Motilal Oswal S&P 500 Index Fund Direct Growth

Scheme code: INF247L01AG2 NAV value: ₹ 21.2422 NAV date: 11 April, 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	9.05	44.75	26.77	19.29
3 year	9.78	19.13	14.04	16.92
5 year	17.24	17.65	17.44	14.48

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	26.77
3 year	6.28	33.32	15.57	14.04
5 year	0.74	26.02	12.91	17.44
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	26.77
3 year	6.56	32.12	15.66	14.04
5 year	1	26.2	12.75	17.44
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	26.77
3 year	7.68	33.37	17	14.04
5 year	0.71	27.63	13.15	17.44
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	26.77
3 year	8.04	34.46	17.98	14.04
5 year	0.69	28.64	13.53	17.44
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 26.77% - Median return: 27.2% - Average standard deviation: 4.52

- Average return: 14.04% - Median return: 13.89% - Average standard deviation: 1.46

- Average return: 17.44% - Median return: 17.45% - Average standard deviation: 0.21

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	13,33,102	1,33,102	11.10
3 year	36,00,000	45,33,721	9,33,721	7.99
5 year	60,00,000	86,31,889	26,31,889	7.55

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,33,102 - Absolute Returns: ₹1,33,102 - CAGR: 11.1%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,33,721 - Absolute Returns: ₹9,33,721 - CAGR: 7.99%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,31,889 - Absolute Returns: ₹26,31,889 - CAGR: 7.55%