Motilal Oswal Nifty 50 Index Fund Direct Growth

Scheme code: INF247L01AE7 NAV value: ₹ 19.9386 NAV date: 19 March, 2026 TER: 0.12%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-5.22	93.91	13.78	19.26	9.23
3 year	8.99	31.52	15.18	16.20	15.72
5 year	10.07	25.74	17.59	17.42	15.28

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.26
3 year	6.28	30.95	15.04	16.2
5 year	8.38	26.02	14.22	17.42
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.26
3 year	6.56	19.64	13.57	16.2
5 year	9.22	12.29	10.75	17.42

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.26
3 year	7.68	21.49	15.06	16.2
5 year	10.37	13.5	11.93	17.42

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.26
3 year	8.04	32.03	17.81	16.2
5 year	8.18	28.64	15.34	17.42
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,989 - Absolute Returns: ₹93,989 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,29,541 - Absolute Returns: ₹8,29,541 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,38,850 - Absolute Returns: ₹24,38,850 - CAGR: %

Max Drawdown

-37.28 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.98 %

1 Y

0.5167

3 Y

0.4346

5 Y

0.4673

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.03	1.00	100.5	99.2	5.02 %	4.00 %
3 years	1.12	1.00	100.6	99.1	12.39 %	11.28 %
5 years	1.06	1.00	100.5	99.2	10.49 %	9.44 %
7 years	1.03	0.98	99.8	98.7	10.67 %	9.70 %
10 years	0.67	0.98	99.8	98.7	7.36 %	6.69 %
12 years	0.52	0.98	99.8	98.7	6.09 %	5.55 %
15 years	0.40	0.98	99.8	98.7	4.85 %	4.41 %