Motilal Oswal Nifty 50 Index Fund Direct Growth

Scheme code: INF247L01AE7 NAV value: ₹ 20.9551 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-0.8238.0118.7919.29
3 year8.7033.2516.9916.92
5 year13.8426.3317.9214.48

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5918.79
3 year 6.2833.3215.7916.99
5 year 3.5426.0213.517.92
7 year 3.3315.6211.71
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.8518.79
3 year 6.5632.1215.8916.99
5 year 3.6726.213.3417.92
7 year 3.815.4211.89
10 year 3.81811.04
12 year 3.6316.8611.23
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.1718.79
3 year 7.6833.3717.2916.99
5 year 3.427.6313.817.92
7 year 3.7616.0112.11
10 year 3.5616.9410.91
12 year 3.3116.5411.04
15 year 6.5616.4210.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.7818.79
3 year 8.0434.4618.2716.99
5 year 3.3728.6414.2117.92
7 year 3.9716.4212.41
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 18.79% - Median return: 22.3% - Average standard deviation: 4.1

Rolling return for 3 year

- Average return: 16.99% - Median return: 15.95% - Average standard deviation: 1.87

Rolling return for 5 year

- Average return: 17.92% - Median return: 16.27% - Average standard deviation: 1.92

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,76,74076,7406.40
3 year36,00,00044,85,2768,85,2767.61
5 year60,00,00086,64,76126,64,7617.63

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.976.4
3 year 7.317.61
5 year 7.487.63
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.276.4
3 year 7.487.61
5 year 7.467.63
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.626.4
3 year 8.247.61
5 year 7.887.63
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.676.4
3 year 8.727.61
5 year 8.237.63

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,740 - Absolute Returns: ₹76,740 - CAGR: 6.4%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,85,276 - Absolute Returns: ₹8,85,276 - CAGR: 7.61%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,64,761 - Absolute Returns: ₹26,64,761 - CAGR: 7.63%