Motilal Oswal Nifty 50 Index Fund

Motilal Oswal Nifty 50 Index Fund

Equity

Motilal Oswal Mutual Fund

Index Funds

Get the latest NAV of Motilal Oswal Nifty 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹20.95

▼-0.8%1D

NAV as on 23 Apr 2026

12.39%/per year

Since Inception

Absolute Gain%

▲▼

10242 people have invested ₹ 8Cr in Motilal Oswal Nifty 50 Index Fund in the last three months

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Nifty 50 Index Fund
7/18
786Cr
0.12%
0.34%
12.21%
-0.17
1.00
0.29
0.41
-5.23
Navi Nifty 50 Index Fund
1/18
3,573Cr
0.06%
0.36%
12.19%
-0.18
1.00
0.29
0.40
-4.64
SBI Nifty Index Fund
2/18
11,217Cr
0.19%
0.2%
12.11%
-0.25
1.00
0.29
0.40
-9.76
UTI Nifty 50 Index Fund
3/18
24,433Cr
0.2%
0.28%
12.15%
-0.22
1.00
0.29
0.40
-7.06
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: No bad points found for this fund.
No bad points found for this fund.

Motilal Oswal Nifty 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Nifty 50 Index Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Large cap
99.9%
Large Cap allocation has gone down from 99.9% to 99.9%
Large Cap allocation has gone down from 99.9% to 99.9%
Cash allocation has gone up from 0.1% to 0.1%
Cash allocation has gone up from 0.1% to 0.1%

Motilal Oswal Nifty 50 Index Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Financial Services
36.5%
Consumer Cyclical
11.7%
Energy
10.4%
Tech
9.9%
Industrial
7.1%
Consumer Defensive
6.8%
Basic Materials
6.3%
Communication
4.5%
Health
4.3%
Utilities
2.6%

Top 3 Sectors in March were Financial Services, Consumer Cyclical & Energy

Mar'26

Financial Services

35%

Energy

11%

Consumer Cyclical

11%

Feb'26

Financial Services

38%

Consumer Cyclical

11%

Energy

10%

Motilal Oswal Nifty 50 Index Fund Holdings Details

as on (31-Mar-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
10.92%
3.4%
Reliance Industries Ltd
8.86%
3.4%
ICICI Bank Ltd
8.41%
3.4%
Bharti Airtel Ltd
5.34%
13.8%
Infosys Ltd
4.28%
3.4%
See all
Top Stocks bought last month
Bharti Airtel Ltd's allocation increased from 4.56% to 5.34%
Bharti Airtel Ltd's allocation increased from 4.56% to 5.34%
Reliance Industries Ltd's allocation increased from 8.19% to 8.86%
Reliance Industries Ltd's allocation increased from 8.19% to 8.86%
Infosys Ltd's allocation increased from 3.96% to 4.28%
Infosys Ltd's allocation increased from 3.96% to 4.28%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 11.82 % to 10.92 %
HDFC Bank Ltd's allocation decreased from 11.82 % to 10.92 %
ICICI Bank Ltd's allocation decreased from 8.57 % to 8.41 %
ICICI Bank Ltd's allocation decreased from 8.57 % to 8.41 %
Larsen & Toubro Ltd's allocation decreased from 4.37 % to 4.01 %
Larsen & Toubro Ltd's allocation decreased from 4.37 % to 4.01 %

Motilal Oswal Nifty 50 Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.12%
Benchmark
Nifty 50 TR INR
AUM₹786 Cr
Inception Date23 December, 2019
Min Lumpsum/SIP₹500/₹500
Exit Load0%
Lock InNo Lock-in
TurnOver
14.01%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Nifty 50 Index Fund

Motilal Oswal Nifty 50 Index Fund is an equity fund. This fund was started on 23 December, 2019. The fund is managed by Rakesh Shetty, Dishant Mehta, Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Nifty 50 Index Fund has ₹786 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 0.1.

Returns

Motilal Oswal Nifty 50 Index Fund has given a CAGR return of 12.39% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.34%, 12.21% and 12.06% respectively.

Holdings

Motilal Oswal Nifty 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Consumer Cyclical, Tech, Industrial, Basic Materials, Consumer Defensive, Communication, Health, Utilities. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Infosys Ltd

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Motilal Oswal Nifty 50 Index Fund

The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Nifty 50 Index Fund has no lock in period.

Fund Manager

Rakesh Shetty

Fund Manager of Motilal Oswal Nifty 50 Index Fund, since 20 December 2024

Dishant Mehta

Fund Manager of Motilal Oswal Nifty 50 Index Fund, since 15 October 2024

Swapnil Mayekar

Fund Manager of Motilal Oswal Nifty 50 Index Fund, since 23 December 2019

Learn more about Motilal Oswal Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 785.7 Cr
₹ 852.6 Cr
₹ 847.2 Cr
  • AUM of the fund stands at 785.7 Cr as of Mar'26
  • AUM decreased by 66.9 Cr between Mar'26 and Feb'26

Frequently Asked Questions for Motilal Oswal Nifty 50 Index Fund

How do I invest in Motilal Oswal Nifty 50 Index Fund?

INDmoney makes it simple to invest in the Motilal Oswal Nifty 50 Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Nifty 50 Index Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal Nifty 50 Index Fund?

The NAV of the fund today is ₹20.95. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Nifty 50 Index Fund fund has generated a return of 0.34% in 1 year, 12.21% in 3 years, 12.06% in 5 years.

Who is the fund manager of Motilal Oswal Nifty 50 Index Fund?

The fund managers are Rakesh Shetty, Dishant Mehta, Swapnil Mayekar.

What is the expense ratio of the fund?

The expense ratio is 0.12%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹786 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Nifty 50 Index Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(10.92%), Reliance Industries Ltd(8.86%), ICICI Bank Ltd(8.41%)