Motilal Oswal Nifty Mid Cap 150 Index Fund Direct Growth

Scheme code: INF247L01916 NAV value: ₹ 35.9543 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-2.0965.5133.3719.29
3 year15.6041.2027.2516.92
5 year21.9536.2628.7814.48

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5933.37
3 year 6.2833.3215.7927.25
5 year 3.5426.0213.528.78
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 -6.144.0217.8533.37
3 year 6.5632.1215.8927.25
5 year 3.6726.213.3428.78
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 -6.4946.3719.1733.37
3 year 7.6833.3717.2927.25
5 year 3.427.6313.828.78
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 -7.6947.7519.7833.37
3 year 8.0434.4618.2727.25
5 year 3.3728.6414.2128.78
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: 33.37% - Median return: 38.23% - Average standard deviation: 6.26

Rolling return for 3 year

- Average return: 27.25% - Median return: 26.9% - Average standard deviation: 2.28

Rolling return for 5 year

- Average return: 28.78% - Median return: 28.86% - Average standard deviation: 1.9

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 year12,00,00013,21,4831,21,48310.13
3 year36,00,00052,30,97416,30,97413.27
5 year60,00,0001,18,57,03958,57,03914.60

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.9710.13
3 year 7.3113.27
5 year 7.4814.6
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.2710.13
3 year 7.4813.27
5 year 7.4614.6
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.6210.13
3 year 8.2413.27
5 year 7.8814.6
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.6710.13
3 year 8.7213.27
5 year 8.2314.6

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,21,483 - Absolute Returns: ₹1,21,483 - CAGR: 10.13%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,30,974 - Absolute Returns: ₹16,30,974 - CAGR: 13.27%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,18,57,039 - Absolute Returns: ₹58,57,039 - CAGR: 14.6%