75
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
-0.4%
+9.8% vs index
3 Years
15.7%
+9.4% vs index
5 Years
9.9%
+4.4% vs index
Since launch
14.3%
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
-0.5%+11.3% vs index
Why this score
Motilal Oswal Nifty Next 50 Index scores 75/100 — #8 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 91% of peers on 3y 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.
3Y return15.72% · 91st percentile in category
5Y return9.86% · 90th percentile in category
Sharpe ratio0.50 · 94th percentile in category
Volatility18.55 · 11th percentile in category
Sortino ratio0.67 · 94th percentile in category
Alpha8.20 · 90th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.84%
2.TVS Motor Company Ltd3.95%
3.Hindustan Aeronautics Ltd3.63%
4.Tata Motors Ltd3.61%
5.Adani Power Ltd3.48%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.