Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Scheme code: INF247L01AC1 NAV value: ₹ 22.8482 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-4.54	80.09	41.87	19.29
3 year	8.72	27.18	18.56	16.92
5 year	14.75	27.96	20.17	14.48

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	41.87
3 year	6.28	33.32	15.79	18.56
5 year	3.54	26.02	13.5	20.17
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
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	41.87
3 year	9.08	58.7	29.31	18.56
5 year	3.67	48	18.04	20.17
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
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	41.87
3 year	7.68	33.37	17.09	18.56
5 year	2.35	27.63	13.51	20.17
7 year	3.76	16.01	12.07
10 year	3.56	16.94	10.92
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	41.87
3 year	8.04	34.46	18.26	18.56
5 year	3.37	28.64	14.21	20.17
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 41.87% - Median return: 51.81% - Average standard deviation: 7.1

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

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

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	13,56,764	1,56,764	13.07
3 year	36,00,000	47,73,850	11,73,850	9.87
5 year	60,00,000	95,81,376	35,81,376	9.81

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

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

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

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