Motilal Oswal Focused 25 Fund Direct Growth

Scheme code: INF247L01189 NAV value: ₹ 45.0440 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-12.93	46.68	19.14	27.5
3 year	3.78	26.73	14.22	19.35
5 year	4.24	21.34	13.39	15.23
7 year	8.26	19.13	13.61	14.59
10 year	9.01	17.29	14.57	16.01

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	19.14
3 year	6.28	33.32	15.79	14.22
5 year	3.54	26.02	13.5	13.39
7 year	3.33	15.62	11.71	13.61
10 year	3.49	17.22	10.6	14.57
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	19.14
3 year	9.08	58.7	29.31	14.22
5 year	3.67	48	18.04	13.39
7 year	3.8	31.03	14.14	13.61
10 year	3.8	28.93	12.39	14.57
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	19.14
3 year	7.68	33.37	17.09	14.22
5 year	2.35	27.63	13.51	13.39
7 year	3.76	16.01	12.07	13.61
10 year	3.56	16.94	10.92	14.57
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	19.14
3 year	8.04	34.46	18.26	14.22
5 year	3.37	28.64	14.21	13.39
7 year	3.97	16.42	12.41	13.61
10 year	3.53	17.72	11.22	14.57
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 19.14% - Median return: 23.87% - Average standard deviation: 5.52

Rolling return for 3 year

- Average return: 14.22% - Median return: 14.02% - Average standard deviation: 1.86

Rolling return for 5 year

- Average return: 13.39% - Median return: 13.8% - Average standard deviation: 1.01

Rolling return for 7 year

- Average return: 13.61% - Median return: 13.52% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 14.57% - Median return: 15.39% - Average standard deviation: 0.51

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	12,64,433	64,433	5.37
3 year	36,00,000	43,90,540	7,90,540	6.84
5 year	60,00,000	85,09,299	25,09,299	7.24
7 year	84,00,000	1,35,57,258	51,57,258	7.08
10 year	1,20,00,000	2,45,52,647	1,25,52,647	7.42

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	5.37
3 year	7.3	6.84
5 year	7.48	7.24
7 year	6.39	7.08
10 year	5.95	7.42

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	5.37
3 year	20.64	6.84
5 year	13	7.24
7 year	9.48	7.08
10 year	7.99	7.42

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	5.37
3 year	8.22	6.84
5 year	7.77	7.24
7 year	6.6	7.08
10 year	6.23	7.42

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	5.37
3 year	8.71	6.84
5 year	8.22	7.24
7 year	6.82	7.08
10 year	6.47	7.42

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,64,433 - Absolute Returns: ₹64,433 - CAGR: 5.37%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,90,540 - Absolute Returns: ₹7,90,540 - CAGR: 6.84%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,09,299 - Absolute Returns: ₹25,09,299 - CAGR: 7.24%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,57,258 - Absolute Returns: ₹51,57,258 - CAGR: 7.08%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,45,52,647 - Absolute Returns: ₹1,25,52,647 - CAGR: 7.42%