%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-12.27	84.77	13.88	22.39	9.23
3 year	9.52	26.48	18.79	18.79	15.72
5 year	13.61	27.73	19.82	19.48	15.28

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	22.39
3 year	6.28	30.95	15.04	18.79
5 year	8.38	26.02	14.22	19.48
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	22.39
3 year	6.56	19.64	13.57	18.79
5 year	9.22	12.29	10.75	19.48

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	22.39
3 year	7.68	21.49	15.06	18.79
5 year	10.37	13.5	11.93	19.48

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	22.39
3 year	8.04	32.03	17.81	18.79
5 year	8.18	28.64	15.34	19.48
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,99,727 - Absolute Returns: ₹99,727 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,62,502 - Absolute Returns: ₹10,62,502 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,68,611 - Absolute Returns: ₹31,68,611 - CAGR: %

Max Drawdown

-35.56 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-7.29 %

1 Y

0.6296

3 Y

0.5284

5 Y

0.5478

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.27	1.07	111.7	104.6	9.09 %	4.00 %
3 years	8.28	1.14	113.5	102.9	20.22 %	11.28 %
5 years	4.06	1.04	101.2	95.6	13.61 %	9.44 %
7 years	3.33	0.89	93.1	88.7	12.67 %	9.70 %
10 years	2.04	0.89	93.1	88.7	8.71 %	6.69 %
12 years	1.55	0.89	93.1	88.7	7.21 %	5.55 %
15 years	1.07	0.89	93.1	88.7	5.72 %	4.41 %