Motilal Oswal Nifty Mid Cap 150 Index Fund Direct Growth

Scheme code: INF247L01916 NAV value: ₹ 34.5724 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-2.0965.5133.3719.29
3 year15.6041.2027.2516.92
5 year21.9536.2628.7814.48

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4333.37
3 year 6.2833.3215.5727.25
5 year 0.7426.0212.9128.78
7 year 3.3315.6211.64
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.933.37
3 year 6.5632.1215.6627.25
5 year 126.212.7528.78
7 year 3.815.4211.84
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6733.37
3 year 7.6833.371727.25
5 year 0.7127.6313.1528.78
7 year 3.7616.0112.04
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7933.37
3 year 8.0434.4617.9827.25
5 year 0.6928.6413.5328.78
7 year 3.9716.4212.35
10 year 3.5317.7211.24
12 year 3.116.9711.25
15 year 6.6816.9611.2

Rolling return for 1 year

- Average return: 33.37% - Median return: 38.23% - Average standard deviation: 6.26

Rolling return for 3 year

- Average return: 27.25% - Median return: 26.9% - Average standard deviation: 2.28

Rolling return for 5 year

- Average return: 28.78% - Median return: 28.86% - Average standard deviation: 1.9

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 year12,00,00013,21,4831,21,48310.13
3 year36,00,00052,30,97416,30,97413.27
5 year60,00,0001,18,57,03958,57,03914.60

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8310.13
3 year 7.3513.27
5 year 7.2814.6
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7910.13
3 year 7.5113.27
5 year 7.2514.6
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2610.13
3 year 8.2513.27
5 year 7.6414.6
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.4710.13
3 year 8.7413.27
5 year 7.9714.6

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,21,483 - Absolute Returns: ₹1,21,483 - CAGR: 10.13%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,30,974 - Absolute Returns: ₹16,30,974 - CAGR: 13.27%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,18,57,039 - Absolute Returns: ₹58,57,039 - CAGR: 14.6%