Motilal Oswal Flexi Cap Fund Direct Growth

Scheme code: INF247L01502 NAV value: ₹ 64.3048 NAV date: 7 May, 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	15.51	43.64
3 year	6.28	33.32	15.79	15.42
5 year	3.54	26.02	13.5	11.63
7 year	3.33	15.62	11.71	12.66
10 year	3.49	17.22	10.6	16.51
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	-57.24	250.45	139.06	43.64
3 year	9.08	58.7	29.31	15.42
5 year	3.67	48	18.04	11.63
7 year	3.8	31.03	14.14	12.66
10 year	3.8	28.93	12.39	16.51
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	43.64
3 year	7.68	33.37	17.09	15.42
5 year	2.35	27.63	13.51	11.63
7 year	3.76	16.01	12.07	12.66
10 year	3.56	16.94	10.92	16.51
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	43.64
3 year	8.04	34.46	18.26	15.42
5 year	3.37	28.64	14.21	11.63
7 year	3.97	16.42	12.41	12.66
10 year	3.53	17.72	11.22	16.51
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

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	4.9	15.95
3 year	7.3	9.3
5 year	7.48	6.85
7 year	6.39	6.89
10 year	5.95	8.93

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	15.95
3 year	20.64	9.3
5 year	13	6.85
7 year	9.48	6.89
10 year	7.99	8.93

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	15.95
3 year	8.22	9.3
5 year	7.77	6.85
7 year	6.6	6.89
10 year	6.23	8.93

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	15.95
3 year	8.71	9.3
5 year	8.22	6.85
7 year	6.82	6.89
10 year	6.47	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%