74
Index — Large CapBuy
Motilal Oswal Nifty Next 50 Index
Motilal Oswal · Direct–Growth · rank #8 of 82 by Smart Score
Data updated
Trailing returns
1 Year
9.1%
+11.6% vs index
3 Years
17.8%
+9.8% vs index
5 Years
11.9%
+4.3% vs index
Since launch
15.6%
Year-by-year performance
2021
+30.0%+4.7% vs index
2022
+0.5%-4.9% vs index
2023
+27.0%+5.9% vs index
2024
+27.9%+18.1% vs index
2025
+2.6%-9.1% vs index
2026
+5.6%+13.4% vs index
Why this score
Motilal Oswal Nifty Next 50 Index scores 74/100 — #8 of 82 Index — Large Cap fund (Buy). It stands out for 5y return and 3y return — beating 90% of peers on 5y return. The main drag is its volatility (better than only 11% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
5Y return11.94% · 90th percentile in category
3Y return17.80% · 89th percentile in category
Sharpe ratio0.62 · 94th percentile in category
Volatility18.40 · 11th percentile in category
Sortino ratio0.83 · 93rd percentile in category
Alpha8.28 · 87th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.03%
2.TVS Motor Company Ltd3.99%
3.Tata Motors Ltd3.59%
4.Hindustan Aeronautics Ltd3.47%
5.Adani Power Ltd3.45%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.