FundLens
61
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
-10.1%
+0.1% vs index
3 Years
6.3%
+0.0% vs index
5 Years
5.5%
+0.0% vs index
Since launch
10.9%

Year-by-year performance

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

Why this score

Motilal Oswal Nifty 50 Index scores 61/100 — #22 of 82 Index — Large Cap fund (Hold). It stands out for expense ratio and sharpe ratio — 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
5Y return5.49% · 59th percentile in category
Sharpe ratio-0.01 · 63rd percentile in category
Volatility13.41 · 65th percentile in category
Fund size845.07 Cr · 66th percentile in category
Sortino ratio-0.02 · 60th percentile in category

Top holdings

top 5 = 36.4% of portfolio
1.HDFC Bank Ltd10.39%
2.ICICI Bank Ltd9.06%
3.Reliance Industries Ltd7.59%
4.Bharti Airtel Ltd5.11%
5.Larsen & Toubro Ltd4.21%

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

Other Index — Large Cap funds