Motilal Oswal BSE Quality Index Fund Direct Growth

Scheme code: INF247L01BI6 NAV value: ₹ 15.9588 NAV date: 19 March, 2026 TER: 0.39%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-12.4061.3015.6721.339.23
3 year16.3919.5917.9817.9015.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6121.33
3 year 6.2830.9515.0417.9
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4921.33
3 year 6.5619.6413.5717.9
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7521.33
3 year 7.6821.4915.0617.9
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1621.33
3 year 8.0432.0317.8117.9
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,94,066 - Absolute Returns: ₹94,066 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,75,208 - Absolute Returns: ₹7,75,208 - CAGR: %

Drawdown Metrics

Max Drawdown

-24.38 %

Drawdown Duration

6 months

Avg Drawdown

-6.06 %

Calmar Ratio by Duration

1 Y

0.875

3 Y

0.7343

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 4.76 0.94 97.5 90.9 8.91 % 4.00 %
3 years 5.91 0.93 94.8 86.5 16.88 % 11.28 %
5 years 3.56 0.90 91.7 83.2 9.81 % 6.22 %
7 years 2.30 0.90 91.7 83.2 6.91 % 4.40 %
10 years 1.39 0.90 91.7 83.2 4.79 % 3.06 %
12 years 1.04 0.90 91.7 83.2 3.98 % 2.55 %
15 years 0.70 0.90 91.7 83.2 3.17 % 2.03 %