FundLens
60
Index — Large CapHold

Motilal Oswal Nifty 50 Index

Motilal Oswal · Direct–Growth · rank #22 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.4%
+0.1% vs index
3 Years
8.0%
+0.0% vs index
5 Years
7.7%
+0.0% vs index
Since launch
11.8%

Year-by-year performance

last entry = YTD
2021
+24.9%
2022
+5.5%
2023
+21.1%
2024
+9.8%
2025
+11.7%
2026
-7.8%

Why this score

Motilal Oswal Nifty 50 Index scores 60/100 — #22 of 82 Index — Large Cap fund (Hold). It stands out for expense ratio and volatility — beating 91% of peers on expense ratio. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Expense ratio0.19% · 91st percentile in category
Volatility13.19 · 65th percentile in category
5Y return7.71% · 57th percentile in category
Fund size904.23 Cr · 66th percentile in category
Sharpe ratio0.12 · 59th percentile in category
Sortino ratio0.16 · 56th percentile in category

Top holdings

top 5 = 36.8% of portfolio
1.HDFC Bank Ltd10.23%
2.ICICI Bank Ltd9.18%
3.Reliance Industries Ltd7.89%
4.Bharti Airtel Ltd5.36%
5.Larsen & Toubro Ltd4.12%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds