Motilal Oswal Nifty India Defence Index Fund Direct Growth

Scheme code: INF247L01CW5 NAV value: ₹ 10.2267 NAV date: 19 March, 2026 TER: 0.58%
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 year1.2959.7320.6022.939.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6122.93
3 year 6.2830.9515.04
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 -8.4719.784.4922.93
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7522.93
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1622.93
3 year 8.0432.0317.81
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: ₹13,66,620 - Absolute Returns: ₹1,66,620 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.18 %

Drawdown Duration

7 months

Recovery Time

3 months

Avg Drawdown

-15.70 %

Calmar Ratio by Duration

1 Y

0.6006

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 35.26 1.06 135.2 92.5 39.12 % 4.00 %
3 years 1.77 1.19 124.3 118.8 -1.01 % -1.27 %
5 years 1.56 1.19 124.3 118.8 -0.61 % -0.76 %
7 years 1.49 1.19 124.3 118.8 -0.43 % -0.55 %
10 years 1.42 1.19 124.3 118.8 -0.30 % -0.38 %
12 years 1.40 1.19 124.3 118.8 -0.25 % -0.32 %
15 years 1.38 1.19 124.3 118.8 -0.20 % -0.26 %