Motilal Oswal Nifty 500 Index Fund Direct Growth

Scheme code: INF247L01957 NAV value: ₹ 25.4505 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-2.14	47.11	24.80	19.29
3 year	9.86	33.77	19.06	16.92
5 year	15.32	28.44	20.31	14.48

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	24.8
3 year	6.28	33.32	15.79	19.06
5 year	3.54	26.02	13.5	20.31
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	24.8
3 year	6.56	32.12	15.89	19.06
5 year	3.67	26.2	13.34	20.31
7 year	3.8	15.42	11.89
10 year	3.8	18	11.04
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	24.8
3 year	7.68	33.37	17.29	19.06
5 year	3.4	27.63	13.8	20.31
7 year	3.76	16.01	12.11
10 year	3.56	16.94	10.91
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	24.8
3 year	8.04	34.46	18.27	19.06
5 year	3.37	28.64	14.21	20.31
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 24.8% - Median return: 29.38% - Average standard deviation: 4.76

- Average return: 19.06% - Median return: 18.4% - Average standard deviation: 1.9

- Average return: 20.31% - Median return: 19.32% - Average standard deviation: 1.67

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 year	12,00,000	12,94,486	94,486	7.88
3 year	36,00,000	46,69,999	10,69,999	9.06
5 year	60,00,000	97,18,828	37,18,828	10.13

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,94,486 - Absolute Returns: ₹94,486 - CAGR: 7.88%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,69,999 - Absolute Returns: ₹10,69,999 - CAGR: 9.06%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,18,828 - Absolute Returns: ₹37,18,828 - CAGR: 10.13%