Motilal Oswal S&P 500 Index Fund Direct Growth

Scheme code: INF247L01AG2 NAV value: ₹ 28.3495 NAV date: 18 March, 2026 TER: 0.65%

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	-11.83	43.65	20.97	18.35	9.23
3 year	8.51	27.15	14.79	16.56	15.72
5 year	16.36	20.40	18.05	18.10	15.28

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.35
3 year	6.28	30.95	15.04	16.56
5 year	8.38	26.02	14.22	18.1
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	18.35
3 year	6.56	19.64	13.57	16.56
5 year	9.22	12.29	10.75	18.1

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.35
3 year	7.68	21.49	15.06	16.56
5 year	10.37	13.5	11.93	18.1

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.35
3 year	8.04	32.03	17.81	16.56
5 year	8.18	28.64	15.34	18.1
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: ₹13,16,330 - Absolute Returns: ₹1,16,330 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,74,295 - Absolute Returns: ₹10,74,295 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,62,891 - Absolute Returns: ₹34,62,891 - CAGR: %

Max Drawdown

-19.91 %

Drawdown Duration

6 months

Recovery Time

12 months

Avg Drawdown

-3.52 %

1 Y

0.9215

3 Y

0.8316

5 Y

0.9089

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	19.19	-0.06	11.0	-27.3	25.84 %	4.00 %
3 years	17.66	0.10	33.9	3.5	24.66 %	11.28 %
5 years	9.79	0.23	39.5	21.3	16.96 %	9.44 %
7 years	8.18	0.21	37.1	19.3	16.11 %	13.15 %
10 years	3.98	0.21	37.1	19.3	11.02 %	9.03 %
12 years	2.39	0.21	37.1	19.3	9.10 %	7.47 %
15 years	0.84	0.21	37.1	19.3	7.22 %	5.93 %