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 | +26.67 | 0.03 | 19.1% | -20.1% | 32.8% | -4.7% |
| 3 Years | +18.67 | 0.09 | 30.4% | -0.1% | 25.4% | 8.8% |
| 5 Years | +10.45 | 0.23 | 39.0% | 20.1% | 17.4% | 8.7% |
| 7 Years | +10.08 | 0.21 | 36.8% | 17.7% | 18.1% | 13.6% |
| 10 Years | +5.24 | 0.21 | 36.8% | 17.7% | 12.3% | 9.3% |
| 12 Years | +3.42 | 0.21 | 36.8% | 17.7% | 10.2% | 7.7% |
| 15 Years | +1.64 | 0.21 | 36.8% | 17.7% | 8.1% | 6.1% |