Ranked On: 31 January 2025
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Elss Tax S… | 5.0 | |
9.22% | 19.30% | 17.62% | 13.85% | 15.49% | 10.53% | 20.75% | 19.11% | 15.29% | 17.00% | 17.23% | -16.20% | -21.42% | 6.09% | 1.04 | 0.34 | 0.74 |
| Motilal Oswal Nifty Next… | 23.0 | |
3.27% | 14.37% | 15.57% | % | % | 3.98% | 15.15% | 16.35% | % | % | 18.86% | -18.10% | -25.91% | % | 0.20 | 0.38 | |
| Motilal Oswal Nifty 5 Ye… | 69.0 | |
8.19% | 5.96% | % | % | % | % | % | % | % | % | 2.26% | -2.56% | -2.77% | % | -0.09 | -0.27 | |
| Motilal Oswal Flexi Cap … | 4.0 | |
18.47% | 18.87% | 14.64% | 11.10% | 12.76% | 19.49% | 19.89% | 15.66% | 12.09% | 13.77% | 15.81% | -12.73% | -21.41% | 5.68% | 0.92 | 0.32 | 0.69 |
| Motilal Oswal Multi Asse… | |
-8.38% | 2.56% | % | % | % | -7.09% | 3.89% | % | % | % | 8.58% | -17.15% | -13.80% | % | -0.13 | -0.40 | ||
| Motilal Oswal Ultra Shor… | 20.0 | |
5.96% | 5.28% | 4.44% | 2.79% | 3.77% | 6.57% | 5.89% | 4.98% | 3.21% | 4.21% | 0.39% | 0.00% | 0.00% | 3.08% | 0.23 | -0.75 | -3.87 |
| Motilal Oswal Nifty 500 … | 24.0 | |
2.59% | 12.26% | 15.64% | % | % | 3.29% | 13.02% | 16.41% | % | % | 13.94% | -11.21% | -17.82% | % | 0.20 | 0.39 | |
| Motilal Oswal Nifty Smal… | 28.0 | |
-2.70% | 16.81% | 22.45% | % | % | -2.03% | 17.63% | 23.30% | % | % | 19.46% | -18.38% | -31.29% | % | 0.24 | 0.46 | |
| Motilal Oswal Large And … | 3.0 | |
11.29% | 20.07% | 19.83% | % | % | 12.73% | 21.76% | 21.68% | % | % | 16.84% | -17.66% | -21.71% | 4.58% | 1.00 | 0.36 | 0.79 |
| Motilal Oswal Nifty Midc… | 2.0 | |
3.74% | 19.74% | 22.47% | % | % | 4.47% | 20.64% | 23.37% | % | % | 16.37% | -12.85% | -21.58% | % | 0.38 | 0.73 | |
| Motilal Oswal Nifty 50 I… | 40.0 | |
3.99% | 10.48% | 14.27% | % | % | 4.41% | 10.93% | 14.74% | % | % | 12.90% | -9.75% | -15.42% | % | 0.16 | 0.29 | |
| Motilal Oswal Nasdaq 100… | 4.0 | |
29.22% | 21.42% | -23.08% | -11.53% | -4.02% | % | % | % | % | % | 17.76% | -20.79% | -23.83% | % | 0.32 | 0.62 | |
| Motilal Oswal Dynamic Fu… | 22.0 | |
-7.62% | 5.66% | 5.65% | 5.71% | % | -6.44% | 6.97% | 6.98% | 6.97% | % | 12.75% | -16.99% | -19.35% | -3.51% | 1.09 | 0.02 | 0.00 |
| Motilal Oswal Midcap Fund | 1.0 | |
21.15% | 27.88% | 25.97% | 20.72% | 17.03% | 22.43% | 29.30% | 27.44% | 22.14% | 18.44% | 18.35% | -14.58% | -19.29% | 8.97% | 0.92 | 0.52 | 1.09 |
| Motilal Oswal Focused Fu… | 23.0 | |
-5.13% | 6.72% | 8.74% | 8.77% | 8.74% | -4.03% | 7.96% | 10.04% | 10.08% | 10.10% | 15.32% | -20.74% | -23.57% | -5.44% | 0.96 | 0.05 | 0.06 |
| Motilal Oswal Nifty Midc… | 12.0 | |
4.36% | 21.54% | 23.34% | 15.20% | 14.81% | % | % | % | % | % | 17.25% | -13.13% | -22.12% | % | 0.41 | 0.79 | |
| Motilal Oswal Liquid Fund | 29.0 | |
6.85% | 6.11% | 4.88% | % | % | 7.01% | 6.27% | 5.04% | % | % | 0.35% | 0.00% | 0.00% | 4.19% | 0.20 | -0.53 | -2.12 |
| Motilal Oswal Nifty Bank… | 52.0 | |
4.07% | 8.97% | 9.08% | % | % | 4.80% | 9.77% | 9.84% | % | % | 14.73% | -13.14% | -19.29% | % | 0.09 | 0.11 | |
| Motilal Oswal S&P 500 In… | 1.0 | |
25.60% | 17.02% | % | % | % | 26.25% | 17.67% | % | % | % | 13.84% | -14.84% | -21.23% | % | 0.30 | 0.60 | |
| Motilal Oswal Nifty 50 E… | 26.0 | |
4.53% | 11.10% | 14.68% | 13.02% | 10.85% | % | % | % | % | % | 12.88% | -9.46% | -15.17% | % | 0.18 | 0.34 |
Return Calculated On: 21 February 2025
Ratios Calculated On: 31 January 2025
| Amc Name | Started On | Address | Phone Number | Website |
|---|---|---|---|---|
| Motilal Oswal Mutual Fund | None | Motilal Oswal Asset Management Co. Ltd. 10th Floor, Motilal Oswal Tower, |
022-4054-8002 None |
Motilal Oswal Mutual Fund |