Motilal Oswal Flexi Cap Fund Direct Growth

Scheme code: INF247L01502 NAV value: ₹ 61.1619 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	11.26	70.16	43.64	27.76
3 year	2.87	27.02	15.42	19.35
5 year	3.15	27.91	11.63	15.47
7 year	7.89	19.60	12.66	14.55
10 year	12.82	19.10	16.51	15.93

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	43.64
3 year	6.28	33.32	15.57	15.42
5 year	0.74	26.02	12.91	11.63
7 year	3.33	15.62	11.64	12.66
10 year	3.49	17.22	10.65	16.51
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	43.64
3 year	6.56	32.12	15.66	15.42
5 year	1	26.2	12.75	11.63
7 year	3.8	15.42	11.84	12.66
10 year	3.8	18	11.09	16.51
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	43.64
3 year	7.68	33.37	17	15.42
5 year	0.71	27.63	13.15	11.63
7 year	3.76	16.01	12.04	12.66
10 year	3.56	16.94	10.94	16.51
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	43.64
3 year	8.04	34.46	17.98	15.42
5 year	0.69	28.64	13.53	11.63
7 year	3.97	16.42	12.35	12.66
10 year	3.53	17.72	11.24	16.51
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 43.64% - Median return: 50.5% - Average standard deviation: 6.79

Rolling return for 3 year

- Average return: 15.42% - Median return: 15.88% - Average standard deviation: 1.92

Rolling return for 5 year

- Average return: 11.63% - Median return: 11.98% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 12.66% - Median return: 12.14% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 16.51% - Median return: 17.16% - Average standard deviation: 0.59

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 year	12,00,000	13,91,277	1,91,277	15.95
3 year	36,00,000	46,99,989	10,99,989	9.30
5 year	60,00,000	83,56,171	23,56,171	6.85
7 year	84,00,000	1,33,87,926	49,87,926	6.89
10 year	1,20,00,000	2,82,35,171	1,62,35,171	8.93

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	15.95
3 year	7.35	9.3
5 year	7.28	6.85
7 year	6.36	6.89
10 year	5.93	8.93

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	15.95
3 year	7.51	9.3
5 year	7.25	6.85
7 year	6.38	6.89
10 year	6.15	8.93

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	15.95
3 year	8.25	9.3
5 year	7.64	6.85
7 year	6.58	6.89
10 year	6.21	8.93

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	15.95
3 year	8.74	9.3
5 year	7.97	6.85
7 year	6.78	6.89
10 year	6.43	8.93

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,91,277 - Absolute Returns: ₹1,91,277 - CAGR: 15.95%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,99,989 - Absolute Returns: ₹10,99,989 - CAGR: 9.3%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,56,171 - Absolute Returns: ₹23,56,171 - CAGR: 6.85%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,87,926 - Absolute Returns: ₹49,87,926 - CAGR: 6.89%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,82,35,171 - Absolute Returns: ₹1,62,35,171 - CAGR: 8.93%