Motilal Oswal Nifty Mid Cap 150 Index Fund Direct Growth
Scheme code: INF247L01916
NAV value:
₹ 36.4256
NAV date: 19 March, 2026
TER: 0.00%
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 | -5.90 | 114.41 | 23.97 | 29.53 | 9.23 |
| 3 year | 16.45 | 39.46 | 26.13 | 26.48 | 15.72 |
| 5 year | 17.69 | 35.97 | 27.95 | 27.64 | 15.28 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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: ₹13,41,301 - Absolute Returns: ₹1,41,301 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,86,895 - Absolute Returns: ₹14,86,895 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,07,84,886 - Absolute Returns: ₹47,84,886 - CAGR: %Drawdown Metrics
Max Drawdown
-37.19 %
Drawdown Duration
2 months
Recovery Time
6 months
Avg Drawdown
-5.12 %
Calmar Ratio by Duration
1
Y
0.7941
3
Y
0.7121
5
Y
0.7433
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 8.49 | 1.07 | 114.8 | 103.8 | 12.30 % | 4.00 % |
| 3 years | 10.29 | 1.04 | 109.5 | 96.4 | 21.75 % | 11.28 % |
| 5 years | 8.31 | 0.98 | 99.8 | 89.2 | 17.70 % | 9.44 % |
| 7 years | 9.32 | 0.87 | 93.3 | 82.6 | 20.08 % | 11.42 % |
| 10 years | 5.99 | 0.87 | 93.3 | 82.6 | 13.67 % | 7.86 % |
| 12 years | 4.75 | 0.87 | 93.3 | 82.6 | 11.26 % | 6.51 % |
| 15 years | 3.56 | 0.87 | 93.3 | 82.6 | 8.91 % | 5.17 % |