Motilal Oswal Nifty Small Cap 250 Index Fund Direct Growth

Scheme code: INF247L01932 NAV value: ₹ 34.2931 NAV date: 7 May, 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-9.9771.4934.0719.29
3 year11.4245.1427.9716.92
5 year21.6138.6029.9814.48

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5134.07
3 year 6.2833.3215.7927.97
5 year 3.5426.0213.529.98
7 year 3.3315.6211.71
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0634.07
3 year 9.0858.729.3127.97
5 year 3.674818.0429.98
7 year 3.831.0314.14
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7634.07
3 year 7.6833.3717.0927.97
5 year 2.3527.6313.5129.98
7 year 3.7616.0112.07
10 year 3.5616.9410.92
12 year 3.3116.5411.01
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6834.07
3 year 8.0434.4618.2627.97
5 year 3.3728.6414.2129.98
7 year 3.9716.4212.41
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 34.07% - Median return: 39.59% - Average standard deviation: 7.27

Rolling return for 3 year

- Average return: 27.97% - Median return: 26.73% - Average standard deviation: 2.58

Rolling return for 5 year

- Average return: 29.98% - Median return: 30.55% - Average standard deviation: 2.13

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 year12,00,00013,14,6651,14,6659.56
3 year36,00,00052,61,55416,61,55413.49
5 year60,00,0001,22,07,36462,07,36415.27

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.56
3 year 7.313.49
5 year 7.4815.27
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.56
3 year 20.6413.49
5 year 1315.27
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.56
3 year 8.2213.49
5 year 7.7715.27
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.56
3 year 8.7113.49
5 year 8.2215.27

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,665 - Absolute Returns: ₹1,14,665 - CAGR: 9.56%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,61,554 - Absolute Returns: ₹16,61,554 - CAGR: 13.49%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,22,07,364 - Absolute Returns: ₹62,07,364 - CAGR: 15.27%