July 5, 2025
mayank
Motilal Oswal Nifty Alpha 50 ETF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Motilal Oswal Nifty Alpha 50 ETF Open Date, Close Date?
NFO opens on July 07, 2025
NFO will close on July 07, 2025
Investment Strategy for this NFO?
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by Nifty Alpha 50 Index, subject to tracking error.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 07 July 2025 |
| Issue Close | 07 July 2025 |
| Type | Open-ended |
| Category | Equity: Flexi Cap |
| Min. Investment(Rs) | 500 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Nifty Alpha 50 TRI |
About Benchmark Index for this NFO?
Nifty Alpha 50 Index aims to measure the performance of securities listed on NSE with high alphas. It is a well-diversified 50 stock index. In order to make the 50 stock index investible and replicable, criteria’s such as liquidity and market capitalization are applied while selection of securities.
Weights of securities in the index are assigned based on the alpha values i.e. security with highest alpha in the index gets highest weight.
Nifty Alpha 50 Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty Alpha 50 Total Returns Index.
Portfolio Characteristics
| Methodology | Alpha based weighting |
| No. of Constituents | 50 |
| Launch Date | November 19, 2012 |
| Base Date | December 31, 2003 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Quarterly |
Fund Managers of Motilal Oswal Nifty Alpha 50 ETF
1) Swapnil P Mayekar
Education: Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience: Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
3) Dishant Mehta
Education: Bachelors of Science (B.SC)
Experience: Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
AMC
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Motilal Oswal Nifty Alpha 50 ETF @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of Nifty Alpha 50 TRI
Performance
| Index Returns (%) # |
QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 17.16 | -4.25 | -4.29 | 31.51 | 20.36 |
| Total Return | 17.26 | -3.95 | -3.69 | 32.42 | 21.46 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 25.03 | 21.53 | 25.06 |
| Beta (NIFTY 50) | 1.29 | 1.05 | 0.97 |
| Correlation (NIFTY 50) | 0.70 | 0.71 | 0.83 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 51.51 | 8.82 | 0.28 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| BSE Ltd. | 5.70 |
| PG Electroplast Ltd. | 5.55 |
| One 97 Communications Ltd. | 4.82 |
| Reliance Power Ltd. | 4.62 |
| Mazagoan Dock Shipbuilders Ltd | 3.89 |
| Firstsource Solutions Ltd. | 3.40 |
| Coromandel International Ltd. | 2.94 |
| Bharti Hexacom Ltd. | 2.93 |
| Multi Commodity Exchange of India Ltd. | 2.87 |
| Hitachi Energy India Ltd. | 2.83 |
Note on Benchmark Performance:
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[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Swapnil P Mayekar
| Fund | Motilal Oswal Nifty 50 ETF | It’s Benchmark | Motilal Oswal Nifty Midcap 100 ETF | It’s Benchmark |
| 1 Year | 5.96 | 5.02 | 5.91 | 2.03 |
| 3 Year | 18.40 | 19.87 | 31.17 | 29.23 |
| 5 Year | 20.43 | 21.63 | 32.22 | 31.18 |
| 7 Year | 14.23 | 14.93 | 19.11 | 19.56 |
| 10 Year | 12.44 | 13.49 | 16.57 | 18.08 |
As on 05-7-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | 1.40 | 3.44 | 0.80 | 3.30 |
| 3 Year | 19.52 | 20.44 | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 05-7-2025
Past Performance of Dishant Mehta
| Fund | Motilal Oswal BSE Healthcare ETF | It’s Benchmark | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark |
| 1 Year | 18.93 | 19.29 | 1.40 | 3.44 |
| 3 Year | — | — | 19.52 | 20.44 |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 05-7-2025
Note on Fund Managers’ performance
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[ C ] Our NFO Review
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Motilal Oswal Nifty Alpha 50 ETF NFO?
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