Motilal Oswal S&P 500 Index Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +27.14 | 0.02 | 21.3% | -20.3% | 33.5% | -0.1% |
| 3 Years | +19.18 | 0.08 | 31.2% | -1.1% | 25.8% | 7.8% |
| 5 Years | +10.98 | 0.23 | 39.5% | 19.8% | 18.0% | 8.6% |
| 7 Years | +11.05 | 0.21 | 37.3% | 17.1% | 19.1% | 13.9% |
| 10 Years | +5.88 | 0.21 | 37.3% | 17.1% | 13.0% | 9.6% |
| 12 Years | +3.94 | 0.21 | 37.3% | 17.1% | 10.7% | 7.9% |
| 15 Years | +2.05 | 0.21 | 37.3% | 17.1% | 8.5% | 6.3% |