May 14, 2025
mayank
Motilal Oswal Nifty Next 50 ETF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Nifty Next 50 ETF Open Date, Close Date?
NFO opens on May 14, 2025
NFO will close on May 14, 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 Next 50 Total Return Index, subject to tracking error.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 14 May 2025 |
| Issue Close | 14 May 2025 |
| Type | Open-ended |
| Category | Equity: Large Cap |
| Min. Investment(Rs) | 500 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | NIFTY Next 50 TRI |
About Benchmark Index for this NFO?
The Nifty Next 50 Index represents 50 companies from Nifty 100 after excluding the Nifty 50 companies.
Nifty Next 50 is computed using free float market capitalization method wherein the level of the index reflects total free float market value of all the stocks in the index relative to a particular base market capitalization value. Nifty Next 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 Next 50 Total Returns Index.
Portfolio Characteristics
| Methodology | Periodic Capped Free Float |
| No. of Constituents | 51 |
| Launch Date | December 24, 1996 |
| Base Date | November 04, 1996 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Motilal Oswal Nifty Next 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 Next 50 ETF @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of NIFTY Next 50 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 2.32 | -5.12 | -0.60 | 21.76 | 15.74 |
| Total Return | 2.33 | -4.92 | 0.14 | 22.71 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 22.48 | 17.87 | 25.67 |
| Beta (NIFTY 50) | 1.27 | 0.94 | 0.96 |
| Correlation (NIFTY 50) | 0.85 | 0.80 | 0.85 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 21.91 | 4.03 | 1.41 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| InterGlobe Aviation Ltd. | 4.56 |
| Hindustan Aeronautics Ltd. | 3.78 |
| Divi’s Laboratories Ltd. | 3.42 |
| Vedanta Ltd. | 3.15 |
| Varun Beverages Ltd. | 3.10 |
| Indian Hotels Co. Ltd. | 3.06 |
| Tata Power Co. Ltd. | 2.86 |
| Britannia Industries Ltd. | 2.84 |
| Cholamandalam Investment and Finance Company Ltd. | 2.78 |
| TVS Motor Company Ltd. | 2.78 |
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 | 12.29 | 11.42 | 12.17 | 10.13 |
| 3 Year | 17.15 | 18.34 | 27.63 | 26.49 |
| 5 Year | 22.46 | 23.57 | 33.98 | 33.06 |
| 7 Year | 13.57 | 14.13 | 16.74 | 17.27 |
| 10 Year | 12.37 | 13.36 | 16.18 | 17.91 |
As on 14-5-2025
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 | 4.59 | 9.55 | 2.30 | 10.58 |
| 3 Year | 19.25 | 18.79 | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 14-5-2025
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 | 19.97 | 20.33 | 4.59 | 9.55 |
| 3 Year | — | — | 19.25 | 18.79 |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 14-5-2025
Note on Fund Managers’ performance
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[ C ] My Review
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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