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 | +9.97 | -0.01 | 11.4% | -7.3% | 16.6% | -1.9% |
| 3 Years | +17.69 | 0.04 | 23.4% | -5.8% | 24.3% | 8.8% |
| 5 Years | +8.66 | 0.20 | 35.7% | 18.5% | 15.2% | 6.7% |
| 7 Years | +10.03 | 0.19 | 34.7% | 16.4% | 18.0% | 14.2% |
| 10 Years | +5.17 | 0.19 | 34.7% | 16.4% | 12.3% | 9.8% |
| 12 Years | +3.35 | 0.19 | 34.7% | 16.4% | 10.2% | 8.1% |
| 15 Years | +1.56 | 0.19 | 34.7% | 16.4% | 8.0% | 6.4% |