Motilal Oswal S&P 500 Index Fund
Direct · Growth ₹32.57
11 May 2026
NAV
16.9%
3Y CAGR
17.9%
5Y CAGR
17.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
13.46
Sharpe
-19.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.31 L | 19.6% | -27.0% | 47.7% |
| 3 Years | ₹36.00 L | ₹47.31 L | 18.4% | 4.9% | 29.0% |
| 5 Years | ₹60.00 L | ₹95.56 L | 18.6% | 10.1% | 23.4% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 19.6% | -0.4% | +20.0% |
| 3 Years | 18.4% | 9.8% | +8.6% |
| 5 Years | 18.6% | 10.1% | +8.5% |