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 | +38.59 | 0.06 | 19.4% | -32.1% | 44.7% | -0.4% |
| 3 Years | +20.90 | 0.11 | 33.5% | -0.6% | 27.8% | 9.8% |
| 5 Years | +10.70 | 0.24 | 39.8% | 20.7% | 18.1% | 10.1% |
| 7 Years | +10.13 | 0.21 | 37.3% | 17.7% | 18.2% | 13.7% |
| 10 Years | +5.27 | 0.21 | 37.3% | 17.7% | 12.4% | 9.4% |
| 12 Years | +3.45 | 0.21 | 37.3% | 17.7% | 10.2% | 7.8% |
| 15 Years | +1.67 | 0.21 | 37.3% | 17.7% | 8.1% | 6.2% |