Motilal Oswal Focused 25 Fund Direct Growth

Scheme code: INF247L01189 NAV value: ₹ 44.4818 NAV date: 15 April, 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	17.43	19.14
3 year	6.28	33.32	15.57	14.22
5 year	0.74	26.02	12.91	13.39
7 year	3.33	15.62	11.64	13.61
10 year	3.49	17.22	10.65	14.57
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	19.14
3 year	6.56	32.12	15.66	14.22
5 year	1	26.2	12.75	13.39
7 year	3.8	15.42	11.84	13.61
10 year	3.8	18	11.09	14.57
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	19.14
3 year	7.68	33.37	17	14.22
5 year	0.71	27.63	13.15	13.39
7 year	3.76	16.01	12.04	13.61
10 year	3.56	16.94	10.94	14.57
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	19.14
3 year	8.04	34.46	17.98	14.22
5 year	0.69	28.64	13.53	13.39
7 year	3.97	16.42	12.35	13.61
10 year	3.53	17.72	11.24	14.57
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

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	5.83	5.37
3 year	7.35	6.84
5 year	7.28	7.24
7 year	6.36	7.08
10 year	5.93	7.42

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	5.37
3 year	7.51	6.84
5 year	7.25	7.24
7 year	6.38	7.08
10 year	6.15	7.42

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	5.37
3 year	8.25	6.84
5 year	7.64	7.24
7 year	6.58	7.08
10 year	6.21	7.42

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	5.37
3 year	8.74	6.84
5 year	7.97	7.24
7 year	6.78	7.08
10 year	6.43	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%