Reliabull Wealth Managers Pvt. Ltd.

Motilal Oswal Nifty Next 50 Index Fund-Reg(G)

As on Apr-25-2024 change fund

21.95

0.15 (0.67%)

fund objective

The Scheme seeks investment return that corresponds (before fees and expenses) generally to theperformance of the Nifty Next 50 Index (Underlying Index), subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	7.48	11.89	14.25	13.09	20.91
Net Assets(Rs Crores) (as on 31-Mar-2024)	21.84	60.18	112.71	118.55	208.06
Scheme Returns(%)(Absolute)	-25.19	62.34	18.07	-9.56	59.40
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	14/33	34/41	24/71	78/87	26/120

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2023-2024	15.64	2.86	18.31	13.54
2022-2023	-11.18	16.13	-0.63	-10.39
2021-2022	12.22	9.92	-0.29	-2.57
2020-2021	21.37	3.93	20.03	4.97
2019-2020	NA	NA	NA	-24.88

Top 10 holdings

company	(%)
Trent Ltd.	4.77
Bharat Electronics Ltd.	3.95
Tata Power Company Ltd.	3.66
Hindustan Aeronautics Ltd.	3.41
Indian Oil Corporation Ltd.	3.37
DLF Ltd.	3.16
Power Finance Corporation Ltd.	3.10
REC Ltd.	3.06
Interglobe Aviation Ltd.	2.78
TVS Motor Company Ltd.	2.74

Top 10 sectors

sectors	(%)
Bank - Public	6.86
Finance Term Lending	6.58
Electric Equipment	6.55
Household & Personal Products	6.25
Finance - NBFC	6.14
Power Generation/Distribution	6.03
Retailing	5.86
Chemicals	4.56
Insurance	4.04
Engineering - Industrial Equipments	3.95

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Motilal Oswal Nifty Next 50 Index Fund-Reg(G)	Large-Growth	23-Dec-2019	208.06	63.74	22.48	NA	NA	19.85
DSP NIFTY Next 50 Index Fund-Reg(G)	Large-Growth	21-Feb-2019	468.29	64.45	23.12	17.94	NA	18.95
Kotak Nifty Next 50 Index Fund-Reg(G)	Large-Growth	10-Mar-2021	171.95	63.85	22.96	NA	NA	20.89
ICICI Pru Nifty Next 50 Index Fund(G)	Large-Growth	25-Jun-2010	4,443.55	64.36	22.88	17.78	16.38	13.25
UTI Nifty Next 50 Index Fund-Reg(G)	Large-Growth	28-Jun-2018	3,528.82	64.17	22.83	17.99	NA	15.05
LIC MF Nifty Next 50 Index Fund(G)	Large-Growth	20-Sep-2010	73.87	63.52	22.73	17.58	15.90	12.10
HSBC Nifty Next 50 Index Fund-Reg(G)	Large-Growth	15-Apr-2020	100.29	63.92	22.59	NA	NA	28.31
SBI Nifty Next 50 Index Fund-Reg(G)	Large-Growth	19-May-2021	745.44	64.08	NA	NA	NA	20.30
HDFC NIFTY Next 50 Index Fund-Reg(G)	Large-Growth	03-Nov-2021	529.68	64.08	NA	NA	NA	17.10
Axis Nifty Next 50 Index Fund-Reg(G)	Large-Growth	28-Jan-2022	135.86	63.85	NA	NA	NA	21.29
Aditya Birla SL Nifty Next 50 Index Fund-Reg(G)	Large-Growth	18-Feb-2022	81.62	63.70	NA	NA	NA	22.19
Navi Nifty Next 50 Index Fund-Reg(G)	Large-Growth	19-Jan-2022	247.00	63.64	NA	NA	NA	18.96
Edelweiss Nifty Next 50 Index Fund-Reg(G)	Large-Growth	30-Nov-2022	25.87	63.49	NA	NA	NA	30.43

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