Motilal Oswal Nifty 500 Index Fund Direct Growth

Scheme code: INF247L01957 NAV value: ₹ 24.4591 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 13.54 47.11 33.60 25.43
3 year 12.53 21.19 17.52 16.19
5 year 17.81 23.45 19.79 17.39

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 33.6
3 year 7.63 16.87 13.32 17.52
5 year 12.6 19.62 15.37 19.79
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 33.6
3 year 7.94 17.89 14.14 17.52
5 year 13.28 20.23 15.93 19.79
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 33.6
3 year 9.26 19.51 15.7 17.52
5 year 14.45 21.69 17.28 19.79
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 33.6
3 year 9.84 20.48 16.73 17.52
5 year 15.2 22.82 18.38 19.79
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85

Rolling return for 1 year

Average return: 33.60%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.53 13.54 17.53 13.54 2 15.54 01-2024 01-2025
23.69 20.72 29.44 15.35 5.09 22.3 12-2023 12-2024
30.99 28.51 38.21 21.8 5.87 29.88 11-2023 11-2024
36.38 39.51 47.11 29.33 6.38 38.08 10-2023 10-2024
38.05 39.21 44.04 33.42 3.78 38.68 09-2023 09-2024
34.35 39.99 42.25 32.21 4.07 37.2 08-2023 08-2024
37.86 38.51 43.1 33.44 3.42 38.23 07-2023 07-2024
29.71 37.97 43.97 24.3 7.54 33.99 06-2023 06-2024
33.87 36.75 41.6 29.28 4.47 35.38 05-2023 05-2024
40.08 38.65 44.53 34.38 3.62 39.41 04-2023 04-2024
38.92 37.87 44.77 32.3 4.42 38.47 03-2023 03-2024
36.37 35.59 40.85 31.27 3.4 36.02 02-2023 02-2024

Rolling return for 3 year

Average return: 17.52%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.95 13.2 15.95 13.2 1.38 14.58 01-2022 01-2025
16.68 16.2 18.47 14.45 1.43 16.45 12-2021 12-2024
14.89 14.56 16.96 12.53 1.57 14.74 11-2021 11-2024
15.13 15.87 18.07 12.98 1.82 15.51 10-2021 10-2024
18 17.93 19.68 16.28 1.2 17.97 09-2021 09-2024
18.31 18.42 20.59 16.18 1.56 18.38 08-2021 08-2024
19.7 20.33 21.19 18.84 0.86 20.02 07-2021 07-2024
16.17 19.07 20.28 15 2.13 17.63 06-2021 06-2024
18.93 18.27 21.18 16.08 1.82 18.62 05-2021 05-2024
19.83 19.41 21.09 18.17 1.04 19.62 04-2021 04-2024
18.51 17.69 20.15 16.08 1.47 18.11 03-2021 03-2024
19.4 17.84 20.7 16.58 1.56 18.63 02-2021 02-2024

Rolling return for 5 year

Average return: 19.79%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.8 17.95 18.8 17.95 0.43 18.38 01-2020 01-2025
19 19.29 20.09 18.21 0.67 19.15 12-2019 12-2024
18.38 19.08 19.65 17.81 0.7 18.73 11-2019 11-2024
20.6 20.76 22.45 18.95 1.24 20.69 10-2019 10-2024
22.41 21.53 23.45 20.51 1.09 21.98 09-2019 09-2024