Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Scheme code: INF247L01AC1 NAV value: ₹ 22.5789 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-4.5480.0941.8719.29
3 year8.7227.1818.5616.92
5 year14.7527.9620.1714.48

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4341.87
3 year 6.2833.3215.5718.56
5 year 0.7426.0212.9120.17
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 -6.144.0220.941.87
3 year 6.5632.1215.6618.56
5 year 126.212.7520.17
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 -6.4946.3722.6741.87
3 year 7.6833.371718.56
5 year 0.7127.6313.1520.17
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 -7.6947.7523.7941.87
3 year 8.0434.4617.9818.56
5 year 0.6928.6413.5320.17
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: 41.87% - Median return: 51.81% - Average standard deviation: 7.1

Rolling return for 3 year

- Average return: 18.56% - Median return: 19.09% - Average standard deviation: 2.09

Rolling return for 5 year

- Average return: 20.17% - Median return: 19.48% - Average standard deviation: 2.16

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 year12,00,00013,56,7641,56,76413.07
3 year36,00,00047,73,85011,73,8509.87
5 year60,00,00095,81,37635,81,3769.81

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8313.07
3 year 7.359.87
5 year 7.289.81
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7913.07
3 year 7.519.87
5 year 7.259.81
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2613.07
3 year 8.259.87
5 year 7.649.81
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.4713.07
3 year 8.749.87
5 year 7.979.81

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,56,764 - Absolute Returns: ₹1,56,764 - CAGR: 13.07%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,73,850 - Absolute Returns: ₹11,73,850 - CAGR: 9.87%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,81,376 - Absolute Returns: ₹35,81,376 - CAGR: 9.81%