Motilal Oswal Nifty Small Cap 250 Index Fund Direct Growth

Scheme code: INF247L01932 NAV value: ₹ 34.0211 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-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 -4.5637.5317.4334.07
3 year 6.2833.3215.5727.97
5 year 0.7426.0212.9129.98
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 -6.144.0220.934.07
3 year 6.5632.1215.6627.97
5 year 126.212.7529.98
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 -6.4946.3722.6734.07
3 year 7.6833.371727.97
5 year 0.7127.6313.1529.98
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 -7.6947.7523.7934.07
3 year 8.0434.4617.9827.97
5 year 0.6928.6413.5329.98
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: 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 5.839.56
3 year 7.3513.49
5 year 7.2815.27
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.799.56
3 year 7.5113.49
5 year 7.2515.27
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.269.56
3 year 8.2513.49
5 year 7.6415.27
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.479.56
3 year 8.7413.49
5 year 7.9715.27

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%