Motilal Oswal Nifty 500 Index Fund Direct Growth

Scheme code: INF247L01957 NAV value: ₹ 24.6759 NAV date: 19 March, 2026 TER: 0.17%

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	-6.43	96.96	14.38	20.95	9.23
3 year	10.45	32.20	17.94	18.44	15.72
5 year	11.89	27.96	19.78	19.67	15.28

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.95
3 year	6.28	30.95	15.04	18.44
5 year	8.38	26.02	14.22	19.67
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	20.95
3 year	6.56	19.64	13.57	18.44
5 year	9.22	12.29	10.75	19.67

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.95
3 year	7.68	21.49	15.06	18.44
5 year	10.37	13.5	11.93	19.67

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.95
3 year	8.04	32.03	17.81	18.44
5 year	8.18	28.64	15.34	19.67
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: ₹13,02,603 - Absolute Returns: ₹1,02,603 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,84,115 - Absolute Returns: ₹9,84,115 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,81,325 - Absolute Returns: ₹30,81,325 - CAGR: %

Max Drawdown

-37.31 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.03 %

1 Y

0.5615

3 Y

0.4942

5 Y

0.5272

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.96	1.03	104.9	101.1	6.88 %	4.00 %
3 years	3.83	1.03	104.0	99.2	15.25 %	11.28 %
5 years	2.69	1.00	100.2	96.8	12.14 %	9.44 %
7 years	2.70	0.95	97.7	94.6	13.89 %	11.42 %
10 years	1.73	0.95	97.7	94.6	9.53 %	7.86 %
12 years	1.37	0.95	97.7	94.6	7.88 %	6.51 %
15 years	1.03	0.95	97.7	94.6	6.26 %	5.17 %